The default TrialMaster configuration settings may be changed at the following levels, starting with the highest level:
· Global (via Setup > Settings) - only the Global Admin user has access to these settings
· Organization (via Organizations > Config link under Action column)
· Trial (via Trials > Config > link > Settings tab)
Settings are inherited from a higher level (parent) or may be explicitly changed at a lower level. The lowest level settings take precedence. The order of precedence is illustrated below.
To configure TrialMaster settings:
1. Click the
Main Menu icon (top left).
2. Do one of the following:
· To change settings at the Global level, go to Setup > Settings.
· To change settings at the Organization level, access the Organizations page and click the Config link of the applicable organization under the Action column
· To change settings at the Trial level, access the Trials page and click the Config link of the applicable trial under the Action column
The Organization/Trial Settings page contains one of the following icons in the Value column.
Icon |
Description |
Inherited Value |
The value was inherited from a higher setting level. Examples: · If this icon displays for a value in the Trial Settings page, the value was inherited from the Organization level setting. · If this icon displays for a value in the Organization Settings page, the value was inherited from the Global level setting. |
Overwritten Value |
The inherited value was overwritten by a new value. |
3. Click the applicable setting under the Setting Name column of the Global/Organization/Trial Settings page.
4. Do the following to complete the Edit Setting dialog:
· Enter/select the applicable information in the Value field. (To expand the Description
field, drag the 
icon.)
(See for Configuration Settings
for details about each setting.)
· Click the Save button. A confirmation message displays at the top of the Settings page and edited setting displays in the table.
· Click the Reset Cache button to refresh the cache and fetch the values from the database.
