Setting #

System Settings

The System Settings section includes 9 main parts:

1. Staff Members
2. Roles and Permissions
3. Menu Builder
4. Languages
5. Global Config
6. Task Labels
7. Activity Logs
8. Integrations

 

Staff Members

In this section, the complete list of system staff can be viewed, accessed, created, and edited. It includes all users, doctors, clinic/hospital users, operators, drivers, etc.

Filters for displaying staff categories:

• All: All staff members in the system.
• Partner: Display existing partners.
• Active: List of active system users.
• Inactive: Display inactive users.

A search box and filters for searching staff members.

Fields:

• Name: The name and username of the user.
• Lang: The language of the user.
• Partner Status: Whether the user is a partner or not.
• Information: Basic contact information like phone number and email.
• Status: User status (Active or Inactive).
• Join Date: The date the user joined the system.
• Roles: List of the user’s access roles.

Buttons:

• Login as user: To log in as the user (only for superusers).
• Edit: To edit the user.
• View: To view the user’s profile.
• Inactive: To deactivate the user.

 

Roles and Permissions

This section lists all roles and permission settings available in the system.

Creating a new role:

By clicking on Add Role, you can create a new role.

• Parent: Parent role for the new role.
• Name: Name of the new role and color selection.
• Type: Type of the new role.
• Copy From Role: Clone the permissions of an existing role.

 

When creating a new role or editing existing roles/permissions:

• To add permissions for a role, use the toolbar at the top to select Language, Permission Model, Action, and Fields, allowing you to add new permissions.
• In the left column (Manage Role Permissions), all permissions for the selected role can be copied, allowed, or denied.
• In the right column (Manage Role Members), individuals with that role are listed, and you can add or remove members from the role.

 

Menu Builder

In this section, all menus in the system can be viewed, searched, and created.

Fields:

• Title: Menu title or name.
• Type: Menu type.
• Active: Display menu active/inactive status.
• Created At: The date and time the menu was created.

Buttons:

• Activate: To activate the menu.
• Edit: To edit the menu.
• Delete: To delete the menu.

Creating a new menu:

• Title: The name of the new menu.
• Type: The type of the new menu.
• Preview: A preview of the menu in progress.
• Menu Items: Add menu items using drag-and-drop functionality.

 

Languages

In this section, the list of language settings is available. New languages can be added, and existing languages’ statuses can be changed (enabled or disabled).

Adding a new language:

• Select a language from the available list and save it.

Important Note:

If a new language is added to the system, the site administrator must edit the website menus once and update all items to the newly added language and then save them. If the site has one, two, or three menus, all menus must be edited and saved. Even if no changes are needed in the menus, the Edit button must be clicked, and the menus must be saved. Otherwise, the menus will not function properly.

 

Global Config

This section contains the system’s primary configuration settings.

 

Task Labels

In this section, all task labels can be viewed and edited.

Creating a new task label:

• Name: Task label name.
• Color: Select a color for the label.

 

Activity Logs

This section displays all system activities based on time.

Filters for displaying system activities:

• Recent case activities.
• Recent payment activities.
• Recent lead activities.
• Recent task activities.
• Recent page activities.
• Recent post activities.
• Recent category activities.
• Recent settings activities.
• Recent user activities.
• All: Display all activities.
• Create: List of create activities.
• Update: List of update activities.
• Delete: List of delete activities.

A search bar and filters are also available for searching activities.

 

Integrations

This section shows and manages all system integrations (such as connections to external advertising systems like Facebook, TikTok, or Google Ads).