System Administrator Settings
If you are a Satuit System Administrator, you have access to tools that will help manage what is allowed into Satuit from Outlook. Those tools are described below.
- Configure Email Add-In Rules – The rules below are for emails added when using Satuit Outlook Add-In and Satuit2GO mail
- Ignored Email Addresses – Specifies the domain names or email addresses to ignore. Text entered is not case-sensitive. The value must contain the ‘@’ and ’.’ characters. Example: To ignore all email addresses with a Satuit domain set rule= @satuit.com to ignore an email address set rule= userid@mail.com
- Ignored File Types – Specifies the file types to ignore. Text entered is not case-sensitive. The value must include the ‘.’ Character. For example, to ignore all pdf files set rule = .pdf To ignore all address.vcard files set rule= address.vCard
- Sender Domain Restriction – Specifies the valid domain names for a sender. Text entered is not case-sensitive. The value must contain the ‘@’ and ’.’ characters. If none are listed, then all sender email addresses are valid. If domains are listed, then only emails sent from those domains will be accepted
Satuit provides robust configuration tools that allow your Certified Satuit Configuration Administrator to set roles and permissions for users, configure forms, add fields and tables, and change labels and picklists. The tools are easy to use and do not require any programming skills, but their ease of use also means you can easily mess up your database.
You can add or remove fields on a form, change field properties (required, read-only), move the location of fields, and add or remove objects.
Before you begin
Important
No one on your team should be using the System Configuration Tools unless they have been certified by Satuit. Satuit will not provide support to users who have not been certified. Please do not give this document to uncertified users.
Avoid the unintended consequences of a seemingly simple change. The configuration tools are very easy to use, but that means you have the potential to make a mess! Please check with Satuit Client Success before making any changes, or if it is your first time making configuration changes.
Your change request process
Your Satuit database is a shared business tool. You should not be making changes to a Satuit user who has been properly certified by Satuit on how to use it. System Administrator Certification Classes are conducted in Satuit’s offices every other month. The Support Website has all of the dates listed within the Events configuration of the database without a vetting and approval process. Changes you make can impact all users. We strongly recommend that you set up a change request process for managing requests for changes to the database. Users often think they have a terrific idea for a change but soon forget why they wanted it, or no one uses the new fields.
Who should have access to the configuration tools?
The configuration tool will only be assigned a section.
The person selected to have access to this tool should be a Satuit power user with a good understanding of database design or a business analyst for your team who knows both the Satuit database and the team requirements.
Select Default Print Screen
The selected Default Print screen option allows you to set the default print screen for each detail form. Select print screen and click Save.