Configuring Your Project Identity & Access
Questions:
- How do I change my project name?
- How do I share my system with external users?
- Where do I update the system browser title?
Description:
The Project Configuration section allows administrators to define the basic identity of the TYRIOS instance. We will show you, step by step, how to:
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Set Project Name: Update the core identity used across all communications.
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Enable External Access: Allow authorized external users to safely access the system.
Solution:
Click save to apply your updates. The project settings are saved successfully and will persist across all sessions.
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Navigate to Project Configuration - "System - System Settings - System Configuration - System Data Management"
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Enter Your Project Name - Type your desired project name into the provided field.This name will appear in email templates, browser titles, generated documents, and notifications.
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Enable External Access - Check the "Allow Access for Others" box if you need to share the system with external users. When enabled, authorized users can access the system according to their assigned permissions
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Save Your Configuration - Click save to apply your updates.The project settings are saved successfully and will persist across all sessions.
Tips and Tricks:
Pro-Tips:
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Accurate company information ensures proper legal compliance and improves customer trust.
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Ensure mandatory fields are filled out to prevent validation errors during saving.
Warnings:
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Incorrectly formatted VAT IDs or registration numbers can impact the legal validity of your generated invoices and delivery notes.