System Settings
Introduction
System Setting contains settings for system-wide configuration of the account. You can localize iVendNext to use a particular timezone, date, number or currency format, and also set global session expiry via System Settings.
To open System Settings, go to: Home > Settings > System Settings
System Settings Screen Explained
The System Settings Screen is split into the following sections. Each section contains information specific to the section it corresponds to.
Details
Login
Password
Email
Files
Updates
Backup
Advanced
The Details Section
The Details Section of the System Settings screen is divided into the following subsections:
General
Date and Number Format
Permissions
A screenshot of the Details Section is pasted below:
General
The various fields under the General Section are explained below:
Country
You can set the default country here, this will be fetched when creating new addresses. If your company has multiple branches in different countries, choose the head office location.
Language
Sets the global language for the iVendNext account. Then language will be changed in all the menus, transactions, masters, etc.
Time Zone
Sets time automatically based on the time zone.
Enable Onboarding
It facilitates the onboarding process for new users. This feature typically provides a series of guided steps and helpful prompts to introduce new users to the iVendNext system, helping them to understand and utilize its features effectively.
Disable Document Sharing
Disables share access for all users across the system (except Administrator) to make sure access is only given via permissions. Users will only be able to view who the document is shared with and not share the document itself. Additionally, assigning a document to a user will be blocked if the assignee does have access to the document.
Date and Number Format
The various fields under the Date and Number Format Section are explained below:
Date Format
Format in which dates will be displayed. For e.g., dd.mm.yyyy or mm/dd/yyyy. This depends on how dates are formatted in your region.
Time Format
Format in which time will be displayed. You can choose to show (HH:mm:ss) or hide seconds by setting the option as (HH:mm) .
Number Format
Format in which numbers will be formatted. For e.g.1,000 or 1000.00.
First Day of the Week
This can be used to configure the day for the start of the week. This affects dynamic filters for week used in list and report views, date selection layout and calendar view.
Float Precision
The number of zeros displayed after the decimal point for quantities etc. The range is 2-9. The default is 3.
Currency Precision
Number of zeros displayed after the decimal point for currency values. If left blank, it will be based on the Number Format.
Rounding Method
Specifies a rounding method to be used everywhere. The default rounding method is Banker's Rounding which rounds 0.5 to the nearest even number. "Commercial Rounding" which rounds 0.5 to the next number away from zero, e.g. 1.5 becomes 2.0 and -1.5 becomes -2.0 when rounded.
Permissions
The various fields under the Permissions Section are explained below:
Apply Strict User Permissions
When this checkbox is ticked and User Permission is defined for a DocType for a User, then all the documents where the value of the link is blank, will not be shown to that User. For example: If you set User Permissions for Territory and set the value as India. If the checkbox is unticked, all transactions (sales orders, quotations) with India and blank will be shown to the users. If the Apply Strict User Permissions checkbox is ticked, documents, where Territory is blank, will not be shown to the users.
Allow Older Web View Links (Insecure)
The configuration that allows web links with no expiry. Note: Older web links (generated in v13) are considered to be insecure as they had no expiry. It is recommended to keep this configuration unchecked.
The Login Section
The Login Section of the System Settings screen is divided into the following subsections:
General
Login Methods
Brute Force Security
Two Factor Authentication
A screenshot of the Details Section is pasted below:
General
The various fields under the General Section are explained below:
Session Expiry
Specify the number of idle hours after which you'll be logged out of a session. This helps in better security. For example, if there is no activity for 6 hours, your account will be logged out.
Document Share Key Expiry (in Days)
Specify the number of days after which "document web link" sent via email will expire.
Allow only one session per user
Check this box if you want to use a single set of credentials for multiple users, tick this checkbox. The number of simultaneous sessions can be changed under User master. Mobile phone sessions are not counted here.
Disable Username/Password Login
Check this box if you want to make sure to configure a Social Login Key before disabling to prevent lockout.
Login Methods
The various fields under the Login Methods Section are explained below:
Allow Login using Mobile Number
By checking the 'Allow Login using Mobile Number' checkbox, you can log in to iVendNext using a valid mobile number set in your User account.
Allow Login using Username
Allow user login via their username set in the User Master.
Login with email link:
Allow users to log in without a password, using a login link sent to their email.
Login with email link expiry (in minutes)
Indicates the duration in minutes for which login via email link will be active.
Brute Force Security
The various fields under the Brute Force Security Section are explained below:
Allow Consecutive Login Attempts
Specify the number of consecutive logins after which you'll be locked out of the account for a specific period. This helps if an intruder tries to log in to your account.
Allow Login After Fail
Specify the seconds after which a login attempt will be allowed after consecutive unsuccessful attempts.
Two Factor Authentication
The various fields under the Two Factor Authentication Section are explained below:
Enable Two Factor Auth
Check this box to enable the Two Factor Authentication feature. On ticking 'Enable Two Factor Auth', the following two options will be seen.
Bypass Two Factor Auth for users who log in from restricted IP Address:
Users who log in from restricted IP addresses will not be asked for Two Factor Authentication. You can restrict IPs from the User master under the Restrict IP field.
Bypass restricted IP Address check If Two Factor Auth Enabled:
If checked, all users can log in with Two Factor Authentication regardless if their IP is restricted or not.
Two Factor Authentication method:
Select the authentication method to be used - OTP App, SMS, or email.
Expiry time of QR Code Image Page:
Expiry time for QRCode image if "OTP App" is selected in the method.
OTP Issuer Name:
It refers to the entity responsible for providing or issuing the OTPs used for authentication within the iVendNext system.
The Password Section
A screenshot of the Password Section is pasted below:
The various fields under the Password Section are explained below:
Logout All Sessions on Password Reset
Once this is checked, all active sessions will be closed as soon as the password is changed.
Force User to Reset Password
Number of days after which a password reset is mandatory. 0 means no limit.
Enable Password Policy
Enables a password strength checker so that users have to use strong passwords for their login.
Minimum Password Score
Score for the password strength checker
2 is medium
3 is strong
4 is very strong
The complexity is based on the number of characters, capitalization, special characters, etc.
Reset Password Link Expiry Duration
This configuration is used to set the duration after which the newly created reset password link expires. The default expiry for reset password link is 20 minutes. Setting it to "0 Seconds" disables the "Reset Password Link Expiry" functionality.
Password Reset Link Generation Limit
Using this configuration the limit for number of password reset requests per hour can be set. The default limit is 3. Setting it to 0 will allow unlimited password reset link generation requests.
The Email Section
A screenshot of the Email Section is pasted below:
The various fields under the Email Section are explained below:
Email Footer Address
Organization name, address, and other details can be added here. This will be set as default in all outgoing mails.
Disable Standard Email Footer
If ticked, the standard email footer will be disabled for outgoing emails.
Hide footer in auto-email reports
If ticked, footers will be hidden in Auto Email reports. Auto Email Reports automatically sends reports for the selected document. You can set up an Auto Email Report to send reports at regular intervals. These must be saved reports of any type (Report Builder, Script or Query Report).
Include Web View Link in Email
When you turn on Attach Document Print for a new email, the system attaches a PDF or HTML version of your document to the email. If you also enable Include Web View Link in Email in the System Settings, a link will be added to the email, allowing the recipient to view the document online as a web page.
Store Attached PDF Document
Check this box to store the PDF on Communication, when sending a document using email. Warning: This can increase your storage usage.
Welcome Email Template
Predefined template for welcome email can be set from the list of available templates.
Reset Password Template
Predefined template for the password reset activity can be set from the list of available templates.
Email Retry Limit
It controls how many times the system will attempt to resend an email if the initial sending attempt fails. This is particularly useful in cases where there might be temporary network issues or server problems that prevent the email from being sent successfully on the first try.
The Files Section
A screenshot of the Files Section is pasted below:
The various fields under the Files Section are explained below:
Max File Size (MB)
This option lets you configure the maximum size for any uploaded file file. If not configured, the default maximum size is 25MB.
Allow Guests to Upload Files
When enabled this will allow guests to upload files to your application. You can enable this if you wish to collect files from users without having them to log in, for example in job applications web form.
Force Web Capture Mode for Uploads
When uploading files, force the use of the web-based image capture. If this is unchecked, the default behavior is to use the mobile native camera when use from a mobile is detected.
Remove EXIF tags from uploaded images
Metadata stored in image files in the EXIF file format can be exploited to get sensitive user information. This option lets users remove that data from the images before uploading.
Allowed File Extensions
Provide a list of allowed file extensions for file uploads. Each line should contain one allowed file type. If unset, all file extensions are allowed. Example: CSV, JPG, PNG
The Updates Section
A screenshot of the Updates Section is pasted below:
The various fields under the Updates Section are explained below:
Disable System Update Notification
This option disables all version update notifications triggered by the application.
Disable Change Log Notification
This option disables all the change log notifications.
The Backups Section
A screenshot of the Backups Section is pasted below:
The various fields under the Updates Section are explained below:
Number of Backups
In iVendNext you can backup the database as well as your files. Database backups are created automatically while file backups need to be downloaded explicitly. This field shows the number of backups after which older ones will be deleted. By default, 3 backups are saved over 24 hours. New backups are automatically created every few hours and the newest backup will overwrite the oldest one. For a backup of files, click on the Download Files Backup button in the Download Backups form.
Encrypt Backups
When this option is enabled, iVendNext will encrypt the backup files before storing them. Encryption ensures that even if the backup files are accessed by unauthorized parties, the data within those files remains unreadable without the appropriate decryption key.
The Advanced Section
A screenshot of the Advanced Section is pasted below:
The various fields under the Advanced Section are explained below:
Max auto email report per user
It controls the maximum number of automatic email reports a single user can schedule. This setting helps administrators manage and limit the load on the system by preventing individual users from scheduling an excessive number of automated reports, which could impact overall performance.
Run Jobs only Daily if Inactive For (Days)
This will run scheduled jobs only once a day for inactive sites. Default 4 days if set to 0.
Show Full Error and Allow Reporting of Issues to the Developer
This will display the whole error on the screen and allow reporting issues. If you have technical knowledge in this area, you can get a better idea of the error by reading the whole message.
Allow Sending Usage Data for Improving Applications
If enabled, this sends usage data to the engineering team who can improve the application by understanding how the software is being used and identifying common issues.
