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Site Settings Module How Tos

This chapter contains the how to's for the Site Settings Module.

Assign Remote Access Profiles

Remote access profiles are utilized by franchises and organizations that use multiple, different ...

Create a Customized Access Level

Go to the Access Level Tab in the Site Settings Module and select “KAStrack”, the first clickable...

Create Payment Configuration Using Stripe

To make a payment configuration, go to the Payment Settings Tab in the Site Settings Module. C...

Create Registration Profiles

To create a new registration profile, go to the Registration Tab in the Site Settings Module. ...

Delete a Customized Access Level

To delete a customized access level, go to the Access Levels Tab in the Site Settings Module. O...

Edit a Customized Access Level

To edit a customized access level, go to the Access Levels Tab in the Site Settings Module. Onl...

Edit Company Info

To edit company information, open the Company Info Tab from the Site Settings Page in the Site Se...

Edit Email Settings

To edit email requirements that help manage system emails for account management, open the Email ...

Edit Inactive Accounts Settings

To edit inactive account settings, go to the Inactive Accounts Tab in the Site Settings Module. ...

Edit Password Requirements

To edit password requirements, open the Security Tab in the Site Settings Module. The current set...

Edit the Accounts Module Active Accounts Table

To edit the Active Accounts Table in the Accounts Module, go to the Table Defaults Tab in the Sit...

Edit the Accounts Module Archived Accounts Table

To edit the Archived Accounts Table in the Accounts Module, go to the Table Defaults Tab in the S...

Edit the Accounts Module Pending Registrations Table

To edit the Pending Registrations Table in the Accounts Module, go to the Table Defaults Tab in t...

Edit the Finance Module Active Budgets Table

To edit the Active Budgets Table in the Finance Module, go to the Table Defaults Tab in the Site ...

Edit the Finance Module Budget Items Per Budget Table

To edit the Budget Items per Budget Table in the Finance Module, go to the Table Defaults Tab in ...

Edit the People Module Users Assigned to a Role Table

To edit the Users Assigned to a Role Table in the People Module, go to the Table Defaults Tab in ...

Edit the People Module Users Associated with a Certification Table

To edit the Users Associated with a Certification Table in the People Module, go to the Table Def...

Edit the People Module Users Table

To edit the Users Table in the People Module, go to the Table Defaults Tab in the Site Settings M...

Export Registration Profiles

To export a CSV spreadsheet of existing registration profiles, go to the Registration Tab of the ...

Import Registration Profiles

To import a CSV spreadsheet of existing registration profiles, go to the Registration Tab of the ...