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TFS Admin Guide - Table of Contents

Documentation Disclaimer

The Preference screen allows administrators to modify the behaviour and appearance of TFS.

When The Finance Shop is run by a user, using their login details, it checks for any custom preference settings. If there are no custom settings, it will use the default setting for the systems.

Opening the Preference Screen - Click here to expand...

From the Administration menu, select Security then Preference.
From the sidebar, select Security then Preference.

The Preference - TFS Main Program Appendix contains a list of every preference available in TFS.

The Preference - SmartCampaign Appendix contains a list of every preference available for TFS SmartCampaign

Preference Groups - Click here to expand...

Preferences are arranged into relevant groups. Selecting a group will update the Preferences list.

Preference List - Click here to expand...

The Preferences list contains a list of permissions that fall under a Preference Group.

Preference Level List - Click here to expand...

The Preference Level list displays a hierarchy of preference levels.

Defaults: This is the default value for a preference, all users across all contexts will have this value by default UNLESS the Context, User Group or User setting is different.

Context: This is the value for a selected context, all users in a selected context will have this value by default UNLESS either a User Group or User setting is different.

User Group: This is the value for a selected user group, all users in a selected user group will have this value by default UNLESS the User setting is different.

User: Is the value for an individual user, any value here applies to that user only.

The four preference levels are checked for custom settings from the bottom up (User, User Group, Context, and Default) so that TFS will apply a preference based on the first custom value it finds or it will use the default value.

Preference Settings List - Click here to expand...

The Preference Settings list displays the setting for the currently highlighted preference.

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