Accessing the Control Panel
Caution
Only Super Users can access the Control Panel and its settings because of the impact they may have on your system and on sensitive data. Please check your User’s Special Roles regarding access.
The Control Panel houses all the settings and configuration options for your Administrate application. These settings and configuration options can impact your business processes. For example, a Super User can use the Control Panel to:
- Edit Communication Triggers to send emails to your entire students or CRM
- Change details of API connections, causing potential disruption to an API integrated website.
- Change the monetary account in which online payments are received.
Therefore, you should only grant Super User access to the most trusted Users. As a rule of thumb, you should never grant Super User access to a User unless you have conferred permission from an existing Super User.
To access the Control Panel, click on the settings cog in the top right section.
Settings Cog
For subscribers of Administrate before 2015, this cog replaces the Settings menu.
Administrate’s Control Panel
Hint
You can quickly find what you need by typing in any part of the setting you need in the search box in the upper right corner of the page. e.g. to bring up all email related settings, just start typing ‘email’ in the search box, and it will bring up all settings containing the word ‘email’.
You can quickly search for what you need upon loading the Control Panel
Communications
The Communication Triggers is split up into: Sending Addresses, Templates, and Triggers
CRM
Events
- Course Categories
- Course Levels
- Course Pricing
- Courses
- Default Costs
- Evaluation Forms
- Event Pages
- Event Scheduler History
- Default LMS Delegate Expiry
- Allow Same Day Events
- Default Instructor Notifications (Event Scheduler)
- Default Instructor Notifications (Event Screen)
- Default Provisional Event
- Delegate Attendance Notification
- Show Finance Code?
- Enable New Events System (beta!)
- Use Legacy Event System
- Instructor Rates
- Pricing Bands
- Event Workflows
Financial
- Chart of Accounts
- Discounts
- EU Digital Services Taxes
- Invoices
- Allow Editing of Invoice Number
- Minimum Digits for Invoice Number
- Show Student Names on Invoices
- Show In-Company Training on PDF
- Send Invoice Upon Receiving Order
- Default Current Date
- External Reference Label
- Blended: Display classroom start/end dates on invoice screen
- Blended: Display classroom start/end dates on PDF screen
- Payment Types
- Tax Types
- Training Token Types
System
- Alternate Languages
- Branding
- Event and Course PDFs Overview
- Hide Course Code on PDF
- Show Footer Information on PDF
- Show Instructors and Locations on Multi-Session Event PDFs
- PDF Header Text Color
- PDF Header Background Color
- Invoice Colors (Overview)
- Invoice PDF Header Background Color
- Invoice PDF Delegates’ Background Color
- Invoice PDF Events’ Background Color
- Invoice PDF Header Text Color
- Companies
- System Emails
- Document Templates
- Permissions
- Regions, Countries and Locations
- Single Sign-On
- Roles
- Users
- Portals
Other
- IMAP Email Integration
- Import Tool
- Integration Settings
- LMS
- LMS Title
- Homepage Welcome
- Homepage Image
- Resource Links
- RSS Feed URL
- Favicon
- Login Logo
- Login Background
- Student Label
- Instructor Label
- Launch SCORM Inline
- Override CSS
- Chart Color Positive
- Chart Color Neutral
- Chart Color Negative
- CSS Style Sheet
- Show Scores
- Show Feedback
- Show Financials
- Show Timeline
- Show Latest News
- Show Resources
- Show Course Resources
- Show Course Documents
- Show Print Buttons on Resources
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