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Client Parameters

It is possible for a system administrator to set default client parameters. The window is divided into five sections: modules, organization settings, project parameters, taxonomy preselection, and repositories accessible to the organization.

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  1. The Modules allows the following elements to be activated:

  • Enable approval module

  • Enable addenda module

  • Enable amendment module

  • Enable external sharing module

  1. The Organization Settings section allows you to choose the following element:

  • Project access strategy (organization wide or collaborators)

  1. The Project parameters section allows you to modify the label of the following project properties:

  • Label of the project title

  • Label of the project number

  • Label for the project client/applicant

Modifying the labels of project properties has consequences in several places on the platform, such as: the project list, project properties, project reports, and sharing email notifications.

  1. The Taxonomy preselection section allows you to select the following elements:

  • Taxonomy set

  • Taxonomy values

  1. La section Repositories accessible to the organization displays the following elements:

  • Name of the organization

  • Description of the organization

  • Date organization was created