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Product Preferences

Product Preferences


Product Preferences are used to allow organizations to specify if they do or do not use certain features that are available in the Smart Onboarding product.  

Who can access Product Related Preferences?

System Administrators and Process Administrators can access Product Related Preferences.

How do you access Product Preferences?

Click on the menu icon and select "Product Preferences" under Product Setup.




How do you specify your product related preferences?

The system is delivered with default settings. For each product, you can change the default preferences to match the behavior that you would like in your system.

The page shows the list of products available for you. To access the default settings of a product, click on the product name. 

Product Preferences - Smart Onboarding



The properties are categorized and displayed with default settings as shown below. Modify the property values if you wish to alter the default features. If you choose not to use a specific feature, set the corresponding property value to "OFF." Conversely, if you wish to activate a feature that is initially set to OFF, set the corresponding property value to "ON."




For properties related to Smart I-9 E-Verify product, click on the "Smart I-9 E-Verify" link.

Product Preferences - Smart I-9/E-Verify



The corresponding properties will be displayed as below.




How do you add a new property?

The steps for adding a new property are given below:

Click the "Add Properties" button for the corresponding product. 




You will see the list of properties available in the system with their description and behavior.

Click on the check box to select the property which you wish to add and click "OK" at the bottom of the page. 




The property gets added under the product as shown below. Adjust the property setting based on the requirement and save. 




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