SYSTEM CONFIGURATION

System Settings Reference

Reference manual for company-wide system settings in Smart Business 360, including file upload limits, task sharing links, financial year status, and integration credentials.

Company-Wide System Settings Overview

Company-wide settings apply to the entire active tenant company. They are accessible from:
System → System settings

Operation	Required Permission Key
View System Settings	`System.SystemSettings.Read`
Modify System Settings	`System.SystemSettings.Update`

File and Attachment Handling

Configure storage boundaries and security file extension allow-lists for company uploads:

Setting	Default Value	Effect & Description
Maximum attachment size (MB)	`10`	Upper limit for any single file upload anywhere within the company tenant.
Allowed file extensions	`All`	Comma-separated allow-list (e.g. `.pdf,.docx,.xlsx,.png,.jpg`). Leaving empty means all file types are permitted.

Highly Recommended Allow-List for Property & Commercial ERP:

.pdf, .doc, .docx, .xls, .xlsx, .png, .jpg, .jpeg, .webp, .dwg, .zip

Security Advisory: Place this allow-list in advance of launching the platform to a broader user base. Narrowing an allow-list later requires an audit of all previously uploaded files.

Task Sharing Controls

Setting	Default	Effect & Security Impact
Public task links enabled	`Off`	Allows generating task sharing links that can be opened without logging into the system.

Warning: Tasks with public links enabled are visible to anyone possessing the URL. Enable only when external contractors genuinely require access, and review active links periodically.

Company Identity & Printed Outputs

Company identity is configured under Company Profile (see Multi-Company Setup Guide). It directly populates system-wide printed outputs, including printed vouchers, receipts, quotations, official legal entity names, addresses, and registration numbers.

Financial Configuration

Financial settings apply company-wide and are managed inside the Accounts module:

Setting	Configured Where	Operational Notes
Financial year	`Accounts → Financial year`	Must be open before financial vouchers can post. Closing a fiscal year requires `Accounts.FinancialYear.Close`.
Chart of accounts	`Accounts → Chart of accounts`	Maintained per company tenant; supports CSV/Excel data import.
Voucher types	`Accounts → Voucher types`	Defines available voucher series (Journal, Payment, Receipt, Sales, Purchase).

Rule: Financial vouchers cannot be posted into a closed fiscal year. Always verify that the active fiscal period is open before beginning historical data import.

Integration Credentials Security

Integration credentials are saved on a per-company basis and are strictly write-only (never displayed again in plain text after saving). Each integration monitors connection health, last successful sync, last webhook received, and last error log.

Channel Integration	Configured Location
WhatsApp Business API	`Leads Inbox → WhatsApp → Settings`
Facebook Messenger	`Leads Inbox → Messenger → Settings`
Instagram Direct	`Leads Inbox → Instagram → Settings`
Advertising & Social Platforms	`Marketing Hub → Digital integrations`

Configured via MarketingHub.DigitalIntegrations.Configure permission key.

Module Entitlements

Module entitlements control which navigation modules are enabled for the company tenant. This is supervised in the Super Admin Console (see Multi-Company Setup Guide). Note that the core System module can never be turned off.

Notification Settings & Channels

Notification behavior is governed by Communication module permissions (Communication.Notification.Read and Communication.Notification.Create). Delivery channels (WhatsApp, SMS, Email) are configured via automation rules with independent webhook integrations.

Live Tenant Change Control Procedure

Changes to system settings take effect immediately for all company users. When modifying settings in a live production environment, execute this 4-step procedure:

Step 1: Document Current Values — Record the original setting value before applying changes.

Step 2: Schedule Off-Peak Execution — Apply changes during off-peak hours to avoid impacting live file uploads or messaging.

Step 3: Test with Test User Account — Sign in as a test user to verify file upload or access behavior.

Step 4: Update Internal Change Log — Log the change details, timestamp, and administrator account in your internal change log.

Frequently Asked Questions

Yes. All system settings on this reference page apply to the entire active company tenant.

No. Credentials are saved write-only for security reasons. To update, reconnect and regenerate the API tokens with the provider.

No. Attachment size limits apply strictly to new file uploads. Existing files remain accessible.

Only holders of the System.SystemSettings.Update permission key (typically the Tenant Administrator).

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