Configuration¶
Manage organization-wide settings, custom fields, notification preferences, and taxonomy.
Organization settings¶
Navigate to Administration → Configuration:
- Organization name and logo.
- Default timezone and date format.
- Currency settings for financial modules.
- Notification preferences (global email and webhook settings).
Settings are stored in the OrganizationSettings model and cached for performance.
Custom fields¶
Define additional fields for assets, users, and peripherals:
- Navigate to Administration → Configuration → Custom Fields.
- Click Add Custom Field.
- Provide: field name, data type (text, number, date, select), and target entity types.
- The field appears on all forms and detail pages for the selected entity types.
- Custom field values are searchable via universal search.
Tags¶
Tags provide flexible, cross-entity categorization:
- Create tags in Administration → Tags.
- Apply tags to any entity that supports them.
- Filter lists and reports by tag.
Notification settings¶
Configure per-event notification preferences:
- Which events trigger notifications (asset assignment, incident creation, renewal approaching).
- Notification channels: email (via SMTP) and/or webhook (Slack, Discord).
- Per-user notification preferences can override global settings.
Configuration versioning¶
The ConfigurationVersion model tracks changes to system configuration over time, providing an audit trail of who changed what settings and when.