Settings


Prerequisites: Users require site administrator permissions to access Settings.

Note
If a topic includes a prerequisite that the user requires a role with a plus (+) (e.g., Users require contributor+ permissions), the user requires the stated role or a higher-ranking role to complete the task or access the site area. See Built-In Cartella Roles for details.


Settings, available only to site administrators, contains tools for configuring and maintaining a Cartella site. Navigate to Settings via the ancillary navigation.

Navigate to Settings

In Settings, use the Cartella Management navigation to access different settings. Clicking Settings takes the site administrator to the Category Management view by default.

Settings Cartella Management Navigation

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The Cartella Management navigation options include:

Management OptionsDescription
CategoriesManage taxonomy categories.
GroupsManage user groups.
UsersManage users.
ModulesManage available modules for folios.
RolesManage roles and permissions.
FoliosManage folios.
LicensingConfigure Cartella software licensing.
Configuration ManagementSync user groups and configure search and email.
CustomizeBuild custom objects and views for development and manage fields.
ReportsView search term and user activity reports.

The management settings maintain a similar look and feel. The Configuration Management, Customize, Licensing, and Reports settings differ.