Overview

You configure Yesplan via the system settings. This section of Yesplan is only available to administrators. You can open it by clicking “System Settings” in the user’s navigation menu item.

The system settings are broken down into categories. They correspond to the tabs that you see in the system settings window:

• Users: Configuration of users, user groups and permissions in Yesplan.
• Events: Configuration of the properties of events and their inspector.
• Teams: Settings related to the Teamplanner, such as teams, working times and contracts.
• Resources: Configuration of resources, prices, locations and their inspector.
• Contacts: Configuration of contacts and their inspector.
• Search: Setting the predefined queries.
• Imports: Importing or updating contacts, importing resources and importing events.
• Files: Managing the files that are saved in Yesplan.
• Integrations: Configuration of access to the web API and configuration of integrations with other software.
• System Preferences: Preferences valid for all Yesplan users.
• Audit: Statistics related to the use of Yesplan.