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Introduction

Welcome to the initial setup guide for managing site settings within FlowAgent. This section is designed to provide you with a comprehensive understanding of how to navigate and utilize the site settings, which is a fundamental step in customizing and configuring your FlowAgent site to align with your business operations.

Starting With An Empty Site​

When you first create a site on FlowAgent, you have the option to start with an empty site or to select a template that pre-configures the system for you. We will begin with an empty site to demonstrate how to configure your site from the ground up.

Accessing Site Settings​

Accessing the site settings requires appropriate permissions. If you have these permissions, you can access the site settings by:

  1. Clicking on the three-dot menu in the top right corner of the FlowAgent interface.
  2. Choosing "Site Settings" from the dropdown menu.

Accessing Site Settings

Available Options in Site Settings​

Upon entering the site settings, you are presented with a variety of options that allow you to tailor your site to your specific needs. These options include:

  • General: Here, you can access and modify the basic settings of your site.
  • Modules: Manage the different modules available on your site.
  • Actional buttons: Here you can add, edit, and delete actional buttons.
  • Groups: Manage user groups and security settings.
  • Cronjobs: Set up and manage cronjobs.
  • Users: Manage site users and their permissions.
  • Fields: Here you can add, edit, and delete fields.
  • Plugins: Add custom functionality to your site through plugins.

Site Settings Overview

With an overview of the options available in the site settings, the next step is to dive into configuring the basic settings for your site. Start by navigating to the "General" category to access and set up the foundational elements of your site.

The subsequent pages will provide a detailed look into each setting area, beginning with the general configurations to ensure your FlowAgent site is tailored for efficiency and effectiveness right from the start.