Summary
This guide covers how to modify the password policy configured under an ownerOwner. The rules set in the policy define user password requirements to log into the LogiSense Billing application (the password length, characters that are permitted), /required within the password). Related settings such as how long user passwords accounts are locked out , after entering an incorrect password too many times and how often passwords need to be reset and moreare also defined under the password policy.
For additional details on the fields presented on this screen see the Owner Configuration Screen screen help guide.
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Prerequisites
Password policies can be setup immediately, there are no prerequisite configuration steps.
Sample Configuration
Log into your LogiSense Billing application
Click on the Setup menu, User Users & Accounts and then Owners
On the owner screen that loads click on the Password Policy tab on the left
Adjust the password policy as needed. For example, you could set passwords to expire every quarter and adjust the ‘Reset Period Length’ (lockout after too many failed logins) to 10 minutes. The image below shows these sample adjustments
When you have finished making adjustments to the policy click Save to commit your changes
Result
<<demonstrate that the configuration setup above is now functional (e.g. can be added to other screens)>>
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When setting a password on a user the system will adhere to the policy you have defined.
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Next Steps
Owner Configuration Optional Steps:
Optional: Branding the UI with your company logos can be performed next, see the Branding
Example article for instructions. This step is not an essential base configuration step and can be performed at a later time if desired
Optional: you can define custom invoice and credit note numbering schemes if desired. See the Automatic Naming
Example article for instructions
When you have finished reviewing/adjusting owner settings you will need to configure users and roles in the system. See the User & Role Configuration Examples article for guides
Related Guides
<<documentation team task: link to API guide which covers the same config process>>
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Optional: if you need to translate product names on invoices you can configure translations on locales now or at a later time. See the Locales Configuration Example for a sample configuration
Optional: if you wish to define custom payment types you can do so now or at a later date. See the Payment Types Configuration Example for instructions on how to add a payment type
Optional: if you need to integrate the LogiSense Billing application with an external payment gateway you can do so now or at a later time. See the Payment Gateway Example for instructions on how to configure a gateway
SMTP Settings Optional Steps:
Optional: SMTP settings allow the system to send emails. New users cannot be emailed with a link to setup their passwords until SMTP settings are configured. This step does not need to be completed until you are ready to setup new users. See the SMTP Settings Configuration Example for instructions on how to setup and test SMTP Settings
Users and Roles Optional Steps:
Optional: Users and roles define who can access the system and what they can access. See the Role Group Configuration Example article as a starting point for setting up users and roles
Account Settings Required Steps:
Account types, statuses and contacts need to be configured before proceeding to other required steps. See the Account Types Configuration Example article to start setting up the required account settings