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Softools
Site Admin

Site Admin

Learn how to maintain the Site Resources. This category will show you how to customise the Site Theme, manage the Site Assets and maintain Selection options for Fields.

Site Settings

Setting up User specific GDPR/Data Privacy access policy
How to change the Login Image and Site Theme Colours
Add a Hostname to add an additional Site URL
Setting the Export & Upload Policy
Setting an Access Control White List by IP Addresses
Enabling Self Registration for Login

Site Assets and Field Selection Options

Create Select Lists to set Field Selection Options
Create Image Lists to set Image Selection Options
Managing Assets and Image List Asset
Subscriptions

Summaries for Import, Export and Site Usage

Use Import Summaries to check the progress of an Import
Use Export Summaries for a Data Audit Trail
View Site Activity with Usage Statistics

Single Sign On

Connecting via Azure AD
Connecting via ADFS