Alpha Docs
Administrator Guide

System Configuration

Configuring Alpha Platform settings

System Configuration Guide

Configure system-wide settings in Alpha.

Organization Setup

Company Information

  1. Go to Administration > Settings
  2. Update organization:
    • Company name
    • Logo upload
    • Contact details
    • Address

Regional Settings

Configure localization:

SettingPurpose
TimezoneDefault timezone
Date FormatHow dates display
Number FormatDecimal/thousand separators
CurrencyDefault currency

Email Configuration

Setting Up Email

  1. Go to Settings > Email
  2. Configure SMTP or service:
    • Server address
    • Port
    • Authentication
    • From address

Testing Email

  1. Click Send Test Email
  2. Enter test address
  3. Verify receipt
  4. Check spam folder if not received

Email Templates

Customize templates for:

  • User invitations
  • Order confirmations
  • Invoice delivery
  • Notifications

Document Settings

Number Sequences

Configure automatic numbering:

DocumentFormat
InvoicesINV-2024-0001
Sales OrdersSO-2024-0001
Purchase OrdersPO-2024-0001

Document Templates

Customize appearance:

  1. Go to Settings > Templates
  2. Select document type
  3. Customize layout
  4. Save

Security Settings

Password Policy

Set requirements:

  • Minimum length
  • Complexity rules
  • Expiration period

Session Settings

Configure sessions:

  • Timeout duration
  • Concurrent sessions
  • Remember me duration

Backup & Maintenance

Regular Tasks

  • Review system health
  • Check storage usage
  • Monitor performance
  • Apply updates

Best Practices

  • Document all changes
  • Test before applying
  • Keep settings consistent
  • Review periodically

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