Before you begin: Preferences are how you control the look and feel of your TapClicks instance. You can also set permissions for your users.
How to Control Platform Settings
1] Login to TapClicks and on the Admin menu, click Platform Settings.
2] The Preferences page appears with the tab menu across the top.
Branding Tab
3] Clicking the Branding tab.
4] In this tab, you can change the look and feel of your instance by changing any of the following:
- Tapclicks logo in light or dark mode
- Include logo on reports
- TapClicks in light or dark mode
- Custom themes and color or predefined themes
- Login page message
Application Tab
5] Click the Application tab.
6] In this tab, you can specify certain variables for your instance including the following:
- Application name
- Display currency
- Timezone
- Week start day
- Login expiration hours
- Minimum password length for logging in
Dashboards Tab
7] Click the Dashboards tab.
8] In this tab, you can specify visibility and widgets options for your dashboard.
Templates Tab
9] Click the Templates tab.
10] In this tab, you can choose to upload your PowerPoint template (.potx files only) or use the default template for your account.
11] To upload your template, drag the template file onto the upload box.
12] Choose the Use Custom Template radio button.
Support Links Tab
13] Click the Support Links tab.
14] Here you enter support emails or URLs for business admins, agents and clients.
Broadcast Messages Tab
| NOTE: The Broadcast Messages tab will only be visible to users who have TapProjects enabled. |
15] Click the Broadcast Messages tab.
16] Here you can send event notifications to Slack channels for the following events:
- Order created
- Order submitted
- Line item created
- Line item submitted