System Settings
How to use System Settings in Platform Settings: access, working steps, fields, related records and troubleshooting.
Purpose and access
Review platform defaults and dependencies within the administrator’s authority. Record the reason and tested impact of changes. Authentication, session settings and security-sensitive configuration need a controlled change process.
This page is a settings page in System Admin → Platform Settings. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Language, Date Format, Time Format, Number Format.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open System Settings from System Admin → Platform Settings, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Countrycountry | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Country |
Languagelanguage | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Language |
Time Zonetime_zone | Select Required · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Currencycurrency | Link Optional | Default display currency Linked record: Currency |
Enable Onboardingenable_onboarding | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Disable Document Sharingdisable_document_sharing | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Date Formatdate_format | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Time Formattime_format | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Number Formatnumber_format | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Use Number Format from Currencyuse_number_format_from_currency | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
First Day of the Weekfirst_day_of_the_week | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Float Precisionfloat_precision | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Currency Precisioncurrency_precision | Select Optional | If not set, the currency precision will depend on number formatAvailable choices
|
Rounding Methodrounding_method | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Show Absolute Datetime in Timelineshow_absolute_datetime_in_timeline | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Apply Strict User Permissionsapply_strict_user_permissions | Check Optional | If Apply Strict User Permission is checked and User Permission is defined for a DocType for a User, then all the documents where value of the link is blank, will not be shown to that User |
Show External Link Warningshow_external_link_warning | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Session Expiry (idle timeout)session_expiry | Data Optional | Example: Setting this to 24:00 will log out a user if they are not active for 24:00 hours. |
Document Share Key Expiry (in Days)document_share_key_expiry | Int Optional | Number of days after which the document Web View link shared on email will be expired |
Allow only one session per userdeny_multiple_sessions | Check Optional | Note: Multiple sessions will be allowed in case of mobile device |
Disable Username/Password Logindisable_user_pass_login | Check Optional | Make sure to configure a Social Login Key before disabling to prevent lockout |
Max signups allowed per hourmax_signups_allowed_per_hour | Int Optional | Enter a whole-number value. |
Allow Login using Mobile Numberallow_login_using_mobile_number | Check Optional | User can login using Email id or Mobile number |
Allow Login using User Nameallow_login_using_user_name | Check Optional | User can login using Email id or User Name |
Login with email linklogin_with_email_link | Check Optional | Allow users to log in without a password, using a login link sent to their email |
Login with email link expiry (in minutes)login_with_email_link_expiry | Int Optional | Enter a whole-number value. |
Rate limit for email link loginrate_limit_email_link_login | Int Optional | You can set a high value here if multiple users will be logging in from the same network. |
Allow Consecutive Login Attemptsallow_consecutive_login_attempts | Int Optional | Enter a whole-number value. |
Allow Login After Failallow_login_after_fail | Int Optional | In seconds |
Enable Two Factor Authenable_two_factor_auth | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Bypass Two Factor Auth for users who login from restricted IP Addressbypass_2fa_for_retricted_ip_users | Check Optional | If enabled, users who login from Restricted IP Address, won't be prompted for Two Factor Auth |
Bypass restricted IP Address check If Two Factor Auth Enabledbypass_restrict_ip_check_if_2fa_enabled | Check Optional | If enabled, all users can login from any IP Address using Two Factor Auth. This can also be set only for specific user(s) in User Page |
Two Factor Authentication methodtwo_factor_method | Select Optional | Choose authentication method to be used by all usersAvailable choices
|
Expiry time of QR Code Image Pagelifespan_qrcode_image | Int Optional | Time in seconds to retain QR code image on server. Min: 240 |
OTP Issuer Nameotp_issuer_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
OTP SMS Templateotp_sms_template | Small Text Optional | OTP placeholder should be defined as {{ otp }} |
Logout All Sessions on Password Resetlogout_on_password_reset | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Force User to Reset Passwordforce_user_to_reset_password | Int Optional | In Days |
Reset Password Link Expiry Durationreset_password_link_expiry_duration | Duration Optional | Enter the actual or planned duration using the field’s supported units. |
Password Reset Link Generation Limitpassword_reset_limit | Int Optional | Hourly rate limit for generating password reset links |
Enable Password Policyenable_password_policy | Check Optional | If enabled, the password strength will be enforced based on the Minimum Password Score value. A value of 1 being very weak and 4 being very strong. |
Minimum Password Scoreminimum_password_score | Select Optional | 0 - too guessable: risky password. 1 - very guessable: protection from throttled online attacks. 2 - somewhat guessable: protection from unthrottled online attacks. 3 - safely unguessable: moderate protection from offline slow-hash scenario. 4 - very unguessable: strong protection from offline slow-hash scenario.Available choices
|
Email Footer Addressemail_footer_address | Small Text Optional | Your organization name and address for the email footer. |
Email Retry Limitemail_retry_limit | Int Optional | Enter a whole-number value. |
Disable Standard Email Footerdisable_standard_email_footer | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Hide footer in auto email reportshide_footer_in_auto_email_reports | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Include Web View Link in Emailattach_view_link | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Store Attached PDF Documentstore_attached_pdf_document | Check Optional | When sending document using email, store the PDF on Communication. Warning: This can increase your storage usage. |
Welcome Email Templatewelcome_email_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Template |
Reset Password Templatereset_password_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Template |
Max File Size (MB)max_file_size | Int Optional | Enter a whole-number value. |
Max Zip Extract Size (MB)max_zip_extract_size | Int Optional | Maximum total size a ZIP archive is allowed to expand to when extracted. |
Allow Guests to Upload Filesallow_guests_to_upload_files | Check Optional | When enabled this will allow guests to upload files to your application, You can enable this if you wish to collect files from user without having them to log in, for example in job applications web form. |
Force Web Capture Mode for Uploadsforce_web_capture_mode_for_uploads | Check Optional | When uploading files, force the use of the web-based image capture. If this is unchecked, the default behavior is to use the mobile native camera when use from a mobile is detected. |
Strip EXIF tags from uploaded imagesstrip_exif_metadata_from_uploaded_images | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Only allow System Managers to upload public filesonly_allow_system_managers_to_upload_public_files | Check Optional | If enabled, only System Managers can upload public files. Other users can't see the checkbox Is Private in the upload dialog. |
Delete Background Exported Reports After (Hours)delete_background_exported_reports_after | Int Optional | Defines how long exported reports sent via email are kept in the system. Older files will be automatically deleted. |
Allowed File Extensionsallowed_file_extensions | Small Text Optional | Provide a list of allowed file extensions for file uploads. Each line should contain one allowed file type. If unset, all file extensions are allowed. Example: CSV JPG PNG |
Allowed Doctypes for Guest Uploadsallowed_doctypes_for_guest_uploads | Small Text Optional | Provide a list of allowed Doctypes for file uploads. Each line should contain one allowed Doctype. If unset, uploads to all doctypes are allowed. Example: User Item Quotation |
Default Appdefault_app | Select Optional | Redirect to the selected app after login |
Disable System Update Notificationdisable_system_update_notification | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Disable Change Log Notificationdisable_change_log_notification | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Hide Empty Read-Only Fieldshide_empty_read_only_fields | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Disable Product Suggestiondisable_product_suggestion | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Number of Backupsbackup_limit | Int Optional | Older backups will be automatically deleted |
Encrypt Backupsencrypt_backup | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Max auto email report per usermax_auto_email_report_per_user | Int Optional | Enter a whole-number value. |
Max Report Rowsmax_report_rows | Int Optional | This value specifies the max number of rows that can be rendered in report view. |
Enable Snapshot Reportsenable_snapshot_reports | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Sync In Batchessync_in_batch | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Frequencyfrequency | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Sync Timeout (Seconds)sync_timeout | Int Optional | Enter a whole-number value. |
Run Jobs only Daily if Inactive For (Days)dormant_days | Int Optional | Will run scheduled jobs only once a day for inactive sites. Set it to 0 to avoid automatically disabling the scheduler. |
Show Full Error and Allow Reporting of Issues to the Developerallow_error_traceback | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow Sending Usage Data for Improving Applicationsenable_telemetry | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Link Field Results Limitlink_field_results_limit | Int Optional | Enter a whole-number value. |
Allow Clearing Link Fieldsallow_clearing_link_fields | Check Optional | Adds a clear (×) button to Link fields, allowing users to quickly remove the selected value. |
Log API Requestslog_api_requests | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.