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Setting the General Preferences

Important: Alio Employee Service Portal (ESP) and Alio Vendor Portal (VP) share many of the same system preferences because both applications share the same software platform. These fields are marked with an asterisk (*) in the General Preference Settings table. If your organization uses the Alio ESP, any change made to these shared preferences in Alio ESP are applied automatically to Alio VP; and changes to shared preferences made in Alio VP are applied automatically to Alio ESP. The changes will display the next time the Alio Employe Service Portal administrator or Alio Vendor Portal administrator logs into the appropriate application.

Use the General Preferences page to define the items listed in the General Preference Settings table.

Tip: Links to the other system setting options display in the Navigation bar. Click here to display a table describing each link.

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Modifying the General Preferences Page

To update the General Preferences page:

  1. Click the Preferences link on the Admin Home page

  2. On the System Settings page, click the Preference Type Drop Down List button and select General from the list.

  3. Define the general preferences based on your organization's business practices. Refer to the General Preference Settings table for more information.

  4. Click the button to save the general preference settings. The message "General Preference Settings Updated" displays.

  5. Click the button to close the dialog box.

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General Preference Settings

System Default

Description

Default

Items Per Page*

Type the number of items that will display, per page, in a grid.

20

Vendor Form Category Levels

Type the number of category levels allowed in the Forms section of the Vendor Forms page.

2

Vendor Form Max # of Files

Type the maximum number of files allowed in the Forms section of the Vendor Forms page.

100

Vendor Form Max File Size (MB)

Type the maximum file size that may be uploaded in the Forms section of the Vendor Forms page.

100

Vendor Form Allowed File Types

Type the extension for each type of file that can be added to the Forms section of the Vendor Forms page, separated by a comma (e.g., doc,docx,txt,xls).

doc,docx,txt,xls,xlsx,pdf,

ppt,pptx,zip,jpg,png

Request Attachment Max # of Files*

Type the maximum number of attachments that may be attached to a request.

Set this value to 0 to not allow employees to attach files to their requests.

10

Request Attachment Max File Size (MB)*

Type the maximum file size that may be attached to a request.

100

Request Attachment Allowed File Types*

Type the extension for each type of file that can be attached to a request, separated by a comma (e.g., doc,docx,txt,xls).

doc,docx,txt,xls,xlsx,pdf, ppt,pptx,zip,jpg,png

Vendor Attachment Max # of Files

Type the maximum number of attachments a vendor may upload.

Set this value to 0 to not allow vendors to upload documents for administrator review.

10

Vendor Attachment Max File Size (MB)

Type the maximum file size of the attachment that a vendor may upload.

100

Vendor Attachment Allowed File Types

Type the extension for each type of file that can be uploaded by a vendor, separated by a comma (e.g., doc,docx,txt,xls).

doc,docx,txt,xls,xlsx,pdf, ppt,pptx,zip,jpg,png

Vendor Portal URL

Type the full URL for the Alio Vendor Portal software solution. This URL is inserted as a link to the application in the system-generated e-mail messages. You can type up to 100 alphanumeric characters.

N/A

Vendor Portal Administrator Name

Type the name of the person who is responsible for administration of the Alio Vendor Portal software solution. The Alio Vendor Portal Administrator Name displays on the Admin Home page. You can type up to 100 alphanumeric characters.

N/A

Vendor Portal Administrator E-mail

Type the e-mail address of the person who is responsible for administration of the Alio Vendor Portal software solution. The Alio Vendor Portal Administrator E-mail displays on the Admin Home page. It is also used to send system-generated e-mail messages when specific events occur in Alio Vendor Portal. You can type up to 100 alphanumeric characters.

N/A

Master Password*

Type the password that a person can use to log into the Alio Vendor Portal as another user or vendor.

You must enter a master password that is at least eight characters in length that meets these conditions:

  • Contains at least one lowercase letter

  • Contains at least one number

  • Contains at least one special character from the following list: !@#$%^&*?_~

When the General Preferences page is saved, an error message will display if the master password does not meet this criteria.

N/A

Portal Timeout Set By*

Select the option used by the portal to timeout a user:

  • Preferences to use the Portal Timeout (Minutes) set on the General Preferences tab.

  • User Roles to use the Portal Timeout (Minutes) set for the User Role on the Modify User Role page. The portal will use the Portal Timeout (Minutes) set on the General Preferences tab for any user not assigned a user role.

 

Portal Timeout (Minutes)*

Type the number of minutes that a user's portal session is inactive before the portal session times out. The portal uses this value when the Portal Timeout Set By field is set to Preferences or the Portal Timeout Set By field value is set to User Role and the user is not assigned to a User Role.

20

Year Range

Click the first Drop Down List button to select the first year for which unpaid and paid invoice records and purchase order records will display on the following  pages of the Vendor Portal.

  • View Unpaid Invoices

  • View Paid Invoices

  • View Purchase Orders

Click the second Drop Down List button to select the last year for which unpaid and paid invoice records and purchase order records will display on the following  pages of the Vendor Portal.

  • View Unpaid Invoices

  • View Paid Invoices

  • View Purchase Orders

2000 - Current Year

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