Use the Preferences Settings to define the following default settings: General, Accounts, Logos, and Automated Tasks. The following table provides a brief description of each setting and a link to the topic that contains more information.
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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. |
Link |
Purpose |
For more information |
General Preferences |
Use the General Preferences to set the defaults for attachments, categories, grids, portal time out, the alio Vendor Portal URL and the system administrator user name and password. |
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Account Preferences |
Use the Account Preferences to define the options that impact the user and vendor when they create an alio Vendor Portal account. |
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Logo Preferences |
Use the Logo Preferences to upload the logo files you want to use on alio Vendor Portal pages and reports. |
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Automated Task Preferences |
Use the Automated Tasks Preferences to define the scheduling parameters for automatic notifications and purge options. There are four automated tasks that will run:
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