General system settings

To update general system settings: 

1. Sign in to the Operator Control Panel.
2. On the Navigation Bar, go to System Settings (see Navigation). The General tab of the System Settings page is displayed.
   The General tab includes the following options:
   
   • Secret key:
     
     • Secret key — secret key used to connect to ActivePlatform.
       
       
       
       
   • Name server settings:
     • NS 1–NS 4 — addresses of the DNS servers (at least two) used to connect to ActivePlatform.
       
       
       
       
   • Catalog settings:

     • Catalog url — URL of the Catalog of the services available in the Customer Control Panel. When a customer clicks Buy Subscription in the Customer Control Panel, the Catalog page is displayed in the new window, if the Catalog URL is specified, or the New Subscription page for choosing a Plan and Plan Period is displayed, if the field is empty.
       
       
       
       

   • Legal agreements:

     • Request agreement with Privacy Policy — if the checkbox is selected, during the first sign in (see Log in to the Customer Control Panel) and new User self-registration via the Customer Control Panel (see Quick and full registration), the Privacy Policy agreement is prompted for a User. The User should agree to the Privacy Policy to start using the Customer Control Panel and complete the self-registration.
     • Privacy Policy URL — URL of the Privacy Policy document displayed for familiarization with its contents.
       
     • Request agreement with Terms and Conditions — if the checkbox is selected, in the Customer Control Panel, during the first sign in and on the Order confirmation page for new Subscriptions (see Buy subscription), the Terms and Conditions agreement is prompted for an Account. The Account should agree to the Terms and Conditions to start using the Customer Control Panel and order a new Subscription.
       
     • Terms and Conditions URL — URL of the Terms and Conditions document displayed for familiarization with its contents.
       
       
       
       

   • SMTP mail server settings:

     • Default mail sender — sender’s email that is used by default for sending emails.
       
     • Host — address of the server.

     • Port — port of the SMTP server.

       You can request the current settings of SMTP server from the provider of the mail service.

     • Domain — domain of the SMTP server.
     • Authentication — the checkbox is selected if the SMTP server requires authentication. If the Authentication checkbox is selected, the following options must be filled:
       • Authentication type — type of authentication.
       • User name — SMTP server login.
       • Password — SMTP server password.
     • Enable STARTTLS auto (check to enable TLS) — activation of STARTTLS allows using TLS (Transport Layer Security) for ordinary SMTP-connections. An encrypted TLS connection can be used to improve the security of communicating between the e-mail server and the client. 
     • Use SSL — activation of SSL for the email server.
       
     • Use TLS — activation of TLS for the email server.
     • OpenSSL verify mode — mode of the OpenSSL verification.
       
       
       
       

   • SMS settings:

     • Verify phone number by SMS — if the checkbox is selected, in the Customer Control Panel, verification of new Accounts via SMS is required. 

     • SMS gate — SMS gate service used for sending SMS.
       
       

     
     

   • Document ID formats — templates used for numbers of various documents in ActivePlatform. Any document number must include the %N mask, where N — is a number of characters (minimum 6), and may include letters (for example, SO — Sales Order, RN — Renewal Order), dashes and placeholders.

     • Sales order — Sales Order number template (for types of Orders, see Managing an Order).

     • Renewal order — Renewal Order number template.
       

     • Prolong order — Prolong Order number template.

     • Change order — Change Order number template.
       

     • Switch order — Switch plan Order number template.
       

     • Payment — Payment number template.

     • Allow editing a payment number — if the checkbox is cleared, Payment numbers are not available for editing (Viewing Payment details). Predefined Payment numbers may be required for correct integration with third-party CRM systems.

     • Domain name generation format — domain name template for generated domains.

     • Invoice — Invoice number template.

     • Invoice file name — filename template for downloadable Invoices.

     • Invoices (generated by the platform) — if the checkbox is selected, the Invoices section is displayed in the Customer Control Panel (see Управление Актами).

     • Closing documents (generated by an external system) — if the checkbox is selected, the Closing documents section is displayed in the Customer Control Panel (see Closing documents and Closing documents).

     • External system generates Invoices — if the checkbox is selected, a third-party ERP system manages Invoices for the Postpay model instead of ActivePlatform (see Managing Invoices for the Postpay model by a third-party ERP system).
       
       
       
       

   • Rounding settings:

     • Rounding value — the sums of all generated payments are rounded up by the rule of multiplicity to the specified value.
       
       
       
       

   • Region settings:
     • Default country — default country for creating a new Account (see Creating an Account), new Reseller (see Creating a new Reseller), and the process of full registration in Customer Control Panel (see Full registration). The default country is used when the country cannot be detected by the IP-address or the GeoIP service is not activated.
     • Forbid changing the default country — if the checkbox is selected, changing the default country is not available while creating and editing an Account. The GeoIP service is not available in this case too.
     • Use GeoIP — if the checkbox is selected, the GeoIP service is activated. In this case, for creating a new Account, new Reseller, and the process of full registration in Customer Control Panel, the value of the Country list box is prefilled with the country detected by the IP address. If the country cannot be detected, the Country drop-down list box is prefilled with the default value selected in the Default country list.
       If the checkbox is cleared, the GeoIP service is not activated. In this case, for creating a new Account, new Reseller, and the process of full registration in Customer Control Panel, the value of the Country list is prefilled with the default value selected in the Default country list.
       
       
   • Postpay settings:
     • Allow an account to order a postpaid subscription — choice of the mode of how Accounts get permission to order Subscriptions withing the Postpay model when a customer pays after factual using a service:
       • Automatically — all new and existing Accounts can order postpaid Subscriptions without manual approval from the Manager (by default).

       • Manually — to order a postpaid Subscriptions, an Account should get approval from the Manager.

         For more information about managing the Account's permission to order Subscriptions withing the Postpay model, see Managing Account's permission to use the Postpay model.

         It is not recommended to change the Postpay settings multiple times because it may lead to the unwanted limitation of operations with existing Subscriptions for a part of Accounts.

         
         

3. Edit the necessary options that are available for changing.
4. Click Update to save the changes.