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Settings

Selecting Settings beneath the Administration tab displays all of the basic information about your customized instance of the Connected Market Space, as shown in the illustration below.

This includes your Account Settings details (including the Name, Description, Product Title, Default Project and Default Process), your Contact Sources, and your Contact Ranks, which you can edit as necessary.

Clicking within the Contact Ranks portion of the Settings screen allows you to add additional Ranks to the system using the Contact Rank dialog, as shown in the following illustration.

  1. Enter a name for the new Rank in the Name text field and a description for it in the Description text field then click OK to add the new Rank to the Ranks list.

Clicking a Rank on the Ranks list allows you to select Edit from the pop-up menu that is displayed and edit an existing Rank using the Contact Rank dialog, illustrated below.

  1. Modify the information contained within the Name and/or Description text field and click OK to save any changes that you make to the system.

Clicking a Rank on the Ranks list allows you to select Delete an existing Rank using the Remove Contact Rank window, illustrated below, which is displayed to confirm that is your intention.

  1. Click OK to proceed with the deletion or click Cancel to close the Remove Contact Rank window without removing the Rank from the system.