How to Configure Instance Parameters?

Configuring the instance allows you to change general system parameters, such as instance name, domain, contact information, and other system parameters.

When You'll Need This

  • You need to change the instance name or system domain.
  • You need to configure contact information for the system.
  • You need to change other general system parameters.

What's Important to Know

  • Instance — a separate ConnectiveOne system instance for a specific client.
  • Instance parameters — general settings that affect the entire system.
  • Changes — some changes may require system restart or cache update.

Before You Start

  • You are logged in with administrator rights.
  • You have permission to edit instance settings (canSave).

Step-by-Step Instructions

1. Open Instance Settings

  1. Go to the Settings module through the menu or directly at /settings-page.
  2. In the side menu, find the "Instance Settings" item (/settings-page/instance-settings).
  3. Click on it.

2. View Current Settings

  1. The system displays a form with current instance settings.
  2. Review all available parameters.

3. Change Instance Parameters

  1. Change the required parameters:
    • "Instance Name" — name of your ConnectiveOne instance.
    • "Domain" — system domain (if available).
    • "Contact Information" — email, phone, etc.
    • "Time Zone" — time zone for the system.
    • Other parameters (depending on implementation).
  2. Verify the entered data.

4. Save Settings

  1. Verify all changes made.
  2. Click the "Save" or "Save Changes" button.
  3. Wait for a message about successful saving.
  4. If the system requires restart, perform it.

What Happens Next

Settings are applied to the system:

  • Instance name is displayed in the system interface.
  • Domain is applied to system URLs (if configured).
  • Contact information is used for notifications and feedback.

How to Verify Everything Worked

  • Check that the instance name is displayed in the system interface.
  • Check that the domain is applied (if configured).
  • Check that other parameters are applied correctly.

Important Notes

  • ⚠️ Critical changes: Some changes (for example, domain) may affect system access — be careful.
  • 🔄 Restart: Some changes may require system restart or cache update.
  • 💡 Backup: It's recommended to back up settings before critical changes.