Try RMail PRE-Crime Services – Deciding which settings should apply, and who they should apply to, may become a tricky business. For that reason, RPortal gives you the option to decide whether all or some settings should apply company-wide, to some users in particular, or whether users can configure their own settings in the corresponding app.
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This article covers the following topics:
Accessing company settings
To view and configure your company settings, follow the next steps:
1. Log into RPortal.
2. Access the Company Accounts module.
3. Click on the Settings option from the top navigation bar. By default you will access your company settings.
Learn more about the available settings in RPortal here.
Accessing user settings
If you want to change settings for just some users in your account, follow these steps to access the user settings:
1. Log into RPortal.
2. Access the Company Accounts module.
3. Click on the Settings option from the top navigation bar. By default you will access your company settings.
4. Click on the Users option.
5. Look for the user whose settings you wish to change and click on their user name.
Tip: Use the Search box to easily find the corresponding user.
You will access their user settings.
Learn more about the available settings in RPortal here.
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Yes, No, Set by App options
As described, you can adjust settings both at company and user levels. So, if company and user settings are configured differently, how do I know which are the effective settings? It's easy! Just continue reading to learn the general rules and which settings prevail in each scenario.
General rules:
- Whenever dealing with settings that can only be adjusted in RPortal and not in the Outlook plugin: see table below:
| Configurable in Outlook Plugin? | Company-level Setting in RPortal | User-level Setting in RPortal | Effective Setting |
| No | Set by User | Set by App | Click on the Effective settings button to view whether the setting is enabled or disabled by default. |
| No | Set by User | Yes | User-level settings in RPortal prevail. The setting is enabled for the specific user. |
| No | Set by User | No | User-level settings in RPortal prevail. The setting is disabled for the specific user. |
| No | Yes | Set by App | Company-level settings in RPortal prevail. The setting is enabled for all users in that Company. |
| No | Yes | No | Company-level settings in RPortal prevail. The setting is enabled for all users in that Company. |
| No | Yes | Yes | Company-level settings in RPortal prevail. The setting is enabled for all users in that Company. |
- Whenever dealing with settings that can be adjusted both, in RPortal and in the Outlook plugin, whatever is defined in RPortal will prevail over what is defined in the Outlook plugin, unless the setting in RPortal is defined as Set by App. See table below:
| Configurable in Outlook Plugin? | Company-level Setting in RPortal | User-level Setting in RPortal | Effective Setting |
| Yes | Set by User | Set by App | Whatever is configured in the user's Outlook plugin prevails. |
| Yes | Set by User | Yes | User-level settings in RPortal prevail. The setting is enabled for the specific user, regardless of what is configured in their Outlook plugin. |
| Yes | Set by User | No | User-level settings in RPortal prevail. The setting is disabled for the specific user, regardless of what is configured in their Outlook plugin. |
| Yes | Yes | Set by App | Company-level settings in RPortal prevail. The setting is enabled for all users in that Company, regardless of what is configured in their Outlook plugin. |
| Yes | Yes | Yes | Company-level settings in RPortal prevail. The setting is enabled for all users in that Company, regardless of what is configured in their Outlook plugin. |
| Yes | Yes | No | Company-level settings in RPortal prevail. The setting is enabled for all users in that Company, regardless of what is configured in their Outlook plugin. |
| Yes | No | Set by App | Company-level settings in RPortal prevail. The setting is disabled for all users in that Company, regardless of what is configured in their Outlook plugin. |
| Yes | No | Yes | Company-level settings in RPortal prevail. The setting is disabled for all users in that Company, regardless of what is configured in their Outlook plugin. |
| Yes | No | No | Company-level settings in RPortal prevail. The setting is disabled for all users in that Company, regardless of what is configured in their Outlook plugin. |
Tip: If you are unsure what the effective settings are for a specific user, just click on the Effective Settings button.
You will see all the available settings, what is configured at Company level, what is configured at User level, and the effective settings. Note: You can download the table by clicking on the download csv icon.