General Settings

Switching on the Credas AML check feature
Enabling the Credas AML check feature will allow you run an AML check on your clients directly from the contacts tab on any client page. Please note tha...
Fri, 10 May, 2019 at 2:51 PM
Locking fields
Normally in Senta, all fields can be seen by all users in the practice.  This open access isn't always desirable.  For example, you may wish to hide c...
Tue, 10 Apr, 2018 at 9:59 AM
Integrations within Senta
To enable any integrations in Senta, go to Settings > General Settings > Extras. Companies House Once you have turned on the Companie...
Mon, 5 Nov, 2018 at 2:34 PM
GoProposal integration
Go into your GoProposal site, then under Settings > Integrations you should see the following: Firstly it’ll need a "Senta Access Key". ...
Mon, 5 Nov, 2018 at 2:32 PM
IP restrict option
To add another layer of security, lower the risk of attack and prevent unauthorised access, you can request the IP restrict option. This option can only by ...
Wed, 19 Dec, 2018 at 5:25 PM
Admin only widget restriction
The admin only widget restriction allows you to limit the dashboard of those with practice user level permissions to 3 widgets, without the possibility of t...
Wed, 19 Dec, 2018 at 5:25 PM
Date format display change
To change the format in which the date is displayed on Senta, go to Settings > General settings > Display tab From here you can select your prefer...
Wed, 16 Jan, 2019 at 2:36 PM
How to set your timezone
You can change your timezone by going into the General settings and then choosing the Display tab. Towards the bottom of the page you will see the Time...
Thu, 28 Mar, 2019 at 2:18 PM
Setting Up Two-factor Authentication
Two-factor authentication allows you to add an extra layer of security to your workspace. Please note that to use this feature you will need a smartphone an...
Fri, 10 May, 2019 at 8:29 AM