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The table below provides an overview of the site admin settings that control the behaviour of user and contact cards.

Click the blue links on the left to access full instructions for each setting.

SettingDescription
Custom FieldsSet up extra fields for recording additional information on user and contact cards.
PositionsSet up positions that may be assigned to users and client and supplier contacts.
Default User Note RestrictionsSet the defaults for who has access to user notes.
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