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Settings

CPD settings.

Overview

Settings include the default tax, whether fees are quoted tax-inclusive, the certificate code prefix, the company email that receives trainer contracts, and the defaults finance uses for budgets, such as the approver and the per-diem rate.

Settings in the CPD Training module.

When to use settings

  • You set CPD up for the first time.

Step by step

In the CPD Training module open Configuration in the green navigation bar, then choose Settings under Automation.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

  • Actions on the screen: Save, VAT @ 16% 16.0% KE ×.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • cpd.config.manage
  • cpd.config.read