Customer Guide / Settings & Scheduler

Settings & Scheduler

Configure the site and automate recurring tasks.

The settings hub

The Settings screen is a hub of configuration areas, each opened from its own tile. From here you manage everything that applies across the platform.

The Settings hub.
The Settings hub.
AreaWhat it controls
SiteCore site identity and defaults
LanguageConfigured languages and locale options
SMTPOutgoing email server for sending messages
SMSText-message gateway configuration
Security / Password / AuthSign-in policy, password rules and authentication options
SSL/TLSCertificates and secure transport
Cluster / Cache / OperationsRuntime, caching and operational settings
SwaggerAPI documentation access
BackupData backup configuration and runs
MediaAsset and media handling
BrandingLogos, colours and theme
WorkflowReview and approval flows for content
LabelsReusable interface text and translations

Site & language

Site holds core identity and defaults; Language configures the languages and locales available across the portal.

Site settings.
Site settings.
Language settings.
Language settings.

Email & SMS

Configure outgoing channels: SMTP for email and SMS for text messages.

SMTP (outgoing email) settings.
SMTP (outgoing email) settings.
SMS gateway settings.
SMS gateway settings.

Security, authentication & password policy

Control sign-in security, authentication options and password rules.

Security settings.
Security settings.
Authentication settings.
Authentication settings.
Password policies.
Password policies.
SSL/TLS certificate settings.
SSL/TLS certificate settings.

Branding & media

Use Branding to set your logo, colours and theme, and Media to control asset handling.

Branding settings.
Branding settings.
Media settings.
Media settings.

Runtime: cluster, cache, operations & Swagger

Operational areas for runtime behaviour, caching, cluster configuration and API documentation access.

Cluster settings.
Cluster settings.
Cache settings.
Cache settings.
Operations settings.
Operations settings.
Swagger / API docs access.
Swagger / API docs access.

Backup & restore

Configure and run data backups, and restore from a previous point in time. See Trash, Backup & Restore for the full picture.

Backup & restore settings.
Backup & restore settings.

Workflow

The Workflow area lets content move through review and approval steps before it goes live, so the right people sign off on changes.

Content workflow and approvals.
Content workflow and approvals.

Scheduler

Recurring tasks — such as publishing content on a date or sending a digest — run automatically on a timetable so you don't have to trigger them by hand.

Scheduling recurring tasks.
Scheduling recurring tasks.
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Settings such as Backup, SMTP, Security and SSL/TLS are usually managed by administrators. See the developer Deployment & Infra page for the operational side.