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Global Setup

Source PDF page(s): 50–54 (of raw/specs/MMS features v2.5.pdf) User Guide section: §6 (of raw/specs/MMS_UserGuide_v2.5.0.0.docx)

Summary: System-wide configuration — core MMS settings and integrations, session timeout policy, and the industry classification framework used to categorize merchants.

Owner: Martin (project lead — confirm feature owner)

Status: shipped

Why

Centralizes global behavior, integrations, security/usability tradeoffs (timeouts), and merchant classification in one place. See MMS Features v2.5 §6.

What

6.1 Settings (p.50) — Completed

  • MMS Configuration: core system settings controlling overall behavior and operational rules.
  • Integration Setup: configure integrations with external systems and services.
  • Global Setup: define global parameters.
  • File Cleanup Settings: file retention and automatic cleanup policies for backup and log files.

6.2 Industry Categories (p.53) — Completed

  • Manage a centralized list of Industry Types (e.g. Retail, Hospitality, Restaurant, Hotel).
  • Manage a centralized list of Industry Categories (e.g. Cocktail Bar, Wine Bar, Fashion, Hardware).
  • Used to classify merchants for organization, configuration, reporting, and industry-specific behavior.

6.3 Timeouts (p.52) — Completed

  • Global session idle policy for automatic logout after inactivity.
  • Default idle timeout duration for all users and sessions.
  • Warning countdown before session expiration; session activity timeline (active → warning → logout states).
  • Time Extension White List: specific modules or pages that require a longer session (e.g. Audit Log).
  • Extended timeout values configurable for selected routes or system functions.
  • Centralized editing and maintenance of timeout configurations.

Out of scope

Per-device settings — see device-manager-device-setup (Device Setup → Settings tab).

Acceptance criteria

  • [x] Configure core MMS settings and external integrations.
  • [x] File retention/cleanup policy for backups and logs.
  • [x] Session idle policy with default timeout, warning countdown, and time-extension whitelist.
  • [x] Maintain Industry Types and Industry Categories for merchant classification.

Linked pages

Screenshots

Settings — MMS Configuration

Settings — Integration Setup

Settings — File Cleanup

Industry Categories — Types

Industry Categories — Categories

Timeouts — session policy

Timeouts — Time Extension White List

Status history

  • 2026-05-27 — ingested from features doc v2.5 (Settings, Timeouts, Industry Categories all "Completed") → shipped
  • 2026-06-03 — section structure (6.1/6.2/6.3) and capability details updated from raw/specs/MMS_UserGuide_v2.5.0.0.docx §6