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Settings
Settings
Configure your application's settings, including user access, forms, workflows, and system options.
Access Settings
- Access Overview
- Edit, Activate, Deactivate, or View Activity of a User Account
- Add a User Account
- Manage a User Role
- View all User Activity
- Access Control List
- Add, Edit, or Delete a Team
- Set up Single Sign On (SSO)
- Restrict Access to Closed Cases
Forms
- Forms Settings Overview
- Use the Form Builder
- Edit a Standard Record Type
- Add and Delete a Picklist Option
- Configure a Picklist and Picklist Option
- Set up a Data Form
- Add a Custom Form
- Set Up Automatic Translation
- Add an Entity Grid to the Case Form
Workflow
- Workflows Overview
- Add a Workflow
- Edit, Activate, Deactivate, or Delete a Workflow
- Rules Overview
- Add a Rule
- Edit, Deactivate, or Delete a Rule
- Set the Case Number Format
- Add, Edit, or Delete a Case Submission Rule
Data
- Data Overview
- Create and Upload a Document Template
- Add, Edit, or Delete a Packet Option
- Find a Field Name Tag
- Add, Edit, or Delete a Holiday Calendar Date
- Add and Delete a Library File
- Add, Edit, or Delete a Standard Response
- Add, Edit, or Delete a Flag
- Add, Edit, or Delete a Data Form Entry
- Edit Translations
System
- System Overview
- View or Restore a Cancelled Case
- Export and Import a Configuration File
- Export all Case IQ Grid Data
- Add, Edit, or Delete Dialing Instructions
- Add an Email Rule and Review Unassigned Incoming Mail
- View the Integration Log
- Update Application Options
- Set up a Twilio Integration
- Purge, Schedule Purge, or Cancel Purge for a Record
- Edit, Disable, or Configure a System Notification
- Add, Edit, or Delete a Theme
- Monitor the User and Storage Usage Dashboard
- Generate a Data Dictionary File
- Add or Delete a Language
- Configure your Application's Languages
- Add or Edit a Data Import