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Settings Overview

The Settings tab contains all functionality for System Administrators to control their application, including user roles, custom workflows, picklists, notifications, and more. Generally, only the System Administrator can access the Settings tab of the application. 

Each of the 5 tabs in Settings are described below. Navigate to additional pages in each Settings tab by clicking the page menu (highlighted in the screenshot below) and selecting another option from the dropdown.

  1. Access: view application users and their details, edit users, and add new users and teams.
  2. Forms: manage custom picklist fields (see Configure Picklist Options) and form types (see Forms Overview).
  3. Workflow: create and manage custom workflows and rules for automated tasks.
  4. Data: view and edit some data elements in the application pages, including:
    1. Language translations and field captions.
    2. Word document templates for file generation.
    3. Library files. 
    4. Standard response templates for email and other communication features.
    5. Custom flags.
  5. System: view and edit management records of the application, including:
    1. Purge records.
    2. Integration log.
    3. Case link statistics.
    4. Cancelled cases.
    5. Incoming mail.

Access page in settings.