Administration

The administration section covers system ownership, access control, workflow oversight, and support tools.

Before you start

• Confirm the company and account structure is ready.
• Confirm you have admin permissions.
• Confirm the user and role model is clear.

What this section covers

• users and roles
• workflow history and audit trails
• file cabinet
• customization

Related pages

• Users and Roles
• Workflow and Audit
• File Cabinet
• Customization

Open the admin pages

• Users and Roles

  Manage access, role mapping, and user control.

  Open page

• Workflow and Audit

  Review workflow history and system notes.

  Open page

• File Cabinet

  Organize files and attachments.

  Open page

• Customization

  Change the behavior and presentation fit for your team.

  Open page