Platform Setup - Settings

Articles related to Settings

Organizational Settings | Business Units
Business units can be configured in the Platform’s Settings area, within the “Organizational Settings” section. First, click the user drop-down in the top r...
Tue, 15 Apr, 2025 at 9:39 PM
Organizational Settings | SendGrid Configuration
The SendGrid Configuration is part of the initial setup of your instance and is a collaborative effort between the Ignyte Service Delivery Team and a custom...
Sat, 19 Oct, 2024 at 8:40 PM
Organizational Settings | User Management
The User Management settings can be modified within the platform by first clicking the user profile drop-down in the top right corner of the platform, and t...
Tue, 29 Apr, 2025 at 4:09 PM
Organizational Settings | Role Management
The roles section of the platform is accessed through Settings by clicking on the user drop-down located in the top right corner of the screen. Next, in the...
Tue, 15 Apr, 2025 at 9:13 PM
Organizational Settings | Audit History
The Audit History page is accessed by clicking the user drop-down in the top right corner of the platform and then clicking "Settings." Audit Hist...
Sat, 19 Oct, 2024 at 8:59 PM
Organizational Settings | Manage Tags
The tags list can be accessed and managed by first clicking the user drop-down located in the top right corner of the platform. Next, click "Settings.&...
Tue, 15 Apr, 2025 at 10:08 PM
Organizational Settings | Menu Customization
The Platform menu at the top screen can be customized by first clicking the user drop-down located in the top right corner of the platform, and then clickin...
Tue, 15 Apr, 2025 at 10:07 PM
Document Permission | Global Document Permission
Document Permissions are configured first by clicking the user drop-down located in the top right corner of the platform and clicking "Settings." ...
Tue, 15 Apr, 2025 at 10:13 PM
Frameworks | Compliance Stages
Compliance Stages are used in the Compliance Module's Kanban view of your compliance systems.  In Settings, under Frameworks, select Compliance S...
Tue, 15 Apr, 2025 at 10:06 PM
Asset Management | Asset Types & Fields
The Asset Types & Fields setting allows your organization to customize the asset types and the fields associated with the type to help capture key data ...
Tue, 22 Oct, 2024 at 4:21 PM