Platform Setup - Settings
Articles related to Settings
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...
Sat, 19 Oct, 2024 at 8:39 PM
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
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...
Sat, 19 Oct, 2024 at 8:48 PM
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...
Sat, 19 Oct, 2024 at 8:57 PM
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
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.&...
Mon, 21 Oct, 2024 at 4:11 PM
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...
Mon, 21 Oct, 2024 at 4:14 PM
Document Permissions are configured first by clicking the user drop-down located in the top right corner of the platform and clicking "Settings." ...
Mon, 21 Oct, 2024 at 4:17 PM
Compliance Stages are used in the Compliance Module's Kanban view of your compliance systems. These provided default stages can be customized to ...
Thu, 11 Jul, 2024 at 1:31 PM
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