Admin shall have access to Platform Settings in the platform. Click on the ‘Profile’ from the top right corner of your dashboard as shown below.
Under ‘Platform Settings’, 3 options will be shown such as General, Design tools & Integrations.
Click on ‘General’ in the platform settings.
In platform settings – general page, there are sections such as Users, Groups, Preferences, Geo-Fence, Mobile, Sessions, Schedulers and Work Calendar. Basic functions of each section is shown below.
Users: To add Users in the platform
Groups: To edit groups and add users in an individual groups.
Preferences: It contains provisions to update logo of the tenant, set time zones, set data restrictions and set password preferences.
Geo Fence: It contains provisions to enable Geo-Fence to enable/restrict usage of platform based on geographical locations.
Mobile: It contains provisions to enable mobile restrictions for individual users or groups.
Sessions: It will display currently logged users in the platform.
Schedulers: It contains provisions to enable or disable schedulers. Schedulers shall be used to generate regular follow-up emails which will be triggered automatically based on required details and conditions.
Work Calendar: It contains the provision to calculate working hours of an organization. It will enable automation emails to be triggered based on work calendar settings.