Settings

Settings Guide

Each card below opens a focused setup page. New users usually start by checking categories, locations, departments, users, and assignees in that order.

1 Set up structure first. Review categories, locations, departments, and roles before entering large amounts of data.
2 Check people records. Users and assignees should be complete so assignment fields auto-fill correctly later.
3 Use Super Admin controls carefully. Those pages affect rules and permissions across the whole system.