Understanding team configuration
This requires the Team Admin permission.
Important: You need to configure at least one case type for each team.
Detailed guides on each of these options can be found in the Team Settings section of the Help Centre.
Complyr gives you the flexibility to configure your team by matching your existing processes and workflows to the following areas:
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User Management - You can control which of the users added to your firm's account have permissions to access your team. You can also assign Team Admin permissions to Standard users
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Case Types - You can add and configure case types for your team. Case types allow you to have different case forms and workflows within a single team
You're able to configure each case type independently under the following settings:
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Form Definition - This will be the case form that your users use when adding and managing cases. It's not pre-populated so that it can be configured to fit your internal processes. You can add as many sections and fields as you need, as well as controlling when each section is visible to your users
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Workflow - You can configure both action and status workflows. Action workflows guide users through the timeline of a case, while status workflows can be used to match your process and give a high-level view of where the case is at
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Settings - Here you can configure case statuses, flags, file types, as well as providing mapping from the form definition to Case List Columns and control how Portal Access is configured
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Case List Columns - Choose which columns to show in the case lists seen under Home and My Cases. Add custom columns based on data you collect from the case form, and choose what order they appear in
The following (Areas 4, 5, and 6) are only available on Professional and Enterprise plans
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Data Sets - This is where you add the data required for analysis. This includes uploaded text files containing large collections of data to use in the Autocomplete fields on case forms
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Public Case Form Access - Allows you to generate public links to allow people not paying for a subscription seat to create new cases
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Portal Support Details - Set the email address and phone number you want to show to case portal users