Team Settings
Access permission
This topic requires Account Admin or Team Admin permissions.
Team Admin users can be appointed by Account Admin users under User Management
This topic covers how to configure the Team Settings Home screen.
Before you start
If you are on the Professional or Enterprise plan, have your reporting requirements to hand. These will help you capture all the information that your firm needs for managing regulated complaints.
Select the team you want to configure from the dropdown list at the top of the sidebar, then click Team Settings in the sidebar menu to show the Home screen.
It should look something like this:
Topics in this section
Manage user permissions
How to manage user permissions for a team.
Add, edit, rename or delete a case type
How to add, rename or delete a case type on a team.
Data sets
Creating, managing and using data sets.
Defining case list columns
How to define which columns appear in your case list.
Configuring public case forms
How to control public access to case forms.
Public case forms
How to use and edit public case forms.
Set customer support contacts
How to set support contacts in the case portal.