Settings

As a Client Admin, settings allow you to enter and update specific rules for your solution. The Settings page allows you to filter the settings based on whether they are the default or the configured options.

Setting descriptions

Setting

Description

Account Export Fields

Identifies how account values display when exported.

Account Import Fields

Identifies how account values display when imported from a file.

Account Export Enabled

Determines whether exporting account information is allowed.

Account Export Format

Determines the file type for account exports.

Accounts Import Enabled

Determines whether importing account information is allowed.

Administrator help URL

Determines the URL used for the Help option in the more menu on the homepage.

Allow accounts to use webcam to take a profile photo

Determines whether users can use their webcam to take a profile photo for their account.

Allow organizations admins to create users

Determines whether users with the Administrator organization role can create users in the organizations that they manage.

Allow organizations admins to view limited information about all users

Determines whether users with the Administrator organization role can view certain information about all users, including those that are not within the organizations that they manage.

Allow Users to Self Register

Determines whether users can use the self-registration process to create an account.

App Client Logo

Identifies the image that displays in the site header.

App Date Time Format

Identifies the solution's time zone, the date format, and the time format.

App Title

Identifies the solution's name, which appears to the right of the logo on the upper left of every page.

App Title Login

Identifies the title that appears on the login page.

Categories used to create notification

Identifies the categories that are available when creating a notification.

Client language configuration

Identifies the solution's supported languages and locales.

Confirmation message for contact us form

Identifies the message content for the confirmation notification sent to people after they submit Contact Us forms.

Contact Us Admin Email Address

Identifies the email address for the administrator that receives the Contact Us forms.

Contact Volunteer Missing Information Template And Notification Channels

Identifies the channel and specifies the message template to use when contacting volunteers with missing information.

Content of email message which sent when Admin changed account status

Identifies the message content for the notification sent to people after their account status changes.

Content of email message which sent when organization Pending Membership Notification set to Daily or Weekly

When organization Pending Membership notifications are set to be sent daily or weekly, this setting identifies the message content for the notification sent to the administrator.

Content of email message which sent when organization Pending Members Notification set to On Every Registration

When organization Pending Membership notifications are set to be sent on every registration, this setting identifies the message content for the notification sent to the administrator.

Content of email message which sent when User set account status to Active or Inactive

Identifies the message content for the notification sent to the administrator for a solution in which a user's account status is set to Active or Inactive.

Contents of emails sent to Watchers

Identifies the message content for the notification sent to people when a file or folder they watch is updated, archived, restored, or deleted.

Custom Fields Enabled

Determines whether custom fields are allowed for the solution.

Daily Credential Verification Notification

Identifies the channel and specifies the message template to use when contacting users about completion of the daily credential verification. Frequency for this notification can be set to daily or weekly at a specified day/time and timezone.

Default rich text message body

Determines the default text displayed in the rich text area when you create a notification.

Email domain allowlist

Identifies the solution's allowed email domains.

Email Messages Sent by Default Always

Determines whether email messages are the default delivery method for notifications.

Expiring Background Check and Credential Verification Template and Notification Channels

Identifies the channel and specifies the message template to use when notifying users that their background checks and/or credentials are about to expire.

Feature Flags

Identifies the feature flags that are set to true or false for certain features in the solution.

Footer Message

Default message that appears as the footer on all new inbox, email, and fax notifications and templates.

Forward separator

Identifies how forwarded messages are separated from their original messages.

Maximum Organizations Per Account

Determines the limit on the number of organizations to which an account can have membership.

Message template for contact us form

Identifies the message content and any special placeholders used to draft the Contact Us form, which instructs responders to enter specific information when sending the form.

Missions Shifts Add Volunteer Template And Notification Channels

Identifies the channel and specifies the message template to use when contacting volunteers that have been added to mission shifts.

Missions Shifts Approval Template And Notification Channels

Identifies the channel and specifies the message template to use when contacting volunteers, notifying them of mission shift approval.

Missions Shifts Denial - Not Qualified Template And Notification Channels

Identifies the channel and specifies the message template to use when contacting volunteers, notifying them of mission shift denial due to them being unqualified for the position.

Mission Shifts Denial - Roster Full Template And Notification Channels

Identifies the channel and specifies the message template to use when contacting volunteers, notifying them of mission shift denial due to the position roster being full.

Mission Shifts Self Withdrawal Template And Notification Channels

Identifies the channel and specifies the message template to use when contacting users about a previously approved volunteer withdrawing their availability.

Mission Shifts Withdrawal Template And Notification Channels

Identifies the channel and specifies the message template to use when contacting volunteers, notifying them of their removal from a mission shift due to a change in the shift.

Notification Options

Used to manage multiple notification options:

  • mandatoryChannels: The notification channels or methods that are selected by default and cannot be cleared.

  • availableForResponse: The number of available hourly responses (validity).

    • max: The maximum available value.

    • default: The default value.

  • voiceRepeatOptions:

    • repeatCountValues: The number of times available for repeat voice calls.

    • repeatCountDefault: The default number of repeat times that is visible in the user interface.

    • repeatDelayValues: The number of minutes users can select to wait between repeat voice calls.

    • repeatDelayDefault: The default number of repeat times that is visible in the user interface.

  • escalationOptions: The options available for the escalation Delivery Order.

    • voiceValues: The number users can select as the wait time before a voice call in escalation.

    • voiceDefault: The default number of minutes to wait that is visible in the user interface.

    • textValues: The numbers available that users can select as the wait time before a text message is sent during escalation.

    • textDefault: The default number of minutes to wait that is visible in the user interface.

  • messageTypes: The message types that users can select for a notification.

Notification response option

Identifies the primary response option that recipients can choose when they receive a notification.

Notification types tooltip text

Identifies the tooltip text that displays while you select a message type when creating a notification.

Organization roles

Identifies the permissions for organization roles.

Organization statuses

Identifies the organization statuses that can be assigned to accounts that belong to an organization.

PHIN Unique Identifier Sequence start number

Identifies the first number in the automatically generated unique identifier generated when you create a PHIN Message.

Phone number allowlist

Identifies the phone numbers on the allowlist to contact for voice notifications.

Promote Shifts Template And Notification Channels

Identifies the channels and specifies the message template to use when contacting volunteers of a promoted missions in which they may be interested.

Public help URL

Identifies the URL for the solution’s Help Center.

Region code for phone number formatting/parsing

Identifies the region codes for phone number formatting/parsing for the solution. The list of the codes can be found here: http://www.unicode.org/cldr/charts/30/supplemental/territory_information.html

Show App Client Logo

Determines whether the image identified by the App Client Logo setting is displayed in the solution.

The number of individuals or organizations combined for which you can change document or file permissions

Identifies the number of accounts or organizations combined for whom you can change file and folder access.

Use Name from Okta

Determines whether the name of the solution is inherited from Okta’s settings.

Users must select at least one organization during registration

Determines whether users can create accounts without selecting organizations during the self-registration process.

Watched File Email Templates

Identifies the channels and specifies the message template to use when contacting users about updates to files or folders in the File Library that they are watching.