Settings reference
The factual list of pages in the Settings section. For step-by-step actions, see the guides Company settings and Directories and statuses. For an overview of the section, see Settings.
Settings menu pages
Section titled “Settings menu pages”The order of the rows matches the order of the items in the Settings section menu. The “Access” column lists the role permission or module without which the item is not shown.
| Page | What it configures | Access |
|---|---|---|
| Users | Accounts and their roles | Permission to view users |
| Company | Details and currency, account owner and ownership transfer, full data archive — the “Company information”, “Account Owner”, and “Data archive” tabs on the “Company settings” page | Permission to view settings; data export — owner only |
| Formats & Numbering | Time zone, date and time format, numbering of assets, transfer documents, and inventory items | Permission to view settings |
| Labels | Settings for the found-items page and label print templates | Permission to edit settings (administrator only) |
| Custom Fields | Custom fields for assets, employees, and consumables | Permission to view settings |
| Roles | Permission sets for users | Permission to view roles |
| Asset Statuses | Lifecycle statuses, operational statuses, and asset conditions | Permission to view settings |
| Modules | Enabling and disabling modules | Permission to edit settings |
| Ticket Settings | Categories, routing, statuses, priorities, types, and SLA for tickets | Permission to view settings + “Tickets” module |
| Work Order Settings | Settings for the “Work Orders” module | Permission to view settings + “Work Orders” module |
| Groups | User groups for assigning tickets and work orders (the “Service Groups” page) | Permission to view groups |
| Working Hours | Business hours and holidays for SLA calculation (the Business Hours and Holidays tabs) | Permission to view settings |
| Notifications | The company’s notification delivery rules | Permission to edit settings |
| Billing | Plan and payment (opens the billing section) | Permission to view billing |
Related settings
Section titled “Related settings”Ticket auto-assignment is configured on the Routing tab of the Ticket Settings page (requires the “Tickets” module), not as a separate page.
Directories
Section titled “Directories”These directories live not in the settings section, but in the Directories group of the main menu.
| Directory | What it configures | Access |
|---|---|---|
| Asset types | Asset categories and the set of displayed fields | ”Directories” group of the main menu |
| Vendors | Manufacturers and suppliers of assets | ”Directories” group of the main menu |
| Service Centers | Organizations that perform maintenance and repairs | ”Directories” group of the main menu |