Configure your workspace: invite users, create groups, set up tags, and generate QR codes for locations and assets.
Understanding User Roles and Permissions
Inviting Users to Your Organization
Creating Groups and Teams
Module Entitlements and Permission Templates
Using Groups in Contacts
Creating Organizational Tags
Tag-Based Filtering and Search
Using Tags to Categorize Content
Use categories and tags to organize records
Generating QR Codes for Locations and Assets
Printing QR Codes
QR Code Scanning Workflow
Set up site reporting QR codes
Configuring Notification Preferences
Calm Mode
Troubleshoot Service Desk email delivery
Viewing Audit History and Understanding Audit Events
Inbound Email
API and Webhooks
Microsoft Azure Integration
Google Workspace Integration
Map SFG20 groups to locations
Manage SFG20 asset mappings
PeopleHR Integration
How to sync schools from Wonde
Wonde Integration
Fix SFG20 webhook registration errors
Use the Exports and Imports areas in Settings