Settings

Creating Groups and Teams

Adding and Managing Users

Understanding User Roles and Permissions

Module Entitlements and Permission Templates

Using Groups in Contacts

Import users from a spreadsheet

Creating Organizational Tags

Using Tags to Categorize Content

Tag-Based Filtering and Search

Use categories and tags to organize records

QR Code Scanning Workflow

Generating QR Codes for Locations and Assets

Printing QR Codes

Set up site reporting QR codes

Configuring Notification Preferences

Calm Mode

Troubleshoot Service Desk email delivery

Using Setup Mode

How notification email sender names are displayed

Identity emails

Troubleshoot identity email delivery

Viewing Audit History and Understanding Audit Events

Microsoft Azure Integration

API and Webhooks

Google Workspace Integration

Inbound Email

SFG20 Integration

Map SFG20 folders to locations and asset classes

Manage SFG20 asset mappings

PeopleHR Integration

How to sync schools from Wonde

Wonde Integration

Fix SFG20 webhook registration errors

Breathe HR Integration

Civica Import

Integration availability

Set up and confirm your SFG20 sync

Use the Exports and Imports areas in Settings

Cascade Mode for sites