Learn how to configure system settings, manage integrations, and customise client data fields. Ensure the system is tailored to your organisation’s needs while maintaining security and compliance.
Learn how to customise system terminology to match your organisation’s preferred language. Update key terms like “Client,” “Referral,” and “Organisation” for a more intuitive user experience.
Learn how to configure automated tasks, including referral timeframes, session timeouts, consent expiration, user deactivation, and data redaction. Ensure compliance, security, and efficiency within the system.
