Platform Configuration
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Introduction
Platform Configuration gives you access to all the configuration settings for your Hornbill instance. Configure everything from setting up your organizational structure including the users, departments, and teams that will be using Hornbill and their rights to what they can access down to setting up mailboxes, webhook integration, and the finite system settings.
Organisational Data
Users
Hornbill user accounts are used for people that are internal to your organization who wish to interact within Hornbill, either by using one of the applications or to request service via the Employee Portal (self-service). User management includes the creation, archiving, suspending, and deletion of user accounts.
Roles
Hornbill comes with a range of roles ready to associate to your users. Each app is installed with a set of default roles specifically designed to govern access to that application. Manage role assignments to your users or create some of your own.
Organization
The Hornbill platform allows for the creation of a hierarchical organizational structure. Create and manage organization groups, teams, and their members.
Locations
Locations can be configured to reflect the different physical locations that exist within an organization. Create locations and associate the users that are located at that location.
User Templates
User templates are used to create a standard set of settings which can then be used to create user accounts through auto provisioning or when users are manually created.
User Availability States
These states are available to a user who can select a suitable state from their User Profile menu to make other users aware of their availability. Enable or disable which statues your would like to use or create some of your own.
Guest Accounts
The Guest Accounts page lets you configure Contact access to the Customer Portal. The list of Guest Accounts is automatically generated by either the manual entry of a Contact in the main Hornbill client or when Auto Registration is enabled.
Guest Account Templates
Guest Account templates are used to create a standard set of settings which can then be used to create contact records through auto provisioning.
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Security
SSO Profiles
KeySafe
Customise
Customer Portal
Employee Portal
Login Screen
Service Domains
Working Time Calendars
Integration
Webhooks
Integration Connectors
Email Domains
Shared Mailboxes
Email Templates
Inbound Routing Rules
Direct Outbound
Data
Profiles
Data Import Configurations
Internationalization
User Interface Translations
Supported Languages
Advanced Analytics
Measures
Widgets
Dashboards
Slideshows
Reporting
Reports
Monitor
Log Files
Advanced Tools & Settings
Database Direct
Advanced System Settings
Entity Explorer
Auto Values
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