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.

Organisation

The Hornbill platform allows for the creation of a hierarchical organisational structure. Create and manage organisation groups, teams, and their members.

Sites

Sites can be configured to reflect the different physical locations that exist within an organisation. Create sites 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



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Customise

Customer Portal

Employee Portal

User Profile

Login Screen

Image Library

Service Domains

Working Time Calendars



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Integration

Webhooks

Integration Connectors



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Email

Domains

Shared Mailboxes

Templates

Inbound Routing Rules

Direct Outbound



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Data

Profiles

Simple Lists

Data Import Configurations



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Internationalization

User Interface Translations

Supported Languages



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Advanced Analytics



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Measures

Widgets

Dashboards

Slideshows



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Reporting

Reports



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Monitor

Log Files

Sessions

Background Jobs

Admin Search Index



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Advanced Tools & Settings

Database Direct

Core Settings

Advanced System Settings

Entity Explorer

Auto Values



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