Difference between revisions of "Platform Configuration"
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The Hornbill platform allows for the creation of a hierarchical organizational structure. Create and manage organization groups, teams, and their members. | The Hornbill platform allows for the creation of a hierarchical organizational structure. Create and manage organization groups, teams, and their members. | ||
===[https://docs.hornbill.com/esp-config/organizational-data/organization Locations]=== | ===[https://docs.hornbill.com/esp-config/organizational-data/organization 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. | |
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/organizational-data/user-templates 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 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. | ||
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/organizational-data/user-availability-states 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. | 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. | ||
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/organizational-data/guest-accounts 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. | 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. | ||
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/organizational-data/guest-account-templates 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. | 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== | ==Security== | ||
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/security/sso/single-sign-on SSO Profiles]=== |
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/security/keysafe KeySafe]=== |
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==Customise== | ==Customise== | ||
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/customize/customer-portal-setup Customer Portal]=== |
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/customize/employee-portal/employee-portal-configuration Employee Portal]=== |
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/customize/login-screen Login Screen]=== |
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/customize/service-domains Service Domains]=== |
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/customize/working-time-calendars Working Time Calendars]=== |
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==Data== | ==Data== | ||
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/data/profiles Profiles]=== |
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/data/data-import-configurations Data Import Configurations]=== |
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− | ===[ | + | ===[https://docs.hornbill.com/esp-config/advanced-analytics/measures Measures]=== |
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/advanced-analytics/widgets Widgets]=== |
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/advanced-analytics/dashboards Dashboards]=== |
− | ===[ | + | ===[https://docs.hornbill.com/esp-config/advanced-analytics/slideshows Slideshows]=== |
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Latest revision as of 20:47, 21 November 2023
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