Difference between revisions of "Platform Configuration"

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{{breadcrumb|[[Main_Page|Home]] > [[Configuration]] > Platform Configuration|Configuration}}
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|[[Main_Page|Home]] > [[Administration]] > System
 
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==Introduction==
 
==Introduction==
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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.
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The System page offers quick access to the configuration settings for your Hornbill instance. System settings are global to all the installed applications or contains features and utilities that are specific to your 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.
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==Organisational Data==
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===[https://docs.hornbill.com/esp-config/organizational-data/user-accounts/about-user-accounts Users]===
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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.
 +
===[https://docs.hornbill.com/esp-config/organizational-data/roles Roles]===
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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.
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===[https://docs.hornbill.com/esp-config/organizational-data/organization Organization]===
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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.
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===[https://docs.hornbill.com/esp-config/organizational-data/organization Locations]===
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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.
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===[https://docs.hornbill.com/esp-config/organizational-data/user-templates User Templates]===
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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.
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===[https://docs.hornbill.com/esp-config/organizational-data/user-availability-states User Availability States]===
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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.
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===[https://docs.hornbill.com/esp-config/organizational-data/guest-accounts Guest Accounts]===
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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.
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===[https://docs.hornbill.com/esp-config/organizational-data/guest-account-templates Guest Account Templates]===
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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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{{TOP}}
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== System ==
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==Security==
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===[https://docs.hornbill.com/esp-config/security/sso/single-sign-on SSO Profiles]===
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===[https://docs.hornbill.com/esp-config/security/keysafe KeySafe]===
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== [[Organisational Data]] ==
 
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[[File:OrganizationalDataNoBorder.png|right]]
 
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Here you will find everything to do with getting your users into Hornbill and giving them access to the different aspects of Hornbill.  Your organizational structure can be defined by its different levels of logical groups as well as defining the physical sites.
 
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::{|
 
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|- valign="top"
 
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|style="width:300px"|
 
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* [[Users]]
 
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* [[Roles]]
 
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* [[Organisation]]
 
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|style="width:300px"|
 
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* [[Sites]]
 
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* [[User Templates]]
 
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|}
 
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<br>
 
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== [[Manage Portals]] ==
 
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[[File:ManagePortalsNoBorder.png|right]]
 
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The Portals provide an access point for both Hornbill Users and non-Hornbill users to access aspects of the different applications that provide a public interface. The Portals can provide a custom and unique experience for the users with the ability to change the look and feel to meet your needs.
 
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::{|
 
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|style="width:300px"|
 
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* [[Portal Accounts]]
 
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* [[Guest Accounts]]
 
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* [[Guest Account Templates]]
 
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* [[Customize Customer Portal]]
 
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|style="width:300px"|
 
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* [[Customize Service Portal]]
 
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* [[Translate Portals|Translate]]
 
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* [[Advanced Portal Settings|Advanced Settings]]
 
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|}
 
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<br>
 
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== Working Time Calendars ==
 
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[[File:workingtimecalendarcard.png|right]]
 
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The Working Time Calendars provide the different operational hours that can be used by some of the Hornbill Apps.  Set your weekly opening hours as well as add exclusion days such as holidays. For global organization, set each Calendar with the timezone where this SLC operates.
 
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::* [[Working Time Calendars]]
 
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<br><br><br><br>
 
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== Settings ==
 
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[[File:SettingNoBorder.png|right]]
 
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Settings allow you to fine turn your instance to just the way you want it. The Advanced settings give you options to set everything from maximum file size uploads to setting password policies.  The Webhooks offer a powerful integration point to push information from Hornbill to other external apps.
 
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::* [[Advanced Settings|Advanced]]
 
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::* [[Webhooks]]
 
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<br><br><br><br><br>
 
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== [[Email Administration|Email]] ==
 
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[[File:EmailNoBorder.png|right]]
 
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The Hornbill email integration provides the ability to integrate with your existing email servers and create routing rules to distribute the emails to shared mailboxes and automatically process emails to apps.
 
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::{|
 
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* [[Outbound Mail Routing]]
 
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* [[Shared Mailboxes]]
 
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|style="width:300px"|
 
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* [[Email Templates|Templates]]
 
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* [[Email Routing Rules|Routing Rules]]
 
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|}
 
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<br><br><br>
 
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== [[Data]] ==
 
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[[File:datacard.png|right]]
 
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Use these options to work with the back end data that is stored to support your apps.  Manage Profile Trees that are used in your different apps or get to the root of the data with the Database Direct tool.
 
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::{|
 
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* [[Profiles]]
 
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* Data Import Configurations
 
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* [[Auto Values]]
 
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* [[Index Storage]]
 
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* [[Database Direct]]
 
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|}
 
 
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{{TOP}}
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== [[Language]] ==
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==Customise==
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[[File:LanguageNoBorder.png|right]]
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===[https://docs.hornbill.com/esp-config/customize/customer-portal-setup Customer Portal]===
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Hornbill supports the ability to translate all aspects of the user interface to any language as well as allowing you to select which languages you want to make available to your users.
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===[https://docs.hornbill.com/esp-config/customize/employee-portal/employee-portal-configuration Employee Portal]===
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::* [[Translations]]
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===[https://docs.hornbill.com/esp-config/customize/login-screen Login Screen]===
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::* [[Manage Languages]]
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===[https://docs.hornbill.com/esp-config/customize/service-domains Service Domains]===
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<br><br><br><br><br>
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===[https://docs.hornbill.com/esp-config/customize/working-time-calendars Working Time Calendars]===
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== Monitor ==
 
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[[File:MonitorNoBorder.png|right]]
 
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The Log Files provides an insight into all the transactions that are being processed on your instance including the display of any errors or issues that are occurring. The Sessions option lets you see who currently has a connection with your instance.
 
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::* [[Log Files]]
 
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::* [[Sessions]]
 
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<br><br><br><br>
 
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== [[App Store]] ==
 
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[[File:AppStoreNoBorder.png|right]]
 
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The Hornbill App Store is a place where one can go to browse, install, and remove applications on your Hornbill Instance. The applications are categorized under the topic of Staff Management, Sales Management, Customer Management, Service Management, Project Management, and Financial Management. Also available is your Subscription report to keep you up to date on the number of registered users and the available space for your instance.
 
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::* [[Manage Your Apps]]
 
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::* [[View Subscription Details]]
 
 
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<br><br>
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{{TOP}}
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== Latest Changes ==
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==Integration==
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[[File:LatestChangesNoBorder.png|right]]
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===[https://docs.hornbill.com/esp-config/integration/webhooks Webhooks]===
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A detailed history of updates to your Hornbill Instance can be viewed from here. Click on the ''Show More'' button on any of the releases to show a detailed history of all the new features, changes to existing features, and any fixes that have been applied to your Hornbill Instance.
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===[https://docs.hornbill.com/esp-config/integration/integration-connectors Integration Connectors]===
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<br><br>
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Release notes are available for the following
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{{TOP}}
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::* Hornbill ESP
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==Email==
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::* Hornbill Administration
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===[https://docs.hornbill.com/esp-config/email/adding-an-email-domain Email Domains]===
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::* Hornbill User Application
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===[https://docs.hornbill.com/esp-config/email/shared-mailboxes Shared Mailboxes]===
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===[https://docs.hornbill.com/esp-config/email/templates Email Templates]===
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-->
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===[https://docs.hornbill.com/esp-config/email/using-email-routing-rules Inbound Routing Rules]===
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===[https://docs.hornbill.com/esp-config/email/direct-outbound Direct Outbound]===
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[[Category:Administration]]
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<br><br>
 +
{{TOP}}
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==Data==
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===[https://docs.hornbill.com/esp-config/data/profiles Profiles]===
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===[https://docs.hornbill.com/esp-config/data/data-import-configurations Data Import Configurations]===
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<br><br>
 +
{{TOP}}
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==Internationalization==
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===[https://docs.hornbill.com/esp-config/internationalization/user-interface-translations User Interface Translations]===
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===[https://docs.hornbill.com/esp-config/internationalization/supported-languages Supported Languages]===
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<br><br>
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{{TOP}}
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==Advanced Analytics==
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<br><br>
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{{TOP}}
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===[https://docs.hornbill.com/esp-config/advanced-analytics/measures Measures]===
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===[https://docs.hornbill.com/esp-config/advanced-analytics/widgets Widgets]===
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===[https://docs.hornbill.com/esp-config/advanced-analytics/dashboards Dashboards]===
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===[https://docs.hornbill.com/esp-config/advanced-analytics/slideshows Slideshows]===
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<br><br>
 +
{{TOP}}
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==Reporting==
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===[https://docs.hornbill.com/esp-config/reporting/reports Reports]===
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<br><br>
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{{TOP}}
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==Monitor==
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===[https://docs.hornbill.com/esp-config/monitor/log-files Log Files]===
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<br><br>
 +
{{TOP}}
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==Advanced Tools & Settings==
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===[https://docs.hornbill.com/esp-config/advanced-tools-and-settings/database-direct Database Direct]===
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===[https://docs.hornbill.com/esp-config/advanced-tools-and-settings/advanced-system-settings Advanced System Settings]===
 +
===[https://docs.hornbill.com/esp-config/advanced-tools-and-settings/entity-explorer Entity Explorer]===
 +
===[https://docs.hornbill.com/esp-config/advanced-tools-and-settings/auto-values Auto Values]===
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<br><br>
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{{TOP}}
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|
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{{rightBox|In this article|
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:* [[#Organisational Data|Organisational Data]]
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:* [[#Security|Security]]
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:* [[#Customise|Customise]]
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:* [[#Integration|Integration]]
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:* [[#Email|Email]]
 +
:* [[#Data|Data]]
 +
:* [[#Advanced Analytics|Advanced Analytics]]
 +
:* [[#Reporting|Reporting]]
 +
:* [[#Monitor|Monitor]]
 +
:* [[#Advanced Tools & Settings|Advanced Tools & Settings]]
 +
}}
 +
{{rightBox|Related articles|
 +
:* [[Integration]]
 +
:* [[Applications]]
 +
:* [https://docs.hornbill.com/hornbill-cloud/continuous-delivery Continuous Delivery]
 +
}}
 +
}}
 +
[[Category:Configuration]]

Latest revision as of 20:47, 21 November 2023

Home > Configuration > Platform Configuration Index

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.

(Top of Page)

Security

SSO Profiles

KeySafe



(Top of Page)

Customise

Customer Portal

Employee Portal

Login Screen

Service Domains

Working Time Calendars



(Top of Page)

Integration

Webhooks

Integration Connectors



(Top of Page)

Email

Email Domains

Shared Mailboxes

Email Templates

Inbound Routing Rules

Direct Outbound



(Top of Page)

Data

Profiles

Data Import Configurations



(Top of Page)

Internationalization

User Interface Translations

Supported Languages



(Top of Page)

Advanced Analytics



(Top of Page)

Measures

Widgets

Dashboards

Slideshows



(Top of Page)

Reporting

Reports



(Top of Page)

Monitor

Log Files



(Top of Page)

Advanced Tools & Settings

Database Direct

Advanced System Settings

Entity Explorer

Auto Values



(Top of Page)

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