Available Configuration Options
Your dropdown menu shows options based on your active services. When all services are enabled, you'll see:
- App Billing
- App Settings
- Account Number
- Email Identity
- Global
- App Users
- User Profiles
- Security Groups
- Departments
- API Integration
- Flow Components
- Conformation Messages
- Document Overlays
- Email & SMS Messages
- Photo / File Description
- PIN Descriptions
- Redirect Links
- Simple Signature Descriptions
- Verification Footers
- Verification Headers
- Hierarchy
- Company
- Groups
- Location
- Notifications
- Payment Settings
- Portals
- Reporting Layouts
- Schedules
- Settings
- Maximum Terms Table
- Templates
Note: Not all services may be active in your account. If you think you should see additional options, contact your administrator.
Accessing the Configure Tab
Users need specific administrative-level Security Group roles to access the Configure tab. These roles control system-wide configuration permissions.
- Administration - Access API Integration Credentials and Keys
- Administration - Configure Departments
- Administration - Configure Email Message Flow Components
- Administration - Configure Flow Request Templates
- Administration - Configure Hierarchy
- Administration - Configure Portals and Accounts/Account Numbers
- Administration - Configure Schedules
- Administration - Configure Security Groups, Security Roles, and App Billing
- Administration - Configure Users and Permissions
- Administration - Edit Accounts and Contacts
Need Help?
Email our Customer Success team at support@pdcflow.com.