Settings overview
Configure and customize your Customer Portal.
The Settings section of the Customer Portal serves as a central hub for configuring and customizing various aspects of the portal. Here, users can fine-tune preferences, adjust parameters, and manage account-related details.
In the Settings section, you can view and manage:
- API Keys: The keys used to authenticate other applications or services that access your data.
- Audit Logs: A record of security-related actions taken within your company.
- Contacts: Contact points and preferred methods of contact for the organization.
- Credit Cards: Your payment cards.
- External Support Access: Access controls for external support users and groups.
- Integrations: Integrations with external tools, such as ticketing systems, messaging platforms, etc.
- Notifications: Preferences regarding email notifications for new referrals, new tickets, etc., as well as webhook configurations for device notifications.
- Plan & Billing: Your plan settings (upgrade your plan, add support seats, delete your account, etc.).
- Reports: preferences regarding daily reporting on incidents.
- Users & Groups: User and group settings (create new users/groups, manage permissions, etc.).
Updated 6 months ago