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What's here?

The Configuration module allows you to configure the system settings for all users and customise the system for yourself. In addition, in this module you can manage your own account and your work log.

Configuration Module Elements

General Configuration

Here you can find the configuration instructions for XTRF™, users, partners, system values, integration with external systems and software, and templates. In addition you will find here the internal system information.

Customization

Allows you to modify the appearance of XTRF, the views created by users and the optional fields in different forms used in XTRF, that may be hidden if unused.

User Management

Allows you to manage the XTRF™ users and the user groups.

Partner Management

System Values: Basic

System Values: Advanced

Workflows

Allows you to manage workflows available in the Home Portal.

Integration

Templates

System Information

 

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