Here you can control platform configurations
Asset Fields – there are about 129 fields available to customize your Documentation platform. If you are looking for additional ones, please contact us.
Asset Import Process – import data from other systems using a template CSV file
Asset Types – here you can add/remove Asset Menus which allows you to organize your assets
Categories – customize your own categories here, which you can then use in QBR controls or IT Assets.
Clients– add/remove clients
Healthcheck Templates – manage your template for QBR reviews or compliance frameworks
Tenants – tenant-level settings where you can:
- rename your tenant
- add your logo which will appear on reports
- define time format and currency
Users – add/remove users, reset passwords or MFA access
User Permissions – modify user permissions to areas of the platform
EOL Rules – add/remove End of Life rules
Subscription – upgrade your plan to a paid subscription