Settings overview
Support Center
The Settings pages lets you control all 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 Types – create new top level menus under Documentation & Asset section
Asset Import – import data from other systems using a template CSV file
Categories – customize your own categories here, which you can then use in QBR controls or IT Assets.
Clients – rename/add/remove clients
Healthcheck Templates – manage your template for QBR reviews or compliance frameworks
Tenants – rename your tenant, add your logo which appears on reports, define time format and currency
User Roles – create security user roles that limit what user can do or see read more
Users – add/remove users, give access to entire account or just certain clients, reset password or MFA access
Contacts – add use contacts so they can be selected when sending email report to
EOL Rules – add/remove End of Life rules
Trends & Topics – add/remove/edit Trends and topics tags so they can be used during QBR or Asset audit
Subscription – upgrade your plan to a paid subscription
Audit Report – create/edit QBR Reports
Budget and Roadmap Settings – control view of IT Budget page
Variables – view system variable and edit custom ones
