38 docs tagged with "admin"

Create, configure, and govern access control groups in Kazinex Workflows to manage shared permissions across project teams at scale.

Admin reference for Report Forge API access — generating API keys, scopes, authentication, rate limits, and choosing between API, sync, and manual data entry.

Admin reference for the Report Forge audit log — what is logged, filtering, CSV export, common audit scenarios, data retention, and privacy considerations.

Guide to Report Forge batch edition operations — bulk status change, bulk export, bulk archive, and when to use batch operations vs. individual edition management.

Reference for archiving, restoring, and deleting blueprints in Report Forge — archive decision criteria, editions from archived blueprints, and the difference between archive and delete.

Control blueprint naming, change control, versioning triggers, decommissioning, and governance metrics in Report Forge.

Reference for configuring organisation branding in Kazinex Workflows — logo upload, primary colour, and where branding appears.

Tutorial for setting up organisation branding (logo, primary colour), enforcing 2FA organisation-wide, and configuring file type restrictions — all in a single setup session.

Tutorial for connecting a SharePoint Online site as the Kazinex document storage backend — OAuth authentication, site and drive selection, folder configuration, and verification.

Admin reference for managing Report Forge data connections — SharePoint, Kazinex Planner, and external sources — including credential rotation, re-auth, health monitoring, and connection lifecycle.

Admin guide for setting up and maintaining document numbering schemes in Kazinex Workflows — scheme design, counter management, and migration.

Admin guidance for configuring guest portal settings, token policies, share scopes, and external reviewer security in Kazinex Workflows.

Configure which outbound mail types require an approval step before dispatch in Kazinex Workflows.

Overview of the five mail sub-systems in Kazinex Workflows — signatures, templates, type configuration, distribution rules, and approval rules.

Configure automatic recipient routing for outbound mail in Kazinex Workflows based on document type, package, or other conditions.

Configure organization and user email signatures for outbound correspondence and transmittals in Kazinex Workflows.

Configure and customise system email templates for workflows, transmittals, correspondence, and notifications in Kazinex Workflows.

Configure mail types in Kazinex Workflows to define the categories of outbound correspondence and transmittals the system generates.

Admin guide for managing custom metadata fields in Kazinex Workflows at scale — who can define fields, field lifecycle, and org vs project scope.

Admin reference for Report Forge notifications — event categories, workspace defaults, per-role notification settings, member self-service preferences, and monitoring undelivered notifications.

Admin guide for managing notification defaults, per-role preferences, and digest configuration in Kazinex Workflows.

Admin guidance for controlling access, reviewer groups, workflow actions, and external participation in Kazinex Workflows.

Use Workflows to review final records, outstanding actions, transmittals, correspondence, and audit history before closeout in Kazinex Workflows.

Admin reference for creating and managing Report Forge projects — project lifecycle, status management, archiving, access overrides, and multi-project considerations.

Admin reference for automating Report Forge reporting cycles — scheduled export, trigger on approval, cron schedule configuration, delivery targets, and monitoring.

Admin guidance for blueprint ownership, naming conventions, edition cadence, review policy, report lifecycle control, and quarterly governance reviews in Report Forge.

Admin guide for managing reports in Kazinex Workflows — who can create saved reports, export rights, and report sharing.

Full permissions matrix for Report Forge roles showing which features and actions each role can access.

Admin guide for hardening Kazinex Workflows security — two-factor authentication rollout, file restrictions, guest access policy, and audit log review cadence.

Reference for Kazinex Workflows security settings — 2FA enforcement, default roles, and file type restrictions.

Overview of the Kazinex Workflows Settings tab — what's configurable, who can access each section, and navigation guide.

Admin guide for managing storage providers in Kazinex Workflows — selecting providers, org-wide policies, and handling storage transitions.

Reference for document storage configuration in Kazinex Workflows Settings — adding providers, setting defaults, and monitoring connection status.

Invite, configure, and manage Kazinex Workflows team members at the project and organization level.

Define and manage Report Forge roles — Workspace Admin, Report Owner, Designer, Contributor, and Reviewer — including assignment scenarios, escalation paths, mid-cycle changes, and offboarding.

Control workflow template naming, ownership, review, versioning, and cleanup in Kazinex Workflows.

Configure organization-level and project-level default settings for Kazinex Workflows, including numbering, branding, guest access, and retention policy.

Configure a Report Forge workspace for projects, report owners, contributors, reviewers, and governance.