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16 docs tagged with "settings"

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Branding Settings

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

Configure Quality Settings

Customise quality thresholds, configure check weightage by WBS or activity code, and set up Primavera attribute mappings.

General Settings

Reference for the General Settings section in Kazinex Workflows — project and organisation name, reference, timezone, and preferences.

Metadata Settings

Reference for the Metadata section within Kazinex Workflows Settings — configuring custom fields and auto-numbering schemes.

Notification Management

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

Notification Management

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

Quality Settings

Configure quality check thresholds, category weights, presets, configuration attributes, and exclusion keywords.

Security Settings

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

Settings & Preferences

Configure your personal display, timezone, default views, date format, and language preferences in Planner.

Settings Tab

Configure Report Forge workspace settings, branding, data source decisions, and governance defaults.

Settings Tab

Configure project settings, document fields, numbering schemes, review rules, and webhook integrations in Kazinex Workflows.

Settings Tab

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

Storage Settings

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

Template Settings

Configure workflow-level settings in Kazinex Workflows templates — outcome determination, rejection handling, initiator permissions, and completion notifications.

Webhook Settings

Reference for managing webhooks in Kazinex Workflows Settings — adding endpoints, subscribing to events, delivery logs, and failure handling.

Workspace Settings

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