18 docs tagged with "tabs"

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

Understand the Report Forge dashboard, summary cards, recent activity, and owner actions.

Manage Report Forge editions by project, status, reporting period, owner, and review state.

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

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

Join, switch, and manage Report Forge organization context and invitation entry points.

Navigate the Report Forge output editor and its designer surfaces.

Manage Report Forge output templates, layout reuse, ownership, and report design entry points.

Manage the project context used by Report Forge blueprints, editions, and outputs.

Definitions and calculation details for all available report metrics in Kazinex Workflows.

How to create, name, share, and manage saved report views in Kazinex Workflows.

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

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

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

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

Manage Report Forge team membership, roles, owners, contributors, reviewers, and access hygiene.

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

Understand related workflow visibility inside Report Forge without confusing it with Kazinex Workflows.