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  1. PlanStreet Support Services
  2. System Administration

System Administration

Allows system administrator to set up back-end of the system and perform basic system configuration.

System Settings

  • Multi-Factor Authentication (MFA)
  • How to Hide Case Board
  • Changing Service Category Names
  • How to enable the "Show Role Based Dynamic Form"
  • How to enforce SSO
  • How to Add Case Location
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Roles

  • Make Estimated End Date Required
  • Show Masked Data on Forms
  • How to enable "Hide Case Boards" for roles
  • Role Based Permissions from Template
  • Add / Edit a Role

Category

  • How to Add a Case Category

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859-214-0373
support@planstreetinc.com

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