Account Admin

The Admin Dashboard is reached by clicking the user name in the upper right of the page and then clicking Account Admin.

The Admin Dashboard includes the following sections:

Tenant Settings

answer types, email templates, tags, SLAs, finding sub-statuses, short codes

Customizations

findings layouts, report templates, export templates, dark mode, theme color configuration

Automations

configuration of contextual scoring and score equations for the Priorities module, parser actions

Integrations & Webhooks

integration set up and configuration for third-party solutions, filed mappings where applicable, webhook configuration

Security & User Management

authentication setup, RBAC, manage users, passwords, classification tiers, and audit logging for the platform

Licensing

license key entry, log of tenant licenses for modules and integrations, configure priority association at tenant or client level

White Labeling

menu item and white labeling, core platform white labeling