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Privacy Settings
General Data Protection Regulation (GDPR) protects all types of personally identifiable information (PII) and electronic Protected Health Information (ePHI), including users' names, social security numbers, insurance details, and racial or ethnic ...
Report Widgets
You can convert tabular reports that contain charts into widgets that can be added to dashboards. To add report widgets to dashboards, you would first need to enable them from the reports module. Role Required: SDAdmin, SDReport, Technicians with ...
Theme Settings
Customize the application theme and font to change the look and feel of the application under Setup > General Settings > Theme Settings. Under Theme Settings, you can modify the navigation bar, the background of the application, the font, and the ...
Instance Settings
Configure parameters specific to an instance in the application. Add/update the instance’s name, logo, and currency; assign an owner; and configure access permissions. Role Required: SDAdmins Configure Instance Settings Go to Setup > Instance ...
Advanced Portal Settings
Design your technician portal and streamline a host of asset desk activities. In advanced portal settings, you can enable technicians to automate Zoho Directory synchronization settings and approval reminder configurations. Role Required: SDAdmin To ...