System Administration dashboard
The System Administration dashboard is where global administrators perform actions such as configuring workflow channels, setting up email templates, and assigning roles.
Advanced Administration
Additional functionality for System Administration is available in the Advanced section. Entries are Advanced Administration and require additional ClientSpace licensing. Advanced Administration topics are labeled with .
Follow the links to learn more about Advanced Administration:
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API Configuration: APIs are used in ClientSpace to connect one software system to another to facilitate the transfer of data between the two systems. ClientSpace Help offers topics about configuring APIs. See APIs and Configuring the API. |
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App Settings: Configure your organization ClientSpace settings to include communications (configure how the default admin email setting is used throughout the application), system, and Business Intelligence. For assistance with App Settings, please log a case in the Extranet. |
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Custom links: Configured links improve the user experience by making related dataforms, reports, and workflow available from dataforms. See Configuring Custom Dataform Links . |
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Dataform Admin: Dataforms are your workspace building blocks. See Dataforms . |
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Manage Rules: You can configure business rules on the Client Processing Team dataform so when a Service Team is selected, the Client Team various roles auto-populate. See Configuring Rules and Business Logic. |
