Global Settings are where you can manage key elements of the Engage Process Admin Center to define common features for your whole organization
The Engage Process Admin Center tool consists of several tabs used to define some global features common for your whole organization. Different tabs are available for different Engage Process editions and different user roles.
The following table summarizes these features:
Tab name |
Available from edition |
Necessary role |
Used to specify |
---|---|---|---|
Step library |
Professional |
Icons manager |
Extra step types and new icons for the standard process step types, hiding standard step types |
Step style |
Professional |
Icons manager |
User defined icon style (only one is possible) |
Templates |
Professional |
Icons manager |
Description templates that can be inserted into Descriptions and Remarks property |
Tables |
Suite |
Tables manager |
|
Users & groups |
Team |
User manager |
|
Active sessions |
Suite |
User manager |
Used to kill sessions |
Notifications |
Suite |
User manager |
Used to allow or block feedback notifications |
Recently deleted |
Team |
User manager |
|
Security |
Suite |
User manager |