Admin Settings

Configure your portal settings, manage users, and customize your workspace.

Organization Settings

Organization Name *

Industry

Phone Number

Website

Business Address

Time Zone

Language

Currency

Team Members

John Doe

[email protected]

Admin

Jane Smith

[email protected]

Manager

Mike Johnson

[email protected]

Agent

KPI Targets & Thresholds

Resolution Rate Target (%)

Response Time Target (hours)

Customer Satisfaction Target

First Contact Resolution (%)

Branding & Appearance

Portal Logo

Upload a logo for your portal (recommended size: 200x60px)

Color Scheme

Primary Color

Secondary Color

Quick Presets

Portal Display Name

This name appears in the portal header and login page

Favicon

Upload a favicon (recommended: 32x32px or 64x64px .ico, .png)

Custom CSS (Advanced)

Add custom CSS to further customize your portal appearance

Notification Preferences

New Claim Notifications

Get notified when a new claim is submitted

Status Change Alerts

Receive alerts when claim status changes

KPI Threshold Alerts

Alert when KPIs fall below target thresholds

Daily Digest Email

Receive a daily summary of activities and metrics

Weekly Report Email

Get weekly performance reports delivered to your inbox

Security Settings

Password Policy

Require Strong Passwords

Min 8 chars, uppercase, lowercase, number, special char

Password Expiration (days)

Failed Login Attempts Limit

Two-Factor Authentication (2FA)

Require 2FA for All Users

Enhance security with mandatory two-factor authentication

Require 2FA for Admins Only

Require 2FA for users with admin privileges

Supported methods: Authenticator apps (Google Authenticator, Authy), SMS, Email

Session Management

Session Timeout (minutes)

Concurrent Sessions

IP Access Control

192.168.1.0/24

Office Network

Add trusted IP addresses or ranges that can access the portal

Security Audit Log

Enable Audit Logging

Track all user actions and security events

Log Retention Period

API Keys

Production API Key

sk_prod_••••••••••••3a4f

Created: Nov 15, 2024 • Last used: 2 hours ago

Manage API keys for integrations and third-party access

Integrations

Email Service

SMTP configuration for outgoing emails

Connected

Slack

Send notifications to Slack channels

Not Connected

Microsoft Teams

Post updates to Teams channels

Not Connected

Webhooks

Send real-time event data to external services

2 Active

Zapier

Connect to 5000+ apps with Zapier

Not Connected

Google Analytics

Track portal usage and user behavior

Not Connected

Add Custom Integration

Connect your own services via API

Danger Zone

These actions are permanent and cannot be undone. Please proceed with caution.

Admin Settings

Organization Settings

Team Members

KPI Targets & Thresholds

Branding & Appearance

Notification Preferences

Security Settings

Password Policy

Two-Factor Authentication (2FA)

Session Management

IP Access Control Add IP

Security Audit Log

API Keys Generate New Key

Integrations

Email Service

Slack

Microsoft Teams

Webhooks

Zapier

Google Analytics

Danger Zone

IP Access Control

API Keys