Administration

Setup and configuration. Users, roles, modules, fields, picklists, visibilities, workflows, templates, and integration surfaces (SMTP, storage, API tokens). Mostly for practice administrators.

• Users
• Roles
• Profiles
• Modules
• Custom modules
• Fields
• Picklists
• Field visibilities
• Module relationships
• Workflows
• PDF templates (creation)
• Email templates (creation)
• Menu editor
• SMTP configuration
• Storage configuration
• API tokens
• Practice profile
• Audit and compliance