Navigating Self-Configuration Application

Users can create standard templates for similar client info rules to avoid creating a client from scratch.

1. Top Tabs

All configurable settings are separated into categories. Please see the Configuration page for additional details on which settings are available in each Top Tab category.

2. Side Tabs

Each Top Tab category has a side tab menu that displays different sections for the category. When clicked clients will be navigated to the section where configurable settings can be viewed.

3. Configurable Settings

Settings can be viewed and changed directly by users with appropriate access.

4. Support Icons

Info icons and Help icons are available throughout the Self-Configuration. Hover over the Info icon to get additional information about the setting. Click on the Help icon for a side-bar menu for additional details.