Platform settings

Platform Settings contains global configuration that can affect multiple clients, sites, users, integrations, and public-facing experiences. These tools are intended for platform administrators.

Area	Purpose
Branding and SAML	Portal titles, host names, resource links, logos, feature rollouts, and identity-provider integration.
Report templates	Uploaded report definitions, module placement, portal visibility, and client/site assignments.
Maintenance notifications	Rich-text platform maintenance notices.
Voicemail branding	Phone-number-specific spoken welcome messages.
Central stations	SIP connectivity, dialing rules, time zone, owning client, and covered sites.
Dynamic dashboard panels	Administrator-defined charts and grids backed by database queries.

Change-control workflow

1. Record the existing configuration and affected scope.
2. Confirm the change owner, approval, maintenance window, and rollback method.
3. Make the smallest required edit.
4. Save once and reopen the record to verify persistence.
5. Test with a non-administrator account in the intended client, site, module, and identity context.
6. Verify external systems such as the identity provider, SIP service, report engine, or dashboard query separately.
7. Preserve audit and deployment evidence.

Warning

Several editors save the primary record before saving its assets or assignments. A later failure can leave a partially applied change. Always reopen and verify the main record, uploaded content, and every assignment after an error.

Selecting another item can replace the form without an unsaved-change warning. Save or deliberately discard the current edit before changing the Items selection.