Account Settings

Overview of available features and their functions

After signing in, select Settings from the bottom-left corner of the navigation menu.

The Settings page includes seven tabs, each serving a specific purpose:

General 

• Contains options for updating the account name, email address, or password.

Design & Branding

• Provides configuration options for logos, colors, and design elements to align with brand identity.
• For setup details, refer to the How to Update Branding, Logos, and Colors article.

Features

• Displays all features currently active within the account.
• Sandbox instances may indicate whether Live Data or Sandbox Data is enabled.
• Production instances may display Live Data or Disabled statuses. 

Scoring & Alerts

• Divided into two sections: Scoring and Risk Alerts.
  • Scoring: Used to define score ranges and risk categories (High Risk, Medium Risk, Low Risk).
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  • Risk Alerts: Allows customization of which types of alerts are active.
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Notifications

• Includes two sections: My Notifications and Applicant Notifications.
  • My Notifications: Enables alerts for new case assignments when a case is assigned to a user.
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  • Applicant Notifications: Controls which messages are sent to applicants.
    • Recommended configuration: enable Onboarding Notifications so applicants receive emails when onboarding begins and completes.
    • The Integration Failures and Score Changes and Updates notifications can remain disabled.
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Advanced

• Provides tools for managing webhooks, including setup and control of event data sent to external applications.
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