👤 This feature is available for the following applications:
Standalone application ✅
Consortium application ❌
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ❌
Application User with “Review” ability ❌
Application User ❌
🔍 Purpose
This guide provides step-by-step instructions on how to navigate and customise settings in the Informed 365 application. It covers various options such as updating logos and landing pages, setting the application to private or public status, enabling two-factor authorisation, and customising branding and schemes. It also explains how to manage settings for organisations, forms and language selection.
🛠️ Prerequisites
The settings will be set to default settings by the Informed 365 development team prior to launch.
📝 Step-by-Step Guide
Consortium applications are managed by an appointed administrator. (They will not have a settings option in their navigation menu.)
1. Click on the navigation menu.
2. Click Settings.
3. Click Details. This will show the organisation (client) name as well as the application URL.
The application URL/slug can only be updated by the Informed 365 Development Team. Clients using a standalone application may request a change by contacting their Customer Success Manager.
4. Click Options.
(a) General
5. Click on the sub-heading General. This section will enable you to determine the status of your application, whether it’s set to Private or Public. If it’s set to Private, suppliers will require an invitation to access the platform. Conversely, if it’s set to Public, suppliers won’t need an invitation to register on the platform.
There is also the option to toggle on Two Factor Authorisation for logging in to the application.
(b) Organisation
6. Click on the sub-heading Organisation. In this section you have 3 toggle options for settings for organisations.
Require Organisation Business Identifier - this will determine if the Country and Business Identifier are mandatory fields when creating new Organisation Profiles.
Show Organisation Risk Matrix - if this toggle is selected it will display a Risk Matrix on the Organisation Module page.
Show Sub Entities - If this is toggled on, it will allow you to see any sub entities for the organisation
(c) Form
7. Click on the sub-heading Form. The Form List Progress toggle will allow you to see the progress of each form on your form list.
(d) Translations
8. Click on the sub-heading Translations. In this section you are able to select the default language the application displays all static text in.
(e) Theme
9. Click Theme. This section is where the branding and colouring is set for the application. You are able to update the background of the login page, the icon that appears along the top of the application pages and the logo that appears in the top left hand corner. For any colour changes on the dashboard, please reach out to your Customer Success Manager or [email protected] for assistance.
(f) Files
10. Click Files.
11. Click to upload a file. When you upload files here, it then creates a unique URL for the file which can be used within a Form Template or special notes on the landing page.
(g) Payments
12. Click Payment. This section will allow you to see what currency will be used for invoicing your application charges. Stripe Key payments are available, so if this is something you would like to setup please reach out to our support team [email protected].
(h) Attributes
Please refer to this page Creating Attributes for a step-by-step guide.
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.