Administration
Manage workspace settings, users and roles, plus reports, the audit log and your organization.
By amaise1 author16 articles
- Settings: Notification email subjectsCustomise the subject of notification emails per type — with placeholders, the automatic [amaise] prefix, and a live preview.
- Settings: IP allow listRestrict access to your workspace to specific IP addresses and CIDR ranges — configurable as an administrator under «Settings» → «Security».
- Settings: Manage usersInvite new users to your workspace, assign roles, and manage existing access — all on the "Users" page.
- Audit log: Track accessMonitor and analyze access to amaise for greater transparency and security.
- Organization: Overview of your workspacesGet an overview of all workspaces within your organization.
- Reports: Usage and analyticsSee how amaise is used in your department and how much time is spent on specific tasks.
- Settings: Configure annotationsSet the annotation presets for the PDF viewer in your workspace — under «Settings» → «Features».
- Settings: Bulk case cleanupArchive or delete many cases at once — via the bulk case cleanup in the settings under «Danger zone».
- Settings: Document mapping for integrationsMap external-system keys to document storage, document types and split behavior — under «Settings» → «Document mapping».
- Settings: Managing export templatesCreate and maintain export templates for your workspace — under "Settings" → "Features".
- Settings: Integration and agent statusStatus, endpoints and credentials of your workspace's integration agent — under «Settings» → «Integration».
- Settings: Case notes templatesCreate and maintain case notes templates for your workspace — under «Settings» → «Features».
- Settings: Roles and permissionsView the roles in your workspace and their permissions — under «Settings» → «Security».
- Settings: Case-work defaultsWorkspace-wide defaults for case work — default view, document storage, duplicates, case histories, inactive cases, and external access.
- Settings: General workspace detailsView the basic details of your workspace — name, URL, data region, language and time zone under «Settings» → «General».
- Settings: Workspace settings overviewWhat the workspace settings contain, which areas you see depending on your role, and which are managed by amaise only.