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Settings
Settings
19 articles
Tag Management
Create, edit, delete, and organize Tags that are used across the workspace.
Custom Input Field Management
General
Approval for Suggested Edits
Global setting which enables or disables the requirement for approvals for suggested edits to be included in a run.
General Global / Workspace Settings
Overview of the General Settings that will apply globally throughout the workspace.
Projects
Creating & Assigning Projects
Instructions for creating and using projects and subprojects to keep your workspace organized.
Project Permissions
Set user access levels per project.
Integrations
Generate API Key
How to generate a new API key for your workspace.
Notifications
Notification Settings Page
Manage your teams communication flow and notification preferences.
Release
Setting Review Types / Multi-Stage Review
Global setting that allows you to configure different groups of required reviewers for all procedures.
Auto Version Numbering
Automatically assign / increment procedure versions that comply with the versioning schema.
Roles
Add Operator Role
Add a new operator role that can be assigned to users.
Operator Role Based Permissions
Set which operator roles have the ability to release procedures, suggest edits / make redlines or bluelines, skip steps, or repeat steps.
Units
Units
Define Units that will be available to use globally.
Procedures
Add Custom Step Detail
Create a new custom step detail that can be used in procedures.
Auto Generate Procedure ID
Automatically create unique identification codes for new and revised procedures.
Users
Invite / Edit Users
Bulk invite new users or edit user access and operator roles.
Deactivate Users
Deactivate user(s) individually or in bulk.
Audit
Download Audit Reports
Download Audit Logs / Event History.
Download Pending Actions Report
Generate a report that includes pending step actions for all running procedures.
