Settings
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Troubleshooting Settings Access and Save Errors
A missing setting or disabled button can reflect access rules, incomplete loading, a validation issue, or a dependency on existing records. Check...
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Handling Data Subject Requests and Organization Deletion
Open Settings > Data & Compliance. This area requires Full Access and the permission required for each compliance or deletion action. Data Subject...
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Managing Data Exports, Retention, and Legal Holds
Open Settings > Data & Compliance. This area requires Full Access plus the applicable Manage Settings or Delete Company Data permission. This area...
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Configuring Optional AI with Your Own API Key
Open Settings > AI. This area requires Full Access plus Manage Integrations or Manage API Keys; credential actions remain restricted to authorized...
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Creating API Keys and Configuring Webhooks
Open Settings > Integrations. This area requires Full Access and the relevant integration or API-key management permissions. API Keys API keys allow...
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Reviewing and Configuring Installed Integrations
Open Settings > Integrations. This area requires Full Access and Manage Integrations. Integrations & API contains Installed, API Keys, and Webhooks...
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Managing Legal Agreement Records
Open Settings > Legal. This area requires Full Access and Manage Settings. Legal Agreements stores and organizes client and vendor agreement records....
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Importing Data Through Settings
Open Settings > Data Import. This area requires Full Access and Manage Settings. Data Import provides import preparation, mapping, validation,...
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Choosing Notification Channels and Daily Briefing Time
Open Settings > Email & Notifications. This area requires notification access for personal preferences. Notification Preferences controls your own...
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Configuring Email Signatures and Email Templates
Open Settings > Email & Notifications. This area requires Full Access and Manage Settings for workspace changes. Email Signature The signature builder...
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Configuring Workspace Email and Testing Delivery
Open Settings > Email & Notifications. This area requires Full Access and Manage Settings for workspace email changes. The Email Configuration card...
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Managing the CaseWyze Subscription, Usage, and Billing History
Open Settings > Billing. This area requires View Billing for visibility; management actions require additional billing access. This page concerns your...
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Configuring Tax Rates and Components
Open Settings > Tax Rates. This area requires Full Access and Manage Rates. Tax Rates stores the rates used by invoice defaults. Enter rates approved...
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Configuring Invoice and Expense Items
Open Settings > Invoice & Expense Items. This area requires Full Access and Manage Rates. Finance items define reusable line-item choices and default...
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Managing Document and Report Templates in Settings
Open Settings > Templates. This area requires Full Access plus View Report Templates or Manage Report Templates. Templates provide reusable structures...
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Configuring Case Request Defaults and Numbering
Open Settings > Organization. This area requires Full Access and Manage Settings. The Case Request Settings section controls shared case-intake...
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Creating and Configuring Public Intake Forms
Open Settings > Public Forms. This area requires Full Access plus Manage Case Request Forms or Manage Job Application Forms. Public Forms manages...
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Creating Case Update Presets
Open Settings > Case Update Presets. This area requires Full Access and Manage Settings. A preset provides reusable starting text for an update. It...
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Managing Update Types
Open Settings > Update Types. This area requires Full Access and Manage Settings. Update types provide consistent categories for case notes and work...
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Configuring Automatic Case Status Triggers
Open Settings > Case Statuses. This area requires Full Access and Manage Settings. Automatic Status Triggers changes a case's status when supported...
