Settings
Manage your personal, organisation, and object settings in one place
Personal settings
Organisation settings
- How to view and edit a user's details
- Getting started with Organisation settings
- How to add users to your Vatix account
- How to send a password reset email or resend an invitation
- How to create and manage teams
- How to change a user's role
- How to deactivate and reactivate a user
- How to export user records
- How to assign and unassign product licences
- How to set up Single Sign-On (SSO)
- How to set up SCIM provisioning with Vatix
- How to add your company logo to Vatix
- How to manage user fields
Objects settings
Groups
- Getting started with Groups
- Where you can use a Group
- How to create a manual Group and add its members
- How to set up a dynamic Group with membership rules
- How to find a Group and edit its details
- How to change a Group's membership type
- How to deactivate and reactivate a Group
- How to view a Group's history
- Why someone is missing from a dynamic Group