System Administration

Set up rates, services and sites

• Add a new rate type
• Add a new support category
• Add a new service for Support At Home
• Add a rate to a service
• Link a service to a site
• Checklist for setting up a service for Support At Home

Lumary AC settings

• Store files temporarily for data migration
• Set up automated incident ownership and notifications
• Avoid issues with Salesforce configuration and settings

Set up templates

• Create a case note template

Add and manage users

• Permission set groups
• Assign or remove permission sets from users

Change a record layout

• Add a tab and/or component to a customised Lightning page layout