Admin Settings
Stay in control as you grow
Set how your organization runs once, then keep roles, permissions, and security consistent as you add branches and programs. When auditors show up, your records already line up.
Scattered settings turn every audit into a fire drill
When roles, permissions, and workflows differ from branch to branch, documentation drifts. Small gaps become denied claims, citations, and fines. By the time an audit finds them, the cost is already real.
Core Capabilities
One place to run the rules of your business
Admin Settings puts roles, security, structure, and audit trails in one place, so every branch operates the way you intend.
Give people exactly the access they need. Build role-based permissions down to the module, page, and field. Restrict access by branch, program, or caseload so people see only what they should.
Set authentication once for everyone. Turn on single sign-on and multi-factor authentication, control session rules, and manage mobile and offline access across your whole organization.
Add a branch without starting over. Configure branches, programs, and lines of business so a new site inherits your standards from day one.
Know who changed what, and when. Access logs capture logins, role changes, and record edits, and you can filter them by date, employee, or event.
Update a setting or a role at the top, and it flows down to the branches you choose. Your team makes changes directly, without waiting on a support ticket. Your setup keeps pace with how you run.
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