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9. Settings

User & Administration Guide — Version 1.1.49.0

Guide summary

Settings is for administrators: the app name, appearance, forms, roles, policy attestation, document libraries, and the site subscription.

On this page

General and appearance

Settings general
General holds the app name, sample data, and setup status.
  • General — app name, sample data restore, and setup status.
  • Appearance — theme, accent colors, and navigation layout.

Forms and templates

  • Forms — field visibility for Workers and lifecycle lists.
  • Form templates — category-specific extra fields.
  • Worker statuses, numbering, reminders, email integration, and notification workflows.

Roles and libraries

Roles and permissions
Site owners add app administrators. Content rights stay with SharePoint.

Roles and permissions let site owners add app administrators. Policy attestation sets the statement, quiz, typed name, and signature rules. Document libraries opens the policy, acknowledgement, training, and worker document lists.

Subscription

Subscription shows the 14-day site trial and the yearly site subscription. Mail is sent with Microsoft Graph Mail.Send when email delivery is set to Graph. The package requests Mail.Send only.