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13. Settings and Administration

User & Administration Guide — Version 1.0.0.47

Guide summary

Site owners and app administrators configure name, appearance, forms, security, import, and email.

On this page

Open Settings from ADMIN. Only site owners and assigned app administrators see this area.

13.1 Configuration Pages

  • General — app display name and header links.
  • Appearance — theme, colors, and SharePoint chrome.
  • Dashboard — dashboard name and insight cards.
  • Forms — field visibility on SMH_Subscriptions and lookups.
  • Subscription — 14-day trial and yearly licensing.
  • Security — administrators, roles, and feature permissions.
  • Bulk Import — CSV template and import.
  • Reminders, Numbering, and Tags — renewal notice, IDs, and colored tags.
  • Email Integration and Notification Workflows — Graph mail and lifecycle emails.
Settings General
Settings → General — display name and header links.