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.