_UserGuide_AdminSettings

Admin Settings

This section of the user guide describes the usage for Administrator settings.

Please contact sales@harbr.com to enable this feature.

Managing Administrators

Administrators

admin@company.com, admin2@comp...

Company Profile

If you are an Administrator when you navigate to Company Profile you will have an additional Administrators field available. Administrators are assigned by entering their email address.

Usage

Admin Field Control

Redact
Reveal

Template > Field Settings

Administrators will have an additional field control as part of their Field Settings.

For each Question an additional Redact or Reveal dropdown selection is assignable. Questions are Reveal by default.

Any answers to Questions that are assigned Redact will be redacted for everyone except administrators. That means once the question is answered the application record, downloads, and collaborative views will have those answers redacted for non-admins.

For Accounts with Bank Integrations

Bank Integration data and Banking Insights analysis will be redacted by default for non-admins.

User Guides

Quick Start Edit Application Email Settings Approval Automations Webhooks Admin Settings Overview