Settings

See the more than 200 actions Elise can take across tickets, time, billing, clients, docs and devices, choose how much confirmation each one needs, and switch her auto-close and auto-dispatch on or off.

Choose, for each severity, who is told about a device alert and whether it opens a ticket, give one client its own answers, and switch the billing, expiry, operations and security checks on or off, all under Settings > System > Alerts & Notifications.

Decide how every ticket is routed, timed and triaged: set up boards, statuses, priorities, tags and the Intake AI that works on new tickets, with its score floors and per-status switches, under Settings > Service Desk.

Let the portal learn how long each kind of ticket really takes from the time your techs log, every Sunday, and tune calendar sync, quick-fix handling and holidays, under Settings > Dispatch & Scheduling and Settings > Service Levels.

Put your own words, and your own company name, in front of every client who saves a card, with a live preview of exactly what they will read, under Settings > Billing & Pricing > Card Authorization.

Group your clients into boards that decide who sees them and which reports and Elise actions cover them, then find where client SLAs and client email settings live, all under Settings > Clients.

Set your company name, phone, currency, default client country and timezone in one place, Settings > Company > Company Profile, and find where the other company-wide defaults live.

Control the wording of the automatic emails in the template list: edit each one, switch one off, send yourself a safe test of any of them, and put one branded company footer on all outbound mail, all under Settings > Email.

Teach Elise your business, keep emails, phone numbers, SSNs and card numbers out of what is sent to the AI provider, and put a monthly dollar ceiling on AI spend, all under Settings > AI Assistant.

Answer who changed what, when and for which client in seconds: the Audit Log keeps an unalterable record of every change and Export CSV hands the rows to an auditor, while Email, System, Operations and Sessions logs cover the rest.

Control who can sign in and from where, then let your own scripts and tools read tickets, clients and devices through read-only API keys and hear about every new ticket through a signed webhook.

Get client meeting agendas written by AI from your own reusable sections and only the data you choose, and measure satisfaction with a rating email you style, where unhappy ratings alert the right staff and happy customers are offered a Google review link.

Keep your own account working the way you do: edit your contact details and photo, turn on two-factor sign-in, choose how you hear about events (bell, email or desktop toast), set your AI Assistant Avatar, and reorder or hide your own sidebar. Every setting here changes things for you only.

Make routine work create itself with a recurring ticket rule that opens a ticket for a client on a schedule, and add company-wide tags once so every client can use them and a plan line can bill by how many things carry a tag.

Type two letters in the "Search all the things…" box in the top bar and get matching passwords, devices, clients, people, knowledge base articles, tickets, network devices, procedures, workflows, domains, expirations and assets in one grouped list, then press Ctrl+K to get back to the box from any page.

Find any setting fast: the 11 Settings groups and what each one controls, plus the search and Elise shortcuts that take you straight to the right page.

See exactly how long your logs and records are kept, watch the work you started in the background, and search every setting from one page, with Owner Controls locked to the owner and Integrations and System Logs one click away.

Settings > Billing & Pricing is where you decide how invoices are approved, sent and numbered, how sales tax is applied, how plans prorate, what agreements carry, and which clients are profitable, and where Elise can set up plans, add their price lines, start subscriptions and approve invoices for you.

Give the portal your own brand colors in a Custom palette your whole team can switch to, tune row spacing to fit more on screen, and set the Company Domain and Portal Base URL your connected systems and outgoing emails rely on.

Decide who may close a Resolved ticket and when a Resolved ticket closes on its own, flag low-scoring work, and shape how inbound email becomes a ticket, with Elise ready to draft the closing message.

Capture billable time without anyone remembering to press Start, and hold every ticket to response and resolution targets per priority, with a warning before a response target is missed and a different target for any one client.

Everything under your name menu and My Settings that changes the portal for you and only you: your photo and details, two-factor, time off, theme and density, language and timezone, notifications, email signature, search, sidebar and the daily briefing Elise prepares.