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Platform Settings
Platform-level configuration: custom fields, email templates, workflow rules, announcements, and notification preferences.
7 articles
1
Announcements
Broadcast a message to everyone in your workspace.
2
The Audit Trail
What is recorded on every change, and how to search it.
3
Brands & White-Labelling
Run more than one brand from a single workspace.
4
Custom Fields
Add your own fields to records across the platform.
5
Email Signatures
Consistent, on-brand signatures on outbound ticket replies.
6
Email Templates
Reusable templates for the emails Plenix sends.
7
Notifications
Your in-app notification centre — alerts, mentions and system events.
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