Settings

Settings > AI Assistant > Actions & Automation's Automation Controls and Action Catalog, plus Settings > Security's CyberSentry and ThreatLocker Automation pages and the Staff Roles & Permissions doorway.

Device alert response, plus the Billing, Expirations, Operations and Security alert-condition groups, all live on Settings > System > Alerts & Notifications.

Settings > Service Desk holds six more pages past Ticket Rules and Ticket Review: Ticket Boards, Status Workflow, Priorities, Intake AI, Documentation Categories, and Tag Defaults.

Settings > Dispatch & Scheduling holds Calendar Sync, Quick-Fix Handling, and Dispatch Tuning past Dispatch Rules and Pod Scheduling Rules, and the shop's holiday list lives next door on Settings > Service Levels > Business Hours & Holidays.

Where you write the sentence clients read and agree to before saving a card, see the exact block they see, and change it without touching Stripe.

Three pages under Settings > Clients: the boards that group your clients, why there is no separate per-client SLA page, and where the client-facing email settings actually live.

Company Profile holds Currency and Default Timezone directly, and points to where Domains & URLs, Scheduled Jobs, and Billing & Pricing keep their own defaults.

Settings > Email > Email Templates holds the Subject and Body for every system-triggered email, and Signature & Footer builds the company-wide footer and decides how it interacts with a sender's own personal signature.

Identity holds Elise's name and Business Context; Providers & Model routes each feature to a model and its own prompt; Privacy & Redaction sets what Elise may read; AI Budget caps what it may cost.

The System Logs area: what each of its log streams shows, how to filter and search them, and what an opened entry looks like.

Active sessions, per-role session limits, timeouts, blocked IPs and users, geographic access, API keys and webhooks, all live on Settings > Security > Access & Sessions.

Settings > Clients holds Meetings & Agendas, where the AI agenda generator's meeting types and reusable prompt sections live, and CSAT, where the post-ticket rating email is configured.

My Settings > Profile's photo and contact fields and its Two-factor authentication card, My Settings > Notifications' Desktop toast channel and email digest, My Settings > Display's AI Assistant Avatar, and the two doors onto your own sidebar layout: the sidebar's Customize control and My Settings > Navigation.

Settings > Service Desk's Recurring Tickets and Tag Defaults pages.

The "Search all the things..." box in the top bar, the categories it groups results into, and how to open one.

Every group in the Settings sidebar, in one screenshot, with what each one is for.

Owner Controls, Data Retention, Integration Sync, Scheduled Jobs, Background Tasks, Admin Tools and All Settings all live on Settings > System, plus two doorway pages that point to Integrations and Logs.

Settings > Billing & Pricing holds Invoice Settings plus five more pages past Invoice Template: Sales Tax, Plans & Pricing, Legal Documents, Client Billing Overrides, and Profitability.

Theme holds your color scheme and a white-label Custom Palette, Table Density controls row spacing everywhere, and Domains & URLs holds your Company Domain and the Portal Base URL used in outgoing links.

Settings > Service Desk's Ticket Review and Ticket Rules pages, plus the Elise Auto-Close and Ticket Evaluation controls they point to on AI Assistant.

Time Tracking sets auto-start, idle, and finalize-day rules for the timer; SLA Policies and SLA Display together set the response and resolution targets tickets are measured against, and where to override them for one client.

Every page under your own name menu, in screenshots, with what each one changes for you and only you.