Application Setup Overview

The application setup is done in the Administration area by using Company Setup, User and Security Setup, and System Setup sections. These allow you to define and maintain the data values and rules that make up your Emplifi Agent system. This includes things such as:

• System users

• Categories and codes for use on the case

• Letters and enclosures

• Data validation rules

• Suggestions

• Security settings

When you are working with multiple companies, you can select a different company configuration on the Application Menu. This allows you to work on each company's settings without leaving the Administration area. For more information, see Switch Company.