app_shell Sidebar "Settings" highlighted under Account. Workspace = EVOLISE Admin.

Page purpose: admin account settings + platform-level configuration. Unlike provider settings, there's no "Workspace" section — admin is not tied to a specific provider workspace.

4 sections:
· Profile — admin personal info (editable)
· Notifications — system events relevant to admin (different scope from provider notifications)
· Platform configuration — admin-level defaults that apply system-wide (can be overridden per-provider in /admin/providers/[id])
· Security — password, 2FA, sessions

Platform config note: these settings apply globally. Provider-specific overrides live in the provider configuration screen. Changes here cascade to all providers that don't have specific overrides.
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AD
Demo placeholder. Admin profile details and platform configuration values below are placeholder for demonstration only.

Profile

Editable

Your personal information as the EVOLISE Admin. Visible in the audit log for every action you take.

Role is managed at the platform level · not editable from settings.
Used for sign-in and notification delivery.
Save changes Discard

Notifications

System + provider events

Control what events trigger admin notifications. Admin notifications cover system-wide events (stuck cases, provider config changes, audit alerts) — narrower than provider-level notifications.

Email digest
Daily admin summary
One email per workday with platform-wide events from the past 24 hours · stuck cases, decisions, config changes.
Email
Weekly platform report
Friday afternoon · operational summary across all providers (cases throughput, response times, system health).
Email
System events
Case stuck threshold exceeded
Any case stuck more than 7 days · platform-wide.
Email In-app
Reminder cascade exhausted
Max reminders sent for a stuck case without response · indicates manual intervention may be needed.
Email In-app
Audit log volume spike
Activity volume significantly above baseline · may indicate batch import, automation event, or anomaly.
Email In-app
Provider events
New provider added to the platform
Notify when a new licensed provider is configured (typically by admin · this is a self-event).
Email In-app
Provider config edited
Any change to provider configuration (case types, jurisdictions, industries, document checklists, workflow rules).
Email In-app
Provider activity anomaly
Significant deviation from baseline cycle time, response rate, or stuck cases count.
Email In-app
Save notification preferences

Platform configuration

System-wide defaults · v1.3

These are platform-level defaults that apply across all providers unless overridden per-provider in provider configuration. Changes here cascade to all providers without specific overrides. Editing is rare and audited.

Default deadlines
Provider request default
days from creation
Provider can override per-request when creating · provider-level config can override this default.
Edit
Reminder cadence
Every days · max reminders
After max reminders without response · admin alert.
Edit
Stuck threshold
days waiting client · waiting provider
Affects /admin/cases/stuck classification globally.
Edit
Audit and retention
Audit log retention
How long audit entries are preserved · subject to client jurisdiction requirements.
Edit
Decision retention
How long provider decisions (approve/reject reasons) are preserved.
Edit
System time zone and language
Default time zone
Used when individual users haven't set their own preference.
Edit
Default language
Default UI language for new users.
Edit
API and integrations
API access
Not enabled in demo · production feature
In production, API rate limits and integration endpoints are managed here.
Edit
SSO integration
Not enabled in demo · production feature
In production, SAML / OIDC SSO for provider teams and admin is configured here.
Edit
Save platform configuration Discard

Security

Password · 2FA · sessions

Admin account security. Admin accounts have elevated permissions · 2FA is strongly recommended and may be enforced at the platform level in production.

Password
Update password
Two-factor authentication
Authenticator app (TOTP)
Currently enabled · backup codes generated 12 Mar 2026. Mandatory for admin accounts.
Enabled Regenerate codes
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