Settings
Manage your admin account, notifications, platform configuration, and security
Demo placeholder. Admin profile details and platform configuration values below are placeholder for demonstration only.
Profile
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
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
Email
One email per workday with platform-wide events from the past 24 hours · stuck cases, decisions, config changes.
Weekly platform report
Email
Friday afternoon · operational summary across all providers (cases throughput, response times, system health).
System events
Case stuck threshold exceeded
Email
In-app
Any case stuck more than 7 days · platform-wide.
Reminder cascade exhausted
Email
In-app
Max reminders sent for a stuck case without response · indicates manual intervention may be needed.
Audit log volume spike
Email
In-app
Activity volume significantly above baseline · may indicate batch import, automation event, or anomaly.
Provider events
New provider added to the platform
Email
In-app
Notify when a new licensed provider is configured (typically by admin · this is a self-event).
Provider config edited
Email
In-app
Any change to provider configuration (case types, jurisdictions, industries, document checklists, workflow rules).
Provider activity anomaly
Email
In-app
Significant deviation from baseline cycle time, response rate, or stuck cases count.
Save notification preferences
Platform configuration
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
Edit
Provider can override per-request when creating · provider-level config can override this default.
Reminder cadence
Every days · max reminders
Edit
After max reminders without response · admin alert.
Stuck threshold
days waiting client · waiting provider
Edit
Affects /admin/cases/stuck classification globally.
Audit and retention
Audit log retention
How long audit entries are preserved · subject to client jurisdiction requirements.
Decision retention
How long provider decisions (approve/reject reasons) are preserved.
System time zone and language
Default time zone
Used when individual users haven't set their own preference.
Default language
Default UI language for new users.
API and integrations
API access
Not enabled in demo · production feature
Edit
In production, API rate limits and integration endpoints are managed here.
SSO integration
Not enabled in demo · production feature
Edit
In production, SAML / OIDC SSO for provider teams and admin is configured here.
Save platform configuration
Discard
Security
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)
Enabled
Regenerate codes
Currently enabled · backup codes generated 12 Mar 2026. Mandatory for admin accounts.
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