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                                                                                              • Getting Started
                                                                                                • Onboarding
                                                                                                  • Webinar Recordings
                                                                                                    • Profile & Account
                                                                                                    • Knowledge Base
                                                                                                      • Knowledge Base Tips
                                                                                                        • Exchanges
                                                                                                          • Guided Conversations
                                                                                                            • Guided Conversation Functions
                                                                                                              • Guided Conversation Cards
                                                                                                              • Cloud Drive
                                                                                                                • Sites and Articles
                                                                                                                  • External Knowledge Base Integrations
                                                                                                                    • System Messaging
                                                                                                                    • Helpdesk and LiveChat
                                                                                                                      • Helpdesk
                                                                                                                        • LiveChat
                                                                                                                        • Concierge
                                                                                                                          • Concierge Set Up
                                                                                                                            • Concierge Visual Editor Examples
                                                                                                                            • Concierge Developer Tools
                                                                                                                              • Legacy Concierge Guides
                                                                                                                              • AI in the Capacity Platform
                                                                                                                                • Capacity's Approach to AI
                                                                                                                                  • Generative AI Tools
                                                                                                                                  • Automations and Workflows
                                                                                                                                    • Automations
                                                                                                                                      • Workflows
                                                                                                                                      • Analytics
                                                                                                                                        • Baseline CSV Reports
                                                                                                                                          • Bot Reporting
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                                                                                                                                            • Helpdesk Settings
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                                                                                                                                                    • SMS Settings
                                                                                                                                                      • Responders
                                                                                                                                                    • Developer Platform and Databases
                                                                                                                                                      • Developer Platform
                                                                                                                                                        • LiveDB
                                                                                                                                                          • CapacityDB
                                                                                                                                                            • Tutorials
                                                                                                                                                            • GC in Apps
                                                                                                                                                            • Surveys
                                                                                                                                                              • Create Survey
                                                                                                                                                                • Deploy Survey
                                                                                                                                                                • Integrations and Interfaces
                                                                                                                                                                  • App Integrations
                                                                                                                                                                    • Microsoft
                                                                                                                                                                      • Encompass
                                                                                                                                                                        • Other Apps
                                                                                                                                                                        • Interfaces
                                                                                                                                                                          • Microsoft
                                                                                                                                                                            • Slack
                                                                                                                                                                            • Authentication
                                                                                                                                                                              • Capacity API
                                                                                                                                                                                • Webhooks
                                                                                                                                                                                • Troubleshooting
                                                                                                                                                                                  • Browsers
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                                                                                                                                                                                      • Contact Us
                                                                                                                                                                                        • Platform Status
                                                                                                                                                                                        1. Home
                                                                                                                                                                                        2. Settings
                                                                                                                                                                                        3. Org Settings

                                                                                                                                                                                        Org Settings

                                                                                                                                                                                        Password Management
                                                                                                                                                                                        Preset Role Descriptions
                                                                                                                                                                                        Email
                                                                                                                                                                                        Add Users to Capacity Platform
                                                                                                                                                                                        Teams, Projects, & Content Groups

                                                                                                                                                                                        Custom Fields

                                                                                                                                                                                        Custom Fields Overview
                                                                                                                                                                                        Required Custom Fields
                                                                                                                                                                                        Dependent Custom Fields