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

                                                                                                                                                                                            Settings

                                                                                                                                                                                            Helpdesk Settings

                                                                                                                                                                                            Transition Graphs
                                                                                                                                                                                            Helpdesk Inbox Emails

                                                                                                                                                                                            Org Settings

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

                                                                                                                                                                                            Interface Settings

                                                                                                                                                                                            Third Party Interfaces

                                                                                                                                                                                            Chat Settings

                                                                                                                                                                                            Live Chat

                                                                                                                                                                                            SMS Settings

                                                                                                                                                                                            SMS Line Management
                                                                                                                                                                                            Timezone & Conversation Auto-Close
                                                                                                                                                                                            Responders