What can you configure in the "Settings" tab?

Gamfi Settings

This is where you can configure the following elements in several tabs:

✔️ Application time zone,
✔️ Allowed domain,
✔️ Roles,
✔️ Locations,
✔️ Companies,
✔️ Categories,
✔️ Business sequences,
✔️ Custom fields,
✔️ Labels,
✔️ Branding.

 

Learn more about each:

Application - here you can set the time zone in Gamfi and allowable domains. The time zone on a given employee's profile can be different from the one set for the entire platform. This is a useful feature, for example, when a given employee works in a different time zone and you want Process Actions to be released during their actual working hours.

What can you configure in the Settings tab_1

Roles - here you can create additional roles you want to involve in Processes ⤵️

What can you configure in the Settings tab_2

Locations - Here you can create a list of actual work locations (e.g., Warsaw Office, Warehouse), which you can then use as a snippet or the basis for targeting content.

Snippet - an element that pulls information from the user's profile into an email or task.

What can you configure in the Settings tab_3

Companies - Here you can create "Companies," which will effectively create independent areas in Gamfi. This means that the Administrator from Company X will only see Employees and Job Candidates from Company X, and will not see Employees and Job Candidates from Company Y.

What can you configure in the Settings tab_4

Categories - here you can create additional categories that can be assigned to the user account and used in the form of Snippets or for targeting Actions ⤵️

What can you configure in the Settings tab_5

Business Sequences - thanks to them, you can tag individual Actions in the Workflow, thus creating groups of Actions corresponding to your business goals ⤵️

What can you configure in the Settings tab_6

Custom fields - these fields store information from users provided in Form Actions ⤵️

What can you configure in the Settings tab_7

Labels - allow you to specify exactly what situation a given process concerns ⤵️

What can you configure in the Settings tab_8

Branding - tutaj możesz ustawić własną kolorystykę elementów Gamfi takich, jak tło czy przyciski. Warto dopasować kolory elementów do kolorów firmowych ⤵️

What can you configure in the Settings tab_9