Configuration

The Configuration group in the menu gathers what defines how your workspace works. It's usually managed by the Super administrator and managers.

Guide	What for
Platform settings	Every threshold, deadline and switch, with its default.
Tax tables	Payroll's ISR, subsidy, UMA, minimum wage and IMSS rates.
Integrations	Email, WhatsApp, ticketing systems, API, webhooks and deliveries.
Roles and access	System roles, custom roles and who holds each permission.
Ticket categories	Kinds of work and the skills they ask for.
Task templates	Task lists and form templates.
Form builder	Questions, validation and logic.
Escalation chains	What happens to a ticket nobody accepts.
Writing styles	How AI rewrites a technician's resolution.
Notification rules	Who hears about what, and how.
Shifts and rotations	Shift definitions and rotation patterns.
Expense policies	Limits, receipts, per diem and mileage.
Asset catalog	Categories, brands, types and variants.
Safety checklists	The safety checks before work.
Quality rules	Which jobs are audited and how.
Geofences	The areas that verify arrivals and clock-ins.
Model registry	Intelligence models and dispatch weights.

Settings for your account (profile, security, notifications) and the company (details, single sign-on, custom fields, subscription) are in Settings.