EM Client Configuration

entity management (em) is configurable to meet the client organization needs the table below lists each functional area within em and indicates who can perform the configurations contact your kingland services team with any questions functional area/feature client configuration kingland configuration may require kingland support additional comments branding all branding is kingland configurable data model field labels configured by global administrator via language administration default values for fields required fields reference data system managed not system managed configured by a global administrator user roles user role names configured by a global administrator basic user permissions firm user permissions some visibility permissions are kingland configurable; kingland needs to make adjustments to these permissions, if desired firm administrator permissions some visibility permissions are kingland configurable; kingland needs to make adjustments to these permissions, if desired global administrator permissions configured by a global administrator responsible party role and permissions delegate roles and permissions partner roles client can add/update/remove partner roles via reference data by a global administrator add new role client can add new roles with permissions via role management by a global administrator notifications scheduling of notifications recipients recipients are configured as part of the notification definition for each notification type notification text configured by a global administrator via language administration logic to trigger notifications workflow configuration names of workflow steps and transitions configured by a global administrator workflow routing rules rules to run on each transition the rules that are run on each transition are configurable by a global administrator however, rulesets have been set up to run rules on specific transitions in specific order, so kingland should assist with rule configurations transition reasons these are typically the push back reasons and can be configured by a global administrator for each transition as desired add workflow definition a global administrator can create an entirely new workflow definition this is an area where kingland would typically support client to ensure it is created correctly and can be utilized effectively validation rules rule names, descriptions, and messages configured by a global administrator error level (error/warning/informational) configured by a global administrator activate/inactivate rules configured by a global administrator updates to rule logic while some rules do allow the a global administrator to configure the logic, it is advised to involve kingland to ensure the rule logic is updated properly add new rules the system allows a global administrator to add new rules using an existing rule as a base it is advised to involve kingland to ensure the rule is created properly and added to the proper ruleset some rules require kingland to add/update and cannot be added by client import & export import/export file format for example, if client organization wants to update the primary auditor field to my client, the import/export file template will be updated by kingland import/export permissions a global administrator can assign permissions to various user roles to allow them to import or export import/export visibility rules user provisioning syncing user attributes client controls the fields they provide to em via scim, but may need kingland support user, role, and group management configured by global administrator entity search default search result fields column names in search results configured by global administrator via language administration stop words and synonym list dashboard default dashboard the global default dashboard is configured at a system level by kingland, but each user can create their own saved dashboards my tasks default fields the global default fields are configured at a system level by kingland, but each user can create their own saved searches site text nearly all site text is configurable via language administration