EM Client Configuration







All Branding is Kingland Configurable.















Configured by Global Administrator via language administration.







































Configured by a Global Administrator.















Configured by a Global Administrator.















Some visibility permissions are Kingland Configurable; Kingland needs to make adjustments to these permissions, if desired.







Some visibility permissions are Kingland Configurable; Kingland needs to make adjustments to these permissions, if desired.







Configured by a Global Administrator.























Client can add/update/remove partner roles via reference data by a Global Administrator.







Client can add new roles with permissions via Role Management by a Global Administrator.























Recipients are configured as part of the notification definition for each notification type.







Configured by a Global Administrator via language administration.























Configured by a Global Administrator.















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.







These are typically the push back reasons and can be configured by a Global Administrator for each transition as desired.







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.















Configured by a Global Administrator.







Configured by a Global Administrator.







Configured by a Global Administrator.







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.







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.















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.







A Global Administrator can assign permissions to various user roles to allow them to import or export.























Client controls the fields they provide to EM via SCIM, but may need Kingland support.







Configured by Global Administrator.























Configured by Global Administrator via language administration.























The global default dashboard is configured at a system level by Kingland, but each user can create their own saved dashboards.















The global default fields are configured at a system level by Kingland, but each user can create their own saved searches.