INSZoom:-Standard Edition: Before Getting Started - Super Admin Step 1
Standard Edition: Before Getting Started - Super Admin Step 1
Before beginning to use INSZoom, the Super Admin should set up the Organization, User, and System settings. Use the navigation provided to open each section.
If you have questions, click the (?) or (i) icons to learn more about each setting and the options available. Create a list of any settings you don't understand and contact Support for assistance.
Note: If an item does not appear in your application, you are not subscribed to it.
Organization Settings
Navigation: Setup>Settings>Advanced Settings>Org Settings
- Organization Name
- Tax ID
- Website
- Main Contact
- Main Contact Email Address
Email Settings
Navigation: Setup>Settings>Advanced Settings>Email+
- Authentication for Emails
- Email CC to Corporation
- Use Secure path for emailing Forms/Questionnaires
- Default Email for employee (Main contact)
- Send Email CC for Client Supervisor
- Send email to Case Managers when the Case Receipt number is added
- Send Email as attachment for forms and questionnaires
- Restrict client ability to view or select email of
- Zoom Email alert font settings
- Send Email communication to client
- Default Email Access
Forms
Navigation: Setup>Settings> Advanced Settings> Form +
- Default Access Period for Forms
- Form Font Settings
- Form Addendum Settings
- Form Email Settings
Case Managers Setup
Navigation:Settings>Advanced Settings>Case Managers+
- Lock All Case Managers Profile
- All Case Managers can edit Email Alert Preferences
- Display All Case Managers on the Choose Recipients page
System Settings
Navigation: Setup>Settings>Advanced Settings>System Settings+
- Time Zone Settings
- Org Terms
- Upload Banner
Once these settings are completed, you're ready to start using INSZoom. Please see our additional training modules:
Step 1 - Navigation, Terminology and Personal Settings
Step 2 - Adding Corporations, Clients and Cases