Open Settings
In the sidebar, under Manage, click Settings. Relyant opens Workflows first. On a computer, the settings menu takes the place of the Facilities menu in the sidebar. Click Back to Facilities at the top of the sidebar to return. On a phone or narrow window, pick a settings page from the menu at the top of the page.To open any settings page, you need permission to view settings. Each page in the menu also needs its own permission, so you only see the pages you can use.
Settings pages
The settings menu groups pages under General, Resources, Core, Add-Ons, and Organization. Pages under Core and Add-Ons only appear when their module is enabled.Guides
Home settings
Publish an announcement banner.
Approval settings
Set up approval rules and approvers.
Asset settings
Manage asset categories and archival approval.
Work order settings
Configure numbering, ratings, categories, and request fields.
Location booking settings
Set booking hours, rules, buffers, and custom fields.
Asset booking settings
Set booking hours, rules, buffers, and custom fields.
Help desk request types
Set up the types of help desk requests you handle.
Transport
Learn how transport requests work.
Organization settings
Update your organization’s details.
Team members
Invite members and manage roles.
Billing
Manage your plan and payments.
Integrations
Connect Relyant to other services.