What Administration Supports

Administration covers account-level configuration, users, permissions, invitations, portal settings, online payment settings, letter setup, and application template configuration.

These tools should normally be used by account administrators or designated staff responsible for CDM setup.

Main Administration Areas

Administration includes:

• Account Details.
• Users.
• Access.
• Invites.
• Portal Config.
• Portal Payments.
• Letter Setup.
• Workflow Templates.
• Application Builder.

Some controls may be visible only to account administrators or Cursor Control staff.

Recommended Admin Responsibilities

Account administrators should keep the following current:

• Agency identity and contact information.
• User access and offboarding.
• Module permissions.