Administrator Guide

This guide covers AccessPoint configuration and ongoing administration. Use the links below to navigate to specific topics.

Who Is This Guide For?

• IT Administrators responsible for deploying and maintaining AccessPoint
• SharePoint and Azure Administrators who manage the Microsoft 365 and Azure environment
• System Owners who configure business rules and operational settings

Getting Started

• Deployment Guide — Deploy AccessPoint to your Azure and Microsoft 365 environment
• Settings Overview — Understand the Settings panel and available configuration options
• Initial Setup — Complete first-time setup after deployment
• Configuration Packs — Import jurisdiction-specific configuration packs
• System Languages — Configure system language and localization settings
• Dashboard Display — Customize the dashboard layout and display options

Users and Access

• Manage Users — Add, edit, and manage user accounts and role assignments

Request Intake

• Request Types — Define and configure the types of requests your organization handles
• Numbering Configuration — Set up automatic request numbering formats and sequences
• Requestor Categories — Categorize requestors for reporting and workflow purposes
• Requestor Languages — Configure available languages for requestor communication
• Relationships — Define relationship types between requests
• Information Categories — Manage categories for classifying requested information

Request Lifecycle

• Extension Reasons — Configure reasons available when extending request deadlines
• Closure Reasons — Define reasons for closing requests
• Response Methods — Set up methods used to deliver responses to requestors

Collaboration

• Communication Methods — Configure how staff communicate with requestors
• Consultation Types — Define types of consultations used during request processing
• Notification Templates — Create and manage email and Teams notification templates

Reports

• Reporting Brackets — Manage time bracket groups for Disposition and Compliance reports

Operations

• Disaster Recovery — Backup, recovery, rollback procedures, health monitoring, and scaling

Documents and Review

• Submission Sources — Define sources from which document submissions originate
• Document Types — Configure document type classifications
• Relevance Options — Set up relevance categories for document review
• Legal Authorities — Manage the legal authorities under which requests are processed
• Exemptions — Configure exemption and exclusion codes for document redaction
• Attestation Templates — Create templates for attestation declarations