Settings Overview

The Settings panel is the central hub for configuring AccessPoint. All system configuration is organized into logical groups, each containing related settings screens.

Settings Groups

Getting Started

Initial configuration tasks for new installations:

• Setup — Connect to the AccessPoint API and configure notification settings
• Configuration Packs — Import jurisdiction-specific configuration bundles
• System Languages — Enable languages and set the default system language
• Dashboard Display — Customize which columns and cards appear on the dashboard

Users and Access

• Manage Users — Add users from Entra ID and assign roles

Request Intake

Settings that control how new requests are created and categorized:

• Request Types — Define request categories with deadlines and processing rules
• Numbering Schemes — Configure automatic request number generation
• Requester Categories — Classify requestors for reporting
• Requester Languages — Record requestor language preferences
• Relationship Types — Define relationships between requestors and subjects
• Information Categories — Classify the type of information requested

Request Lifecycle

Settings that govern how requests are processed through to completion:

• Extension Reasons — Reasons for extending or pausing deadlines
• Closure Reasons — Reasons a request can be closed
• Response Methods — How responses are delivered to requestors

Collaboration

Settings for communication and consultation workflows:

• Communication Methods — Methods for logging requestor communications
• Consultation Types — Types of consultations during request processing
• Notification Templates — Email and in-app notification content

Reports

• Reporting Brackets — Manage time bracket groups used in the Disposition and Compliance reports

Operations

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

Documents and Review

Settings for document management and review workflows:

• Submission Sources — Where documents originate
• Document Types — Document classification categories
• Relevance Options — Responsiveness classifications for review
• Legal Authorities — Legal framework references for exemptions
• Exemptions — Exemption and exclusion provisions for redaction
• Attestation Templates — Formal certification text for custodian attestations

Navigating Settings

To access the Settings panel, click the Settings icon in the left navigation sidebar. You must have the Administrator role to view and modify settings.

Each settings screen follows a consistent pattern: a list of existing items with options to add, edit, or remove entries. Changes take effect immediately after saving.