The Settings screen in Dcisive allows administrators to configure key aspects of the platform, from business details to user access and storage integrations. The screen is organized into four main tabs: General, Users, Roles and Storage.
General Tab
The General tab is where you define your organization’s core settings. This includes both business details and region settings:
Business Details
You can set or update the following:
Business Name: The name of your organization as it will appear across the platform.
Support Phone Number: A contact number users can call for support-related inquiries.
Support Email Address: The designated support email for user assistance.
Region Details
The following regional settings help tailor Dcisive to your location:
Timezone: Used to properly display data per the tenant locale.
Language: Sets the default language for the interface, used to display dates, numbers and currency in a localised format)
Hosting Region: Indicates where the tenant is hosted (e.g., Australia, Europe, North America)
These settings are typically configured during onboarding but can be updated by administrators as needed.
Users Tab
The Users tab allows administrators to:
Add users
Control login access
Assign access to specific Data Collections
View each user’s most recent login date
For a full guide on managing users, refer to the Managing Users in Dcisive help article.
Roles Tab
The Roles tab allows administrators to:
Define a list of roles relevant to the organisation
Define the file tag conditions that apply to the role
Define the users assigned to the role
For a full guide on managing users, refer to the Managing Roles in Dcisive help article.
Storage Tab
The Storage tab allows administrators to manage how and where files are stored within Dcisive:
Manage Storage Locations: View and configure the storage platforms connected to your Dcisive environment. This includes options such as Microsoft SharePoint, Amazon S3, Google Drive, and others depending on your organization’s setup.
Configure Archive Rules (coming soon): Set up automated rules to transfer files from one storage location to another based on criteria such as age, activity, or classification. This ensures that files are moved to the most cost-effective or compliant location over time.