Add and manage users
- Reset passwords for users as an admin
- Create a new user
- Profiles
- Notify a user / worker that they are set up in Lumary DC
- Help users register MFA verification methods
- Permission set groups
Change a record layout
Lumary DC settings
- Allow SD records to be created before client approval
- Allow the transfer of extracted SD records
- Avoid issues with Salesforce configuration and settings
- Control attempts to start multiple sessions in the mobile experience
- Create a case note template
- Create a process template
Rates, services and sites
- Create a site
- Link a service to a site
- Add accommodation services to a site
- Mark sites as inactive
- Decommission a bed at a site
- Add a new service