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Click on desired document to open it. Then, click on the cloud symbol in the top right corner of your screen to download, save, or print.
Overview
Document will provide information you can find on the Settings Tab.
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Benefits and Need to Know
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Benefits and Need to Know
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Benefits
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Each section of the Settings tab will clone over from your template unless otherwise noted in section notes below. Therefore you may need to make minor tweaks to some of the sections under the Settings tab.
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Need To Know
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Settings are site wide settings, which cannot be configured per group
Settings Tab Links
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Benefits and Need to Know
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General
Note: All but the Launch Date clone over from your template
Launch Date: Enter launch date or date you start building your site
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Enter Daily Payer Notification emails: (No Longer Used)
Turn on automated Travel-based email reminders for Expense: (No Longer Used):
Send registration emails: Allows for registration emails to be generated
Send system emails in HTML format: Allows for emails to be sent in HTML format
Allow User Delegation: By checking this box you allow users to add a delegate to their account to book travel for them and update their profile.
Allow Self Delegation: By checking this box you allow delegates to assign themselves to a users account, to book on their behalf and update their profile
Allow Address Book Access: Whether checked or uncheck the Address book will show in user profile
Allow Importing and Exporting Contacts: By checking this box you allow user to import and Export contacts to their address book within their profile
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Display customer-defined help link: Allows you to customize the Help link under the cog/circular symbol on the home page
Help Link URL: URL is provided by Deem. You will not want to change this URL as it links the travelers to the Deem Help documents.
Help Link Label: You can customize the label
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Display a hint to users on the sign-in page:
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Display a hint to users on the password reset page:
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Calendar Object Footer Text:
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Help Desk
Display a hint to users on the technical support method: Displays not only at the bottom of the sign in page, but also at the bottom of the website throughout the booking process
Hint Text: Scripting is supported
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Help Desk Contact Name:
Help Desk Contact Method: Displayed at the bottom of Deem emails, confirmation, cancellation ect.
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UI
Chrome Identifier:
Use custom CSS:
Custom CSS Directory:
Calendar Attachments
Calendar Attachment Display Names:
Display name for iCal:
Automatically Update the Calendar of Internal Invitees:
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Company Information
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No need to update
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Groupware Servers
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Reach out to Channel Sales Director for Statement of Work if client would like Calendar Integration enabled. This is a cost item.
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Email Settings
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Application URL for end user *: Enter site URL
Application URL for administrator *: Enter site URL
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Note: Both the end user and administration URL are the same, and can be found by going back to the homepage of the Partner Dashboard, and click on the Name link to the far right of the site name
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From email display: Enter the name would like to appear in the from box
From email address: Enter email address you would like to display in the from box
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Email Subject lines can be customized as well
Activation email subject:
Registration email subject:
Reminder email subject:
Password reset email subject:
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You can customize the message for various emails such as password reset, although you typically will not change from what you have in your template.
End User Activation E-Mail Definition (HTML) *:
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End User Registration E-Mail Definition (HTML) *:
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End User Reminder E-Mail Definition (HTML):
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SFTP Servers
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Open Deem Support Case to add or change SFTP Servers
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Open Enrollment
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Refer to Open Enrollment training doc for further information
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Mobile Settings
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You can customize a few options within the Deem Mobile App
Reauthorization Interval: Suggested time 90 mins
Helpdesk Email: Enter email of either agent team or online support team
Helpdesk 1 Phone: Enter phone number of either agent team or online support team
Helpdesk 1 Phone Label: Customize label
Helpdesk 2 Phone: Enter phone number of either agent team or online support tea
Helpdesk 2 Phone Label: Customize label
Helpdesk 3 Phone:
Helpdesk 3 Phone Label:
Helpdesk 4 Phone:
Helpdesk 4 Phone Label:
Calendar Sync
Use Superdomain Settings
Enable
Disable
Car Service Only Mode:
Use Superdomain Settings
Operator View
Corporate View
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Password Security
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Password Security can be customized per customer site
Minimum password length: Recommend 8 character minimum
Password expiration: Recommend 90 or 120 days
Password reuse history: Recommend 3
Maximum sign-in attempts: Recommend 3
User lockout time: Recommend 60 seconds
Additional Security Options
Prohibit the use of common words in passwords (checked against a dictionary)
Force passwords to contain at least one letter and one number
Activate "Remember Me" feature (user login pre-population)
Enable secret question and answer for password reset
List of Password security questions:
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Homepage Options
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Please see Home page Options training materials for further information
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Logo Upload
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Logo does not clone over from template site
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On this page:
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Overview
From the partner dashboard home page, select the Settings link for the site you want to modify. The options for modifying the site display with the Settings tab selected by default.
Options selected in the Settings tab affect the entire site and cannot be configured by group. When a site is created by cloning a template, many of the settings on this tab are copied from the template.
Setting tab options
The following links are available on the Settings page.
General Settings lets you manage the launch date (not cloned from a template), delegate settings, sign in page, footer messaging, help desk contact information, and calendar attachments. Some settings are cloned from the template.
Company Information is used to capture the company's address and primary contact information. These settings are cloned from the template.
Groupware Servers gives you the ability to integrate Deem with Outlook and Google Calendar. Contact the Channel Sales Director if the client would like Calendar Integration enabled, as it is a cost item.
Email Settings lets you specify an application URL for the end user and manage email templates. Some settings are cloned from the template but the application URLs must be entered.
FTP Servers allows you to set up an FTP account for bulk profile updates. This activity may require Deem assistance for initial implementation.
Open Enrollment lets clients allow self-onboarding of visitors/employees while still maintaining a secure site. Some open enrollment settings are not cloned. You must enable open enrollment for each client.
Mobile Settings lets you manage helpdesk contact information for users and calendar sync. These settings are cloned from the template.
Password Security lets you customize password security based on customer requirements. These settings are cloned from the template.
Company Message & Resource Links lets you manage the links that display under the megaphone on the home page. These settings are cloned from the template.
Logo Upload lets you customize the client site adding a logo. Logo does not clone from the template.
Privacy Policy Settings lets you manage your privacy policy for employees using the site. Information added or changed on this page requires consultation with Deem Implementation or Technical Support Manager.
Profile Field Settings lets you manage access for each profile setting (display, hide, or view only profiles).
Web Services lets you to configure how user profile data is pulled into the system and synchronized with other profile management systems.
Single Sign On lets you configure single sign on capabilities using industry open standards.
Cvent Meeting Settings lets you enable meeting integration. Cvent is a premium service and fees apply.
Benefits and Need to Know | |
Privacy Policy Settings | Privacy Policy Reference
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Profile Field Settings |
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Web Services | Web Services will typically be used to pull profiles into a third parting profile tool, to sync a group of users or all users. There are other services that can be configured as well.
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Single Sign On |
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Meeting Settings |
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Cvent Meeting Settings | Please contact your Channel Sales Director for setup instructions. This may be a cost item |