User Settings

User Settings

      
  Case Amplify Knowledge Base

Title: Settings

Version: 2026-02-20

🔍 Overview

This article summarizes the features in the User Settings. User Settings encompasses both per-user preferences and organization-level configuration. Individual users can manage their profile, theme, and appointment settings, while administrators can configure organization-wide settings, roles, AI behavior, and payment configuration through a centralized admin hub.  This article summarizes features available for non Super Admin users.

🛠️ Features

Account Menu

·       
The Account Menu provides quick access to personal settings and session actions. It is accessible from the user avatar in the top-right corner of the application header.

·       
Theme Toggle: A switch to alternate between dark and light mode. The preference is stored in the browser's local storage and is not synced across devices.

·       
Switch Organization: Navigates to the organization selection page, allowing users who belong to multiple tenants to switch between them.

·       
Sign Out: Ends the current session and signs the user out.

·       
The menu also displays the user's avatar, full name, email, tenant name, and a "GUEST ADMIN" badge if the user is a guest administrator.

Settings: Settings


User Settings 

·       
Settings is accessed from the cog in the lower left hand corner of the horizontal navigation bar.

Item

Route

Permission

Description

Organization

/admin/tenant

ConfigurationAdmin or TenantAdmin

Edit organization details, features, and messaging configuration.

Domain

/admin/external-domain

Domain admin

Manage organizations under an external authentication provider.

Users & Roles

/admin/users

UserAdmin

Manage users, roles, and role assignments.

Appointment Scheduling

/admin/appointment-scheduling

BaseUser

Per-user appointment SMS message.

API Key

/admin/api-key

APIAdmin

View and generate API keys.

Logs & Exports Section


Item

Route

Permission

Description

Data Access Logs

/admin/data-access-logs

AuditLogAdmin

Logs of case data access.

Change Logs

/admin/audit

AuditLogAdmin

Audit logs of data changes.

Sign-in Logs

/admin/sign-in-logs

AuditLogAdmin

User sign-in history.

Data Exports

/my-exports

ExportAdmin or TenantAdmin

Data export requests.

 

Data Configuration


Item

Route

Permission

Description

Data Points

/admin/data-point-definitions

ConfigurationAdmin

Configure data point definitions.

Form Templates

/forms

ConfigurationAdmin

Create and manage fillable form templates.

Case Types & States

/admin/case-types

ConfigurationAdmin

Manage case type and case state definitions.

Document Schemas

/admin/schemas

ConfigurationAdmin

JSON schemas for AI document data extraction.

 

AI Configuration Section


 

Item

Route

Permission

Description

Case Priority

/admin/case-priorities

ConfigurationAdmin

Manage AI priority classification rules and reason definitions.

Summary Settings

/admin/summary

ConfigurationAdmin

Configure AI summary verbosity and sensitive data inclusion.

 

Payments Configuration


Item

Route

Permission

Description

Payment Rules

/admin/tenant-payment-configuration

Accounting or ConfigurationAdmin

Configure payment field visibility and requirements.

Assistance Types

/admin/assistance-types

Accounting or ReadAllData

Manage assistance type definitions.

Benefits Provider Types

/admin/benefits-provider-types

Accounting or ReadAllData

Manage benefits provider type definitions.

Payment Types

/admin/payment-types

Accounting or ReadAllData

Manage payment type definitions.

 

Tenant Admin Section


These items are only visible to users with the TenantAdmin role.

Item

Route

Description

All Organizations

/admin/tenant-list

Manage all tenants in the system.

External Domains

/admin/external-domain-list

Manage all external authentication domains.

Style Guide

/admin/style-guide

UI style reference.

Hangfire

/admin/hangfire

Background job processing dashboard.

Tenant Admin Tools

/admin/tenant-admin-tools

Seeders, configuration import/export.

 

📣 Feedback and Support


We’d love to hear from you!

If you have questions or feedback, reach out to support@caseamplify.com.

 


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