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Regulaxy

Settings map

The settings area: seven categories, what each screen decides, and which permission opens it.

Settings is a separate area. Entering it replaces the ordinary sidebar with a dedicated settings menu — "Back to the app" at the top, and below it every screen grouped into seven categories.

Two ways to reach a screen

The landing page shows one card per screen, grouped by category, with a search box at the top; Enter opens the first result.

The settings menu stays on screen while you work. It has its own search, and it also reaches sub-pages — which the landing page does not, because a sub-page has no card of its own.

Both searches understand English terms (SMTP, session, LDAP) as well as Hebrew spelled without vowel letters, so a shortened spelling still finds the screen.

Who sees what

A screen you do not hold the permission for simply does not appear — not as a card, not as a menu row. A category whose screens are all hidden disappears with them, so a content administrator does not look at seven categories with nothing in six of them.

The Personal category is the exception: it is open to every signed-in user, because everything it stores belongs to that user.

The screens

CategoryScreenWhat it decidesPermission
PersonalPersonal preferencesLanguage, theme and displayEvery signed-in user
General and appearanceGeneral settingsSystem title, default calendar view, items per page, scheduling cadence and external linkssettings.system
General and appearanceSidebarItem order, names, groups and hidingEvery user (their own) · settings.nav (the default)
General and appearancePage descriptionsThe sentence behind each page's hint bulbsettings.system
General and appearanceCustom fieldsThe fields on servers, systems, equipment and databasessettings.fields
Scheduling and eventsUpdate types and templatesColor, server requirement, message template and contactssettings.types
Scheduling and eventsChecklist formsThe form operators fill in on an eventsettings.checklists
Scheduling and eventsTask templatesRecurring tasks, for the wizard and the event editortasks.manage
Scheduling and eventsConfiguration freezePeriods in which no change may be scheduledsettings.freeze
Scheduling and eventsSystem memoryThe contacts and notes kept per systemmemory.manage
Scheduling and eventsSystem manager emailThe "send to the system manager" template and its table columnssettings.mail
Scheduling and eventsSuggestion weightsHow much each term contributes to the score on the suggestions pagesettings.system
Activity planningWorkflowsWhich flows appear on the activity board, and their field mappingThe workflows permission
Activity planningMemory scenariosThe questions an operator answers when work on one system caused a fault in anothersettings.scenarios
Users and permissionsAccess managementWho may sign in and who gets administrator rightssettings.access
Users and permissionsRoles and permissionsCustom roles, the permissions in each, and who holds themroles.view
Users and permissionsChange logWho changed what, when, from which value to whichaudit.view
Users and permissionsSecurity and sign-inSession length and lockout after failed attemptssettings.system
Users and permissionsAccess tokensTokens for scripts and automated systemstokens.create
Connections and deliveryIntegrations and connectionsThe source-system catalog, configured connections and data sourcessettings.integrations
Connections and deliveryMessage channelsWhich provider messages go out through, and what the request to it looks likesettings.integrations
Connections and deliveryEnterprise identity (SSO)The connection to the corporate identity providersettings.sso
Connections and deliveryAlert rules and deliveryWhich alerts are raised, where they are delivered and what is actually sentalerts.manage
Connections and deliveryScheduled reportsWhich reports are mailed, to whom, in which format and whenreports.manage
Connections and deliveryRecipient groupsStanding distribution lists, with a to/cc role per recipientrecipients.manage
Connections and deliveryAcknowledgment reason wordingThe words in the alert acknowledgment dialogsettings.system
Connections and deliveryAlert thresholdsThe vulnerability severity at which the bell raises an alertsettings.system
System and advancedEnvironment configuration (env.)The settings fixed at deployment, and the connection status boardsettings.system
System and advancedCapacity managementCapacity, redundancy and overhead thresholds — each with its sourcesettings.system
System and advancedSimulation and dev toolsTest a ticket, a mail and a messagesettings.simulate
System and advancedAPI documentationThe system's OpenAPI document, with in-browser call testingdocs.api

Three screens — Integrations and connections, Alert rules and delivery, and Scheduled reports — carry sub-pages. They open as indented menu rows while the screen is active, and get no separate card on the landing page.

The permission that does not look like the right one

Six screens require settings.system even though their subject is something else entirely: suggestion weights, alert thresholds, acknowledgment reason wording, capacity management, security and sign-in, and page descriptions.

There is one reason. Each of them writes a single value into the same system-settings group, and on the server that write is always behind that one permission. Filing a screen under a narrower permission — alert-rule management for the alert thresholds, say — would open it for whoever holds that one, and then fail on save. The rule here is to keep the permission the server actually enforces, and file the screen wherever it reads best.

Addresses from the previous layout, when settings were tabs on a single screen, still land on the right screen. An old bookmark or a link quoted in a support ticket does not break.

Updated

This page is the file content/docs/en/v1/admin/settings-tour.mdx