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Oomnitza Documentation
Configuration
Configuration
Configure your Oomnitza instance, update security settings, and manage global settings.
Creating surveys
Creating surveys
Configuring roles
Creating and editing roles
Granting role permissions
Assigning roles
Assigning a single role to multiple users
Assigning saved searches to roles
Configuring navigation preferences
Configuring global settings
Adding global settings
Global system settings
Global password security settings
Global email settings
Global security settings
Global attachment settings
Creating searches
Creating searches
Configuring objects
Reviewing objects, custom objects, and workflows
Adding custom visibility rules
Credentials and API tokens
Managing Oomnitza API tokens
Adding credentials to the Oomnitza vault
Configuring the data model
Adding regular fields to records
Using object information to add fields to records
Using the data model view
Adding and editing system object and custom object fields
Configuring instance and object preferences
Configuring the look and feel of your Oomnitza instance
Configuring the object views of records
Configuring list view preferences
Linking records to external websites
Using conditional formatting to identify key information
Tutorial: Using relational fields to show or hide fields
Importing and exporting records
Import manager
Importing records
Exporting records
Export record limit exceeded
Data retention
Retention periods for data
Vendor logins
Using the Vendor Logins page