Configure global defaults

Administrators can set default rules that shape how eimmigration works for everyone in your firm. From time zones to numbering formats and password rules, these settings ensure consistency across all users.

When to complete this task

Set your global defaults during initial setup. Revisit if your firm’s policies or workflows change.

Basic steps

• Go to Admin Tools → Application Settings
• Configure default country, time zone, numbering formats
• Adjust form and security settings
• Adjust case/client default settings
• Changes need to be saved (Top Left Corner of General Settings)

Step-by-step instructions

Step 1: Navigate to Your eimmigration Portal URL

Step 2: Click Administrative Tools in Top Right corner

• Hover over Cog icon in top right corner
• Click Administrative Tools

Step 3: Click Application Settings At the Bottom Left of Administrative Tools

Step 4: Under General Settings

• Set Time Zone
• Date Format Preferences
• Reminder Notifications

Step 5: Under Form Settings

• Choose whether to enable Auto Reduce Font
• Form Always Override
• Choose to only populate custom data on a form when the fields are blank

Step 6: Under Security Settings

• Enable/Disable strong password policy
• Require password change on first login
• Set max number of login attempts 
• Number of days before a password expires

Step 7:  Under Case Settings

• Generating Case #s
  • Disable/Enable auto-generating case #s
  • Set the next autogenerated case #
  • Set the case numbering format to match your own internal operational workflows
• Select Case Status Notifications 
• Enable/disable case status change reasons edit-ability 
  
  • Also can enable making it mandatory
• Choose whether your caseworkers are automatically linked to the main party of the case 
• Enable whether the next process is automatically started
• Make case comment types mandatory
• Hide case process steps in the client portal 
   

Step 8: Under Client Settings

• Set Case Default Birth Country
• Configure
  • Auto generation of client numbers as well as the next autogenerated client number
  • Client number formatting to match your current workflows/internal client system

• Select the default new client status
  • Prospect
  • Active
  • Archived 

• Formatting, SMS, Default Comment Type
  • Enforce formatting of
    • Phone Numbers
    • First, Middle, Last names
    • SSN
  • Force SMS messaging is enabled by default
  • Make a comment type mandatory

Step 8: Click Save Before Exiting (Top Left of Settings)

Video Walkthrough

Helpful hints

Changes apply only to new records.