Edit the Default Notification Settings
The Settings tab enables the Global Hold manager to set the notification schedule according to their company procedures.
From the menu on the left, select Admin Center > Subscription > Settings.
From the Default Hold Message Settings window, select Edit.
Change the Schedule Settings to your needs.
Click Save.
Edit Approval Workflow Setting
The Approval Workflow setting provides a structured review and approval process before a hold is issued or reissued. Approval Workflow settings are configured by a System Administrator from Admin Center > Subscription > Settings and apply at the subscription level, affecting every tenant within the subscription. Each approval is recorded to provide a clear audit trail of what was approved, by whom, and when.
The Approval Workflow involves the following roles:
System Administrator – Configures the Approval Workflow Settings.
Matter Manager – Prepares holds and submits them for approval. Matter Managers cannot approve holds.
Global Hold Manager – Prepares and submits holds for approval and can also approve holds submitted by other users. Global Hold Managers cannot approve their own requests.
Click Edit.
In the Approval Workflow Settings modal, configure how holds can be issued.
When Require approval before issuing hold notices is turned off, select one of the following:
Direct issue only – Holds are issued directly without an approval step. Users are not given the option to request approval during the issuing process.
Approval optional – Users can choose whether to issue a hold directly or request approval from an eligible approver.
Turn on Require approval before issuing hold notices to make approval mandatory. Users must request and receive approval before a hold can be issued. When approval is required, choose how approvers are selected:
Choose any approver – Approval requests can be sent to any eligible approver in the subscription.
An eligible approver must be an active application user with the Approve Hold permission and the Global Hold Manager role. The approver must also be someone other than the requester. If no eligible approver exists in the subscription, the approval request cannot be submitted and the requester is prompted to contact an administrator.
Choose from approved list – Approval requests can only be sent to a predefined list of approvers configured by the System Administrator. Use this option when approval requests need to be routed to specific individuals.
When this is selected, an additional step appears where you can define the approved list. Select at least two approvers, then click Save. Approvers are added after clicking the + Add Approver button.
Edit Email Integration
As an Administrator you can use the option to select which email integration is allowed to be used by the users.
From the Allowed Email Integrations window, select Edit.
Check the box of the Email Integrations you wish to use. If one than more integration is selected, click down arrow to set your Default Email Integration.
Click Save.