Documentation

    {{docApp.userSession.userId}}
    {{docApp.userSession.userName}}
    {{docApp.userSession.email}}
    Issuer : {{docApp.userSession.issuerInstance}}
    Expires : {{new Date(docApp.userSession.validUntil).toLocaleDateString()}}

{{docApp.title}}

{{docApp.description}}

Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

The catalog did not load. Refresh the page to try again.

Loading…

How can we help?

{{docApp.searchError}}

Searching in {{docApp.searchFilterBySpecificBookTitle}}

 {{docApp.currentResultsSearchText}}  in {{docApp.searchFilterBySpecificBookTitle}}
Found {{docApp.searchResponse.totalResultsAvailable}} matches. Showing the top {{docApp.searchResponse.results ? docApp.searchResponse.results.length : 0}}. Use a more specific search to further narrow down the results.
No documentation pages match this search, so all content types are shown. Most matches are in {{docApp.searchDocTypeRescue.best.name}}.
There is no book with the ID "{{docApp.searchBookRescue.bid}}", so the book filter from this link was ignored and results from all books are shown.

You have an odd number of " characters in your search terms - each one needs closing with a matching " character!

  • {{resultItem.title}} {{resultItem.matchedBy === 'semantic' ? 'semantic' : (resultItem.matchedBy === 'both' ? 'keyword + semantic' : 'keyword')}}

    {{resultItem.url}}

{{docApp.libraryHomeViewProduct.title || docApp.libraryHomeViewProduct.id}}

{{docApp.libraryHomeViewProduct.description}}

  1. {{book.title}}

Using Configuration

Hornbill Configuration gives you access to all the configuration settings for Hornbill. Configure your organizational structure including departments, teams, and the users who will be using Hornbill. Set up email, languages, view your subscriptions, install apps, and much more. The different areas within Configuration are sensitive to your rights and each user will only see the options to which they have been granted access.

Topics covered

  • How to access Configuration.
  • How to search.
  • Browsing Configuration.

Before you begin

To access Configuration one of the following is required

  • Log in as the Admin User.
  • Log in as a user that has the Admin Role.
  • Log in as a user that has a role that contains a system right to Manage one or more of the areas within Configuration. These users will only see the areas in Configuration where they have been provided the system right.

Accessing Configuration

Access Configuration by selecting the cog icon displayed at the bottom of the left-hand icon bar. Alternatively, use [Ctrl + Shift + S] on your keyboard.

Searching Configuration

The search bar presents results as you type. Search results only include items based on the rights and roles of the user performing the search.

search

Using Search from the keyboard

Access the Configuration Search from anywhere within Hornbill using the keyboard shortcut Ctrl+Shift+S. After you have entered search mode start typing and the most relevant search results will be returned as you type. Once you are presented with one or more search results. Use the Up/Down arrow keys to highlight the search result of interest and press to navigate to that item.

Example search:

  1. On your keyboard use the key combination Ctrl+Shift+s.
  2. In the search box type user.
  3. View the contents in the results list.
  4. Click on Manage Users.

Search Help

Click on the Search Help to show a list of additional search options. This includes prefixes that can be added to your search text in order to get more focused results.

Browse

The dropdown menu in Configuration allows you to select the different areas that can be configured. When first opening Configuration, the view will default to My Personal Settings where a user can update and modify their profile. Other available options include Platform Configuration, Hornbill Solution Center, and a list of the installed applications. The availability of these items is determined by the rights and roles of the current user.

Browsing Configuration

Tip

This list includes access to the configuration for each installed app. The visibility of the apps in this list is controlled by application roles. For more information, please refer to the relevant configuration guide for each app.

After an option is selected, the navigation panel can then be used to access individual configuration options and settings.

Navigating Configuration

  • Version {{docApp.book.version}}
  • Node {{docApp.node}} / {{docApp.build}}
In This Document