The Settings screen enables administrators to maintain and configure the ERM application to match their organization's needs. It provides a single location for managing who can access application resources, defining the document types in use, and adjusting application-level display and search settings. Administrators can access three configurable categories: Role and Permissions, Document Types, and Configuration.
Navigating to Settings
Log in to VisualVault and navigate to the ERM application to access the Settings screen.
Log in to your VisualVault account.
Navigate to the ERM application.
Click Settings in the left navigation panel.
When you arrive, the Settings screen displays three configuration cards: Role and Permissions, Document Types, and Configuration.
🔍 Troubleshooting Note: If Settings does not appear in the left navigation panel, your account has not been assigned the Administrator role. Contact your administrator to request access.
Frequently Asked Questions
Find answers to common questions about the application.
What should I do if I have a problem with ERM?
If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please submit a ticket in our Support Portal.