Top Menu >> Setup >> Process settings


Process settings will allow you to setup List, Import, Action and Unit settings for processes. 


Click Process settings. 





  • List: Use this option to hide processes that are not part of a process group. 
  • Import: Determine here if you want agencies, customer, accounts or participants added when data is imported.  
  • Actions: Security setting for actions and editing of actions. 
  • Units: Select units.