Attik Settings
This collection covers various processes for making changes to settings within Attik so that your instance functions the way you want it to.
- Pay at Close - Guardian (FlexFund)
- User permissions referenceThis article lists every portal permission in Attik and what it controls: navigation, pages, dashboard widgets, settings menu items, and common in-app actions. Use it when assigning roles, troubleshooting “missing menu” reports, or auditing access.
- Required Info Fields (Custom Fields)This explains the theory and setup behind Required Info Fields and how you can use them in your org to reduce errors of missing information from your team.