| Field |
Company Type |
Specifies the type of company and is set to "Client" by default. The companies that should be used for performing tasks in Eagle on behalf of its clients should be set to "Service Agency". If a company is both a provider and a recipient of administrational services, the company should be set to "Service Agency & Client". If Eagle should be used only for the current company, set it to "Single Company". |
| Field |
Profile ID |
Specifies the profile to use in all client companies when opened from Eagle. It is possible to override this setting by specifying which profile to use on the Environments, My Environments and Settings for My Companies pages. |
| Field |
Regional Settings Code |
Specifies the code of the regional settings that will be used when enqueueing functions. This code can also be specified on the following pages: Environments - Eagle, Environment Groups, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies. |
| Field |
Queue Result Settings Code |
Specifies the code of the queue result settings that will be used when exporting the results of a function to a file. This code can also be specified on the following pages: Environments - Eagle, Environment Groups, Settings for My Companies, Function Groups and Function Setup. The most specific setting applies. |
| Field |
Keep Eagle Output Queue Data |
Specifies whether to keep the data in the Eagle Output Queue table in the Client Company. If this is not enabled, the data in the Eagle Output Queue table is deleted when the function is completed. |
| Field |
Manual Reload Role Center KPIs |
Specifies whether the user needs to manually reload the KPIs on the role center. If this is enabled, the user must use the Reload KPIs action to reload the KPIs. If this is not set, the KPIs are reloaded automatically when the role center is opened and refreshed. |
| Field |
Queue Entry Data Retention |
Specifies for how long the data in the Queue Entry table is kept. This is usually a shorter time than the Queue Entry Retention. |
| Field |
Queue Entry Retention |
Specifies for how long the records in the Queue Entry table is kept. This is usually a longer time than the Queue Entry Data Retention. |
| Field |
Use custom Azure App Registration |
Specifies whether to use the Azure App registration provided by SmartApps or not. Enable this to enter your own Client Id and Client Secret. Upon deactivation, the specified data is deleted. |
| Field |
Client Id |
Specifies the application (client) id from the App Registration in Azure Active Directory. This is used for authentication of the user when communicating with the client company. Disable the Use custom Azure App Registration toggle to use the Azure App registration provided by SmartApps. |
| Field |
Client Secret |
Specifies the application (client) secret from the App Registration in Azure Active Directory, known only to your application and the authorization server. This is used for authentication of the user when communicating with the client company. Disable the Use custom Azure App Registration toggle to use the Azure App registration provided by SmartApps. |
| Field |
Use custom Azure OpenAI endpoint |
Specifies whether to use the Azure OpenAI endpoint provided by SmartApps or not. Enable this to enter your own Azure OpenAI endpoint, deployment name and secret. Upon deactivation, the specified data is deleted. |
| Field |
Azure OpenAI Endpoint |
Specifies the endpoint of the Azure OpenAI service. This is used for the Copilot feature in Eagle. Disable the Use custom Azure OpenAI endpoint toggle to use the Azure OpenAI endpoint provided by SmartApps. |
| Field |
Azure OpenAI Deployment Name |
Specifies the deployment name of the Azure OpenAI service. This is used for the Copilot feature in Eagle. Disable the Use custom Azure OpenAI endpoint toggle to use the Azure OpenAI endpoint provided by SmartApps. |
| Field |
Azure OpenAI API Key |
Specifies the API Key of the Azure OpenAI service. This is used for the Copilot feature in Eagle. Disable the Use custom Azure OpenAI endpoint toggle to use the Azure OpenAI endpoint provided by SmartApps. |
| Action |
Environments |
View or edit the environments. View the FactBox on the Environments page for general information and open the Environment Card to see all client companies. |
| Action |
Function Setup |
View or edit the settings for which reports, actions and pages that can be opened and enqueued (ordered) and with which filters. |
| Action |
Queue Result Settings |
View or edit the settings for how the results of Queue Entries and Queue Entry batches should be handled. |
| Action |
Eagle KPIs Setup |
View, edit or create user-defined KPIs. The benefits of the key performance indicators are many, and they can be used to provide answers to what and when something needs to be done and provide an overview of what has been done. They can also be set up to provide support and feedback when a task is performed. |
| Action |
Promoted KPIs |
View or edit which Predefined and User-defined KPIs to display as promoted in the role center. The Promoted KPIs have a different layout and are displayed above the other data cues on the role center. |
| Action |
Date Formulas |
View or edit the date formulas used in Date Filters when filtering on specific dates. A Date Formula specifies how to calculate a date relative to the current day or work date. |
| Action |
Date Ranges |
View or edit the date ranges used in Date Filters when filtering by date range. A Date Range consists of one or two Date Formulas that specifies how the starting date and the ending date should be calculated in a date range. |
| Action |
Combined Date Filters |
View or edit the combined date filters used in Date Filters. A Combined Date Filter consists of one or more Date Ranges and/or Date Formulas. |
| Action |
Eagle User Setup |
View or edit the user settings in Eagle. |
| Action |
Eagle Cue Setup |
Specify the role centers and activities that the Eagle user-defined KPIs should be displayed in as data cues. |
| Action |
Functions & KPIs Guide |
Create new functions and KPIs. |