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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The CE Settings screen provides module-level configuration for the Community Engagement core and is accessible at /ce/settings.

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Overview

The CE Settings screen loads the current module settings via useCEModuleSettings. The primary card, titled “Module Configuration,” contains a CESettingsForm described as customizing lead management, contact handling, and engagement settings. A separate CrisisOnCallSettingsCard is rendered below. Users can launch a guided tour of the settings page via a Help button (tour ID ce-settings-tour). Settings are persisted via an upsert operation on form submission.

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Who it’s for

Required permission: ce.admin (route-level gate).

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Before you start

  • You need the ce.admin permission.
  • CE module settings must be loadable; a loading skeleton is shown during fetch and an error state is shown on failure.

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Steps

1

Open CE Settings

Navigate to /ce/settings from the Community Engagement navigation.
2

Configure module settings

Adjust fields in the Module Configuration card (lead management, contact handling, and engagement settings) and click Save.
3

Configure crisis on-call settings

Scroll to the Crisis On-Call Settings card and update on-call configuration as needed.
4

Take the guided tour (optional)

Click the Help button to start the ce-settings-tour guided tour of the settings page.

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Key concepts

  • Module settings — stored via useCEModuleSettings upsert; changes apply organization-wide.
  • Crisis on-call — managed via CrisisOnCallSettingsCard; SME: confirm escalation tiers and contact configuration.
  • Guided tour — triggered via ?tour=ce-settings-tour URL parameter or the Help button.

Community Engagement

Community Engagement core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/CESettingsPage.tsx