ScoreTrek

System Settings

INTERACTIVE DEMO Sample data only. Nothing entered here is saved or connected to a live CRM.

Developer prototype v2.0.0

ADMINISTRATION

System settings

Define sample organization-wide workflow, portal, notification, and security behavior.

General settings

Organization defaults.

Default time zoneDate formatDefault currencyBusiness week starts

Workflow rules

Sample automation decisions.

Require specialist approval before lettersRecommended for every dispute roundAuto-create response review taskWhen a bureau response is receivedPause case when documents expireNotify assigned specialist

Portal experience

Client and affiliate display settings.

Show score progressClient portalShow dispute detailUse client-friendly descriptionsShow affiliate commission estimatesAffiliate portal

Notifications

Organization defaults by event.

Bureau response receivedEmail + in-app

Document requestedEmail + portal

Payment failedEmail + task

Affiliate convertedPortal only

Security

Staff and portal protections.

Require two-step verification for staffAll rolesLock after failed sign-in attempts5 attempts within 15 minutesExpire idle staff sessionsAfter 30 minutes

Data retention

Policy placeholders requiring legal and compliance review.

Inactive client recordsAudit eventsMessage historyDeleted file recovery

These values must be approved by qualified legal, compliance, and security advisors before production.