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Import Data
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Device Type
Serial Numbers — one per line or scan sequentially
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Shared Fields (applied to all)
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Drop CSV or JSON here
or click to browse · Camera schedules, switch lists, door schedules, any device list
Change Requests
Users & Access
👤 Users
⏳ Pending Approval 0
👥 User Groups
◈ SSO Group Mappings
🔑 SSO Providers
🔎 Access Preview
📬 Access Requests
Audit Log
ALL EVENTS
Support Access
CURTANA STAFF ACCESS GRANTS · ACTIVE / EXPIRED / REVOKED
Approvals Center
PENDING SIGNOFFS · CUSTOMER, PM, INSPECTION, TURNOVER, DOCUMENTS
Service Analytics
SERVICE HEALTH, REPEAT FAILURES, SLA PRESSURE, AND OPEN TICKET AGE
Recurring PM Engine
SCHEDULED MAINTENANCE, ASSIGNMENT, DISPATCH, INSPECTIONS, APPROVALS
Warranties & Licenses
⚠ Expiring Soon
🔧 Warranties
🔑 Licenses
🏛 AHJ / Permits
🔔 Notifications
Platform Settings
SUPER ADMIN
General
Email & Tickets
API Keys
Device Types
Disciplines
Notifications
Security
Billing
Organization
Organization name and default timezone for all sites
Tenant timezone applies to all sites that don't specify their own. Use IANA identifiers only.
Inventory Control Numbers (ICN)
Pattern used when auto-tagging devices. Must include {SEQ} for uniqueness.
Tokens:
{SEQ:N} auto-incrementing number (N = digits)
{TYPE} section prefix (CAM, SW, ACB…)
{SITE} site abbreviation
{YEAR} 4-digit year
{YY} 2-digit year
Preview:
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Branding & Logo
Logos and organization name used in inspection worksheets, reports, and PDF exports
🔑 Authentication & SSO
Provider configuration, group mappings, and 2FA policy have moved
Configure Microsoft Entra, Google OAuth, Cisco Duo, per-org SSO tenants, Entra group → role mappings, and password/2FA policy in the Users section under the SSO Providers and Group Mappings tabs.
Session & Security
Applies to all authentication methods
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Session idle timeout is enforced by the server: a session with no user activity for this long is signed out on its next request. Background refreshes and live updates do not count as activity, and each device is tracked separately. Contact Curtana to change it. Credential reveal window controls how long re-authentication lasts when viewing passwords.
Platform Behavior
Global switches — apply to all users regardless of role
Tasks module enabled
Service tickets module enabled
PMs module enabled
IPAM module enabled
Allow customer admins to create organizations
Allow customer admins to create sites / branches
Allow customer users to create tickets
Allow customer admins to create requests
Access requests & join links enabled
Change request notifications enabled
Email, webhook, and ntfy routing is configured under Settings → Notifications.
Camera aimed / accepted status tracking
Require approval note on change requests
Require reject reason on change requests
Allow customer users to attach photos to requests
Auto-archive sites inactive for 12+ months
Customer Portal Defaults
Baseline visibility for customer users. Sites and orgs can override these per account.
Documentation
Tickets
Passwords
Inspection reports
Photos
Export packages
Branch health
Project / Customer Labels
Control the reusable lifecycle and market choices shown on sites, orgs, branches, and dashboards.
👤 Role-based Permissions
Inline editing, credential access, and site visibility are controlled per user/role
Inline editingAdmin · Project Manager · Technician — always on for these roles
Credential accessPer-user toggle — set in Edit User
Site visibilityAdmin sees all · PM / Tech see assigned sites only
User managementAdmin+ only · PMs can invite customer users
🛡
Site Documentation
Read-only · Use "Request Change" to submit edits
My Change Requests
SUBMIT & TRACK
Email Activity
TENANT · DELIVERY MONITORING
Tenant Email Settings
TENANT · CONFIGURATION & INTEGRATIONS