Support and administration overview
Overview
Support and administration articles cover the areas that keep an organization running: support, messages, comments, Activity history, billing, retention, and account-level administration. These topics are not one workflow, but they affect how users get help, how changes are reviewed, how notifications are delivered, and how subscription or retention questions are handled.
Use this section when you need to contact FTE Tree, understand notifications, review Activity history, manage billing visibility, or explain how data and account deletion requests are handled.
Access needed
| Activity | Access needed |
|---|---|
| Manage your own profile and notifications | Available from your account settings |
| Manage organization messages, Activity history exports, billing, or support access | Send messages, Broadcast messages, Export audit evidence, Manage billing, Manage support access, or View audit events |
| Access setup | See Permissions and roles. |
Most users only need their own profile, messages, comments, and record-level Activity history. Organization administrators may also manage billing, support access, history exports, notification defaults, and retention questions.
Where to start
- Support and contacting FTE Tree: Learn when to use Support in your organization workspace, when to use the public contact form, and what information helps resolve a request.
- Activity history: Review Activity history, note settings, approval notes, import history, file attachment safety checks, and available exports.
- Collaboration, messages, and notifications: Understand organization messages, comments, mentions, comment email, digests, privacy protections, and notification preferences.
- Billing and subscriptions: Review subscription capacity, billing visibility, billing contact information, payment method updates, plan changes, invoices, and cancellation.
- Data retention and account deletion: Understand retention windows, deletion requests, audit history retention, and what may remain for legal, billing, or security reasons.
Start with the article that matches the user action. For example, a missed approval email belongs in messages and notifications, while a record-change question belongs in Activity history or the related position, employee, department, or approval article.
How these topics connect
Many support and administration workflows rely on the same access rules used elsewhere in FTE Tree. Activity history shows what changed and who changed it. Notifications help users act on messages, approval work, comments, and missed activity. Billing controls whether the organization has access to paid capacity. Retention rules explain how long different records are kept.
Comments, approval notes, action notes, and support messages each serve a different purpose:
- Comments are for discussion on a record.
- Approval notes explain an approval decision.
- Action notes explain an action being saved.
- Support messages help resolve a question with FTE Tree.
Choosing the right place keeps later review clearer.
Administration checklist
Use this checklist during rollout and periodic review:
- Confirm organization owner and administrator assignments.
- Review user roles, department scopes, MFA, SSO, and active sessions.
- Confirm notification defaults and comment email preferences.
- Review support access approvals and avoid leaving temporary support access open longer than needed.
- Confirm billing plan, usage, billing contacts, and payment access.
- Review Activity history and available exports for high-risk changes.
- Confirm retention expectations before subscription cancellation, account deletion, or legal hold discussions.
When to involve FTE Tree
Contact FTE Tree when you need help with billing portal access, subscription changes, account recovery that your administrators cannot complete, organization owner changes, data deletion requests, support access questions, or behavior that does not match the documentation.
Include the organization name, affected record type, request number or position number when available, approximate date and time, and screenshots only when they do not expose unnecessary sensitive information.
Common questions this section answers
- Where should a user ask for help?
- Which notifications can users control themselves?
- What is visible in Activity history?
- Who can view billing information or manage subscription changes?
- How long are Activity history, security, notification, and account records retained?