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Posted August 18, 2026

Record List - Home

The Home portal contains the following record lists, which are shared by every module. See Record List for how the lists work.

Path	Roles	Article
Home > AI Prompts	Full or Read role of any module
Home > Action Setup > Actions	Actions Full
Home > Filtering > Filters	Full or Read role of any module
Home > Filtering > Filter Groups	Full or Read role of any module
Home > Filtering > Search Components	Admin Full, Admin Read
Home > Notifications > Instant Notifications	Phone Full
Home > Notifications > Notification Templates	Full or Read role of any module
Home > Notifications > Notification Template Groups	Full or Read role of any module
Home > Notifications > Notification Triggers	Full or Read role of any module
Home > Notifications > Notification Jobs	Full or Read role of any module
Home > Notifications > Notifications	Full or Read role of any module

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1 min read · Updated May 04, 2026 Article

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