Builder reference
Service Settings
Manage service identity, access, payments, content, domains, versions and deployments.
12 articles
Identity, content & experience
- Service identity, lifecycle and administrationThese Service settings define how a service is identified, presented and managed over time. Most are set once, but a few—such as reference formats, retention, file…
- Service content, branding and languagesThese service settings tailor the presentation of one service without changing the library-wide defaults. Use them to add service-specific guidance, header and footer…
- Service navigation, review and PDFsService navigation settings determine how a person starts or returns to a journey, where Continue and Back take them, and how answer documents are presented. These…
- Service accessibility statementAn accessibility statement explains how accessible the service is, where it has known limitations, how people can report a problem and how the statement was prepared.…
- Download saved answers as Excel or CSVGive people a spreadsheet of their saved answers for review, sign-off or record keeping, before or after submission. Configure the file in Service settings → Excel…
Access, response review & integrations
- Service authentication and user accessAuthentication settings decide who can enter a service, how long they remain signed in, and whether people in the same group can work with the same journey. Configure…
- Service files, email and integrationsThese service settings connect a journey to file storage, messages and operational alerting. They should be configured with the library owner and tested in QA using…
- Response review: require staff acceptance or correctionsEnable Response Hub review for new submissions, publish the setting and distinguish it from workflow Review actions.
Payments
Publishing & change management
- Service domains, analytics and deploymentDomain, URL-context and release settings affect how a service is reached, how it behaves when opened from a link, and how safely it moves through QA to production.…
- Service change managementChange management is the service’s version history and the safest way to undo or restore Builder changes. Every saved version records its version number, time, change…
- Service environments and deploymentsThe Environments area shows how a service is exposed in Prototype, QA and Production. Prototype follows the current Builder design; QA and Production run an…