Remy Administration
1 min read
This documentation specifically focuses on the administrator - the space owner, the desk head or the compliance officer who configures Remy for a team of relationship managers / financial advisors. You install Remy in a space, decide what the memory holds, tune the monitors, set the schedules and audit the result. You do not need to write code; every decision here is a file, a setting or a chat command.
All steps in this track apply after Remy has been contracted and the design phase has decided process fit, connectors, memory shape, scope and thresholds - see Before you begin. Where a connector or approval is not yet in place, the affected feature stays in the package but inactive.