Admin shall have access to Platform Settings in the platform. Click on the ‘Profile’ from the top right corner of your dashboard as shown below.
Under ‘Platform Settings’, 3 options will be shown such as General, Design tools & Integrations.
Click on ‘General’ in the platform settings.
In platform settings – general page, there are sections such as Users, Groups, Preferences, Geo-Fence, Mobile, Sessions, Schedulers and Work Calendar. Basic functions of each section is shown below.
Users: To add Users in the platform
Groups: To edit groups and add users in an individual groups.
Preferences: It contains provisions to update logo of the tenant, set time zones, set data restrictions and set password preferences.
Geo Fence: It contains provisions to enable Geo-Fence to enable/restrict usage of platform based on geographical locations.
Mobile: It contains provisions to enable mobile restrictions for individual users or groups.
Sessions: It will display currently logged users in the platform.
Schedulers: It contains provisions to enable or disable schedulers. Schedulers shall be used to generate regular follow-up emails which will be triggered automatically based on required details and conditions.
Work Calendar: It contains the provision to calculate working hours of an organization. It will enable automation emails to be triggered based on work calendar settings.
In “Apps” section, All the existing applications of the platform will be displayed for the admin.
Click on “3 dots” icon to carry out multiple functions of the application as shown below.
Click on “Create” button as shown below to create a new application. It will display 3 options such as New App, From Excel and From Template.
New App: It will create new application from scratch.
From Excel: It will create new application from excel sheets along with data
From Template: It will create new application from excel sheet template. It will ignore the data in the excel sheet.
By clicking on “Analytics” section, It will display all the existing Analytics of the platform.
Click on “3 dots” icon to edit, add owner and delete existing Analytics.
Click on “Create” button to generate new Analytics in the platform.
Under Platform settings, Click on “Integrations” as shown below.
It will display all the integration options in your tenant. Integration types such as SMS, SAML integration for Single-Sign-On (SSO), Work Calendars, Drives, Email Integration and Slack Integration.
