Getting Started as an Application Owner

01 | Platform Design

• Customize the platform design
• The login background image
• Configure the home page
• Add and edit Cookies, Privacy, Terms & Conditions
• Providing the system interface in different languages
• Design a custom landing page: How to use the landing page HTML widget template
• See all 9 articles

02 | User Management

• User overview
• User profile configuration
• Invite users and colleagues
• Invited Users
• Edit user profile information
• Knowing what is happening: The System statistics dashboard
• See all 20 articles

03 | Entity and Workflow Configuration

• Structuring content via Entities: The Entity Configuration
• Create and edit any entity
• Defining attributes: The Field Configuration
• Available field types
• Independent Button
• Create and Edit Form Configuration
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04 | Role and Permission Configuration

• Adding and editing roles
• Controlling the system-level permissions
• Editing entity-specific permissions
• Visibility and Confidential Tab: Restrict the visibility of specific content elements and attributes
• Inheriting visibility restrictions from a parent to children elements
• Tracing Permission Changes

05 | Default Module Configurations

• Activate the signals feed on an entity
• Dashboards: Building custom chart reports
• Radar: Configuring the default view
• Board: Configure the default view
• Roadmap: Configuring the default view
• Matrix: Configure the default view
• See all 9 articles

06 | Content Import, Export and Syncing

• Importing content via xls
• Exporting content as xls or pdf
• Define the field order of the export / import template
• Use iframes to embed content from other sources (e.g., Miro)
• Exporting content statistics
• Importing Roadmap Data
• See all 12 articles

07 | Notifications and Newsletter

• How to create and send a newsletter
• Defining users' notification settings
• Create or edit an email template
• Creating reminder notifications from date picker fields
• Personalizing general email templates with email tokens
• Tracing all system mails sent

08 | Tips & Tricks

• Guiding Principles
• How to plan a successful software roll-out
• Landing Page Examples: How to help users navigate the platform
• Use your own brand on the system to attract and engage your users