Getting Started as an Application Owner

01 | Platform Design

• Customize the platform design
• The login background image
• Configure the home page
• Add and edit Terms & Conditions
• Change the display of information in a content element
• Providing the system interface in different languages
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02 | User Management

• User overview
• User profile configuration
• Invite users and colleagues
• Invited Users
• Edit user profile information
• ITONICS Gamification: Rewarding user activity
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03 | Entity Configuration

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

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

05 | Default Module Configurations

• Matrix: Configure the default view
• Radar: Configuring the default view
• Board: Configure the default view
• Roadmap: Configuring the default view
• Activate the signals feed on an entity
• Set an automated review cycle
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06 | Content Import and Export

• Importing content via xls
• Exporting content as xls or pdf
• Bulk changing content images
• Exporting content statistics
• Import and export rating values

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 | Tipps & Tricks

• Guiding Principles
• How to plan a successful software roll-out
• How to help users navigate the platform from their first second
• Use your own brand on the system to attract and engage your users