- Release Notes
- Getting Started
- Permissions
- Starting as
- Admin Console
- Workspace
- Explore
- Dashboards
- Share Idea or Automation
- My Tasks
- Notifications
- Email Notifications
- Resources
- Studio Integration
- Task Capture Integration
- Automation Store
- Additional Resources
Starting as the System Admin
As a System Admin, you have access to all the options allowing you to manage the tenant users and configure the platform. After successfully logging in, you need to access the Admin Console in order to start the tenant configuration.
Begin by setting up user accounts. To do this access the Manage Access module and follow the below steps:
- Access the Assign Roles module.
- Click Add User.
- Complete the Add User Form.
-
Click Save.
Note:The first account you need to create should be the Program Manager followed by Standard User accounts.
We recommend creating user accounts with Program Manager and Idea Approver roles, in order to ensure the ideas can progress in their life cycle. Continue by inviting Standard User, in order to crowdsource ideas.
To build and maintain the tenant structure, access the Admin Console > Platform Setup. This section focuses on 5 configuration areas that will be further used throughout all your tenant:
You can also get involved in all the other projects by accessing any of the below pages:
- Ideas management;
- Components management;
- View Dashboards information.
