Getting Started as an Application Owner
Everything you need to know about user management, branding, configuration, and more
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
- Set up and manage banners
- Adding a Custom menu page
- How to use proper image ratios?
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
- ITONICS Gamification: Rewarding user activity
- How to block or delete a user from the ITONICS system
- User Import
- How to export a list of users
- User Groups
- Distinguish persons with the same name
- Manage User Requests
- Manage User Feedback/Requests
- Automated User Logout and Deletion
- User CSV sync
- Single sign-on (SSO)
- SSO Role Mapping
- SCIM
- 2-Factor Authentication
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
- Content View Configuration
- Add and edit rating criteria
- Manage Ratings
- Enabling and configuring an ITONICS visualization
- Adjusting the available filters
- Using the Workflow Configuration
- Which actions can be triggered in a Workflow?
- Allow the inheritance of information from one content element to another
- Group fields and ratings in collapsible sections
- Using tables on entities
- Disabling and deleting entities or fields
- Configuring the Smart Action feature
- Configuring the Inspirator app
04 | Role and Permission Configuration
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
- Set an automated review cycle
- Add, correct, or delete tags system-wide
- Pre-define and configure task templates
- Configure menu groups for the Explorer navigation
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
- Bulk changing content images
- Import and export rating values
- Using the ITONICS REST API to PULL and PUSH content
- Change log for the ITONICS REST API
- Use webhooks for real-time, event-driven communication
- Connect to Microsoft PowerBI via the ITONICS REST API
- Connect ITONICS to Salesforce
- Connect ITONICS to Trendone
- Connect ITONICS Cloud to ITONICS Enterprise