Support

Users 4

• How do I Invite new users to the account?
• How do I add external users such as clients or vendors?
• Signing up from Invitation Email
• What are Roles?

Workrooms 6

• What is a workroom?
• What is a Private workroom vs an Open workroom?
• Can I create external facing workrooms for clients or vendors?
• How do I delete a workroom?
• Can I archive my workroom?

View all 6

Apps 4

• What is an App?
• How do I install an App from the App Store?
• How do I customize an existing app?
• How do I create my own app?

Dashboard 3

• What is a Dashboard?
• How do I add widgets to the dashboard?
• What types of Widgets can I add to the Dashboard?

Working with Apps 6

• What are filters?
• How do I create a data view or a filter tab within an app?
• How do I create widgets within the app?
• How do I embed the app form on a website?
• Can I control the access or permissions of the app?

View all 6

Users 3

• Can I create a new user role?
• Can I group users into teams?
• How do I delete a user?

Blogs 1

• What are blogs?