Admin Portal Overview

The Admin Portal is a web-based tool that hosts flows and allows the users to edit the flows created through the Editor. It is cloud-based and hosted on Amazon Web Services (AWS) platform. 

Apty AdminApty Studio, and Apty Client are the three key elements of Apty for developing and managing instructional content.

For more information, see Apty Components and their Functions.

The Admin Portal consists of the following pages:

  • System Settings

    An area that allows creating user accounts who can create or review instructional materials, create user roles that carry certain characteristics and permissions, configuring single sign-on options, and provides a hub for downloading required tools to create and use Apty Client content.

    For more details, see System Settings.

  • Account Settings

    General information about a user currently logged in the system. 

    For more details refer to: Account Settings

  • Application Settings

    The hosting application menu is displayed once the application you plan to work with is selected from the Apty menu.

    The following section gives the general overview of settings and functions offered in the hosting application aimed at configuring:

    • Manage Current Application

      Once you selected the application you plan to work with, click the Gear icon at the top of the hosting application menu to configure general app settings required for Apty and hosting application to cooperate: server URL, user identification options, custom JavaScript options (if any).

    • Apty Insights

      The Apty Insights Admin Panel is a web-based tool that maps the activities predefined by the Admin user in the Apty Activity Tracking and the actual actions of end-users to analyze the significance of difference between them.

      Apty Insights Dashboard is used for collecting data related to application usage, average activity per session, and error trends. Each connected application is distinguished by the unique name, what Apty plan it belongs to, and time zone it operates in.

    • Apty Usage

      Apty also provides a detailed analysis of how well the tool is adapted to the insights to where help was accessed to complete a certain task based on individual segments.

      Analytics comprises of below sections for detailed insights. By referring to the analytics you can go to the next level and find out what the most used workflows are and filter them based on Time period filters. Similarly, analytics are designed for all features of Apty.

    • Apty Goals

      Apty's Goals feature is an advanced monitoring component available in Apty Admin Console. Goals are application-specific and based on the requirement, you can create as many Goals as you want for a hosted application.

      For more information, see What are Apty Goals.

    • Manage Content

      Through the Admin Console, you can effectively manage all the content that has been created. Following are the operations that can be performed in Manage content feature:

      • Create/ modify/ delete the content as needed. 
      • Add additional information for the content as documents, images, videos.
      • Categorize the content using some Tags for effective flow content management. 

      To learn more, see Manage and Organize Apty Content.

    • Customize

      Apty Assist Customization options allow users to make global customization changes to how Apty Assist  will appear to your end users. It enables the user to customize the Player according to the applications interface and personal preferences. The users can also set language, assign keyboard shortcuts, export data for building reports for the organization. Click on the "Customization" tab to use the following options:

    • Publish

      This section helps you to publish the content developed for the End Users to start utilizing the developed content as Workflows, Validations, Tooltips and Announcements accordingly.

      For more instructions on publishing, see Publishing Overview.