Admin Portal: Overview and System Settings

The Basics

• Log in to the Admin Portal
• What can you use Admin Portal for?
• Navigating the Admin Portal Menu
• Account Settings
• Unique User Identification

System Settings

• Managing Apty Users
• Add a new Apty User
• Predefined User Roles
• Add a Custom User Role
• SSO Config

Insights

• How does Apty Insights support you?
• Apty Insights Admin Overview

Apty Usage (Analytics)

• Getting Started
• Dashboard
• Workflow and Validations Dashboards
• Analytics
• Filtering Statistical Data

Application Customization

• Manage Current Application
• User Interface
• Language
• Keyboard Shortcuts
• Timezone

Advanced Application Customization

• Adding / Changing Attributes in Apty SFDC Connector
• Setting up Apty in Salesforce Communities
• Feature Flagging
• Whitelisting URLs: Content Security Policy (CSP) and Apty

Goals