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  3. Admin Portal: Overview and System Settings

Admin Portal: Overview and System Settings

Use Analytics to estimate how helpful your instructions are, top used elements and how users interact with them.

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 for Ver 3.x and prior
View all (9)

System Settings

  • Managing Apty Users
  • Add a new Apty User
  • Predefined User Roles
  • Add a Custom User Role
  • SSO Config (Version 3.x and prior)
View all (9)

Insights

  • How does Apty Insights support you?
  • Apty Insights

Apty Usage (Analytics)

  • Getting Started
  • Apty Usage Dashboard
  • Workflow and Validations Dashboards
  • Analytics
  • Filtering Statistical Data
View all (16)

Application Customization

  • User Interface
  • Themes
  • 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

Application Settings

  • Manage Current Application
  • Apty Element Selection- Advanced
  • Content Aggregation

Goals

  • What are Apty Goals?
  • How to create Goals in Apty Admin Console?

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