Key Steps:
Locate the "New App" button in the top right corner of the Unify interface and click on it.
Use the search function to find the specific app you want to add. For example, if you want to add the Delta Dental app, search for "Delta Dental".
Once you find the app, click on it to select it.
Enter the login credentials for the app. For testing purposes, you can use "test" for both the username and password.
If you want to add the app to a specific group, click on the "Share" button and select the desired group from the list.
If applicable, add a specific location to the app by entering the location details in the designated field.
Utilize the "Notes" tab to add any relevant notes or instructions related to the app. For example, you can include login information, questions, and answers.
Click on the "Add" button to add the app to Unify.
Cautionary Notes:
Ensure that the login credentials provided are accurate to ensure successful integration of the app.
Double-check the app selection to ensure that the correct app is being added.
Verify that the group selected for sharing the app is appropriate and relevant.
Tips for Efficiency:
Familiarize yourself with the search function to quickly locate the desired app.
Use consistent and easily recognizable naming conventions for groups to facilitate organization and searching.
Take advantage of the "Notes" tab to provide clear instructions and information about the app.