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App Introduction - Admins

Tanner Applegate avatar
Written by Tanner Applegate
Updated over 12 months ago

For Company Admin Only

Key Steps

  1. Status Indicator: The shield icon in the top left corner of the app indicates if there is a username and password associated with it. The shield icon with a person indicates that the app is shared with other people.

  2. Location Tabs: If applicable, the middle section of the app will display location tabs. Further information on managing locations can be found in the Locations area of the training.

  3. Logo and App Name: The logo and app name can be edited by clicking on the shield icon. This allows for customization of the app's appearance.

  4. App URL: The app URL should be set to the URL of the app's login page. If the URL is not the login URL, the app will not automatically log in.

  5. Editing Username and Password: To edit the username and password for the app, click on the shield icon and make the necessary changes.

  6. Automatically Log In Password Request: This feature allows for automatic login when accessing the app. Enable or disable this feature as needed.

  7. View Changes: The "View Changes" option shows the history of any password changes made for the app.

  8. Sharing Configuration: Use the "Sharing" tab to configure sharing for the app. This includes viewing which groups the app is shared with and any direct shares to individuals.

  9. Managing Locations: The "Locations" tab allows for control over app locations. Add or move locations as necessary.

  10. Adding Notes: The "Notes" section is used to share important information about the app, such as associated emails or account details. Utilize this section to share relevant information with the team.

Cautionary Notes

  • Ensure that the app URL is set to the login URL to enable automatic login.

  • Be cautious when sharing apps, as they may contain sensitive information. Double-check the sharing configuration to ensure it is shared only with the appropriate groups and individuals.

Tips for Efficiency

  • Use the shield icons to quickly access the app's back end and make necessary changes.

  • Keep the app name and logo updated to maintain consistency and clarity.

  • Regularly review and update sharing configurations to ensure proper access.

  • Utilize the notes section to share relevant information with the team, improving communication and efficiency.

Link to Loom

https://www.loom.com/share/118eeb3ff3b845e9b3b1fcb1d57bd544

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