Only Admins have access to Platform Settings within the platform. To access it, click on the ‘Profile’ icon in the top-right corner of your dashboard, as shown below.
In Platform Settings, three options will be displayed: General, Design Tools, and Integrations.
Click on General from the Platform Settings menu.
In platform settings – general page, there are sections such as Users, Groups, Preferences, Geo-Fence, Mobile, Sessions, Schedulers, Work Calendar, Ticketing & Asset Discovery. Basic functions of each section are shown below.
Users: To add Users in the platform
Groups: To edit groups and add users in an individual groups.
Preferences: It contains provisions to update logo of the tenant, set time zones, set data restrictions, set landing pages and set password preferences.
Geo Fence: It contains provisions to enable Geo-Fence to enable/restrict usage of platform based on geographical locations.
Mobile: It contains provisions to enable mobile restrictions for individual users or groups.
Sessions: It will display currently logged users in the platform.
Schedulers: It contains provisions to enable or disable schedulers. Schedulers shall be used to generate regular follow-up emails which will be triggered automatically based on required details and conditions.
Work Calendar: It contains the provision to set your working hours of an organization. It will enable automation emails to be triggered based on work calendar settings.
Ticketing: It contains options to set up and define Macros, Auto signature, AI Chat bot settings.
Asset Discovery: It contains options to configure inputs for Network based Asset Discovery tool.
Formore details, please refer the following link: Help Docs | Resources | Wavity and navigate to the ‘Platform Settings’ section under ‘Getting Started’ section.
Click on “Design tools” as shown below.
In “Apps” section, All the existing applications of the platform will be displayed for the admin.
Click on “3 dots” icon to carry out multiple functions of the application as shown below.
Click on “Create” button as shown below to create a new application. It will display 3 options such as New App, From Excel and From Template.
From Template: It will create new application from excel sheet template. It will ignore the data in the excel sheet. Click on the following link for more information: How To Create A New App From Template? | Wavity
By clicking on “Analytics” section, It will display all the existing Analytics of the platform.
Click on “3 dots” icon to edit, add owner and delete existing Analytics.
Click on “Create” button to generate new Analytics in the platform.
Under Platform settings, Click on “Integrations” as shown below.
It will display all the integration options in your tenant. Integration types such as SMS, SAM integration for Single-Sign-On (SSO), Calendars, Drives, Email Integration, Slack Integration, AI, Webhooks, OAuth, Schema, Open API, Rest API, Tokens and Microsoft Teams.
For more details, please refer the following link: Help Docs | Resources | Wavity and navigate to the ‘Integration’ section under ‘Getting Started’ section.
