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Settings

The Org Details Screen allows users to manage organization-related information, settings, and activities. It provides different sections for detailed control and documentation.

Sections Available​

1. Details Section​

  • Name: Enter the organization's name.

  • Description: Provide a brief description of the organization.

  • Logo Upload:

    • Drag and drop an image or upload it manually.

    • Supports PNG and JPG file formats.

2. Settings Section​

  • In the Settings screen, there are two main sections: Preconfigured Settings and Application Settings.

    1. Preconfigured Settings

  • Local Admin:

    • MFA: Multi-Factor Authentication for added security.

    • PIN: Personal Identification Number setup.

    • QR Code: QR code options for authentication and access.

  • Storage Option:

    • Storage Type: Configure the type of storage used.

    • Storage Locations: Set and manage storage locations.

    • Name Logs: Manage logs for various operations.

    • Default: Set default storage settings.

    • Delete Option: Options for deleting stored data.

    • Archive: Archive settings for managing data storage.

  • Application Defined Connector Settings:

  • This section contains the specific connector settings for each application.

  • Configure and manage the connectors that integrate with your various applications.

  • Toggle to Select Connector Options: Enable this toggle to select and manage the connector options for each application.

  • You can connect to third-party applications, such as Key cloak, language Connectors and others, by selecting the appropriate connectors. This allows seamless integration and interaction with external services to enhance your system's functionality.

3. Comments Section​

  • In the Comment section, you have the following features:

  • Search Bar: Use this to search for comments you have created.

  • Pin Option: Attach files, emojis, and more to your comments.

  • Recorder Option: Record and attach audio comments.

  • Submit Options: Submit your comments with ease.

4. Notes Section​

  • Searching and Selecting Notes

  • Use the Search Bar to find specific screens or notes.

  • We can select Notes, Sections, and Editor Type based on the type of note pages we need to create.

Managing Notes​

  • You can edit an existing note to modify its name or description.

  • Sections and pages can be added, edited, or removed as needed.

  • Deleting a note will remove all associated sections and pages.

Creating a Note

  • Click on Create button.

  • From the available options, select Notes.

  • Enter the necessary details:

    • Notes Name: Provide a meaningful name for the note.

    • Description: Add relevant details or context for the note.

  • Click on Create button to save the note.

Adding Sections to a Note​

  • Once the note is created, click on the Create button again.

  • Select the Section option from the menu.

  • Add relevant details to the section as needed.

  • Save the section to include it in the note.

5. Documents Section​

In the Document screen, you have the following features:

  • Search Bar: Use this to search for documents.

  • New Button: Click this button to upload a new file, such as mp4, csv, java, etc.

  • Upload Option: Use this option to upload files and folders.

  • View Options: Switch between list and grid views to organize your documents.

  • Settings Button: Filter the documents based on various criteria.

6. Activity Section​

In the Activity screen, you have the following features:

  • Search Bar: Use this to search for specific activities.

  • List View: Switch to list view to see activities in a list format.

  • Grid View: Switch to grid view to see activities in a grid format.

  • Action Button: Use this button to view the details of a selected activity.