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Platform Settings Overview

Platform Settings allow a Super Administrator from your organization to configure options in the platform to best suit your organization. To access these settings, click either your account icon or the cogwheel icon in the top right corner and select Platform Settings.

Platform Settings Header Nav

After selecting ‘Platform Settings’ the Platform Admin Dashboard will appear.

Platform Settings Dashboard
Note: ‘SLA Metrics’ and ‘Data Report’ are viewed/managed through the ‘Reporting’ page. Click here to go to the ‘Reporting’ page documentation.

Select a section below to learn more:

SectionDescription
Displays all of the Platform Settings sections and their descriptions.
UsersNavigates to the ‘User Management‘ page, which shows a list of all users with access to the platform, and allows you to add, update, and suspend users.
Shared RolesNavigates to the ‘User Management‘ page. Manage Shared Roles and members list.
App CreatorsNavigates to the ‘User Management‘ page. Define who is allowed to create new applications, and who can access and modify the Platform Settings.
Security SettingsChange your login page logo, enable the identity providers, allow sharing forms anonymously, and enable/disable API keys.
AppearanceManage your company logo, select your favorite platform theme, and create/manage application categories.
Email LayoutDefine the banner, disclaimer footer, and general design of all emails sent by your apps.
API KeysCreate API keys that allow you to manage users & roles. Great way to sync your directories to GW Apps.
InfoDisplays your company, contact, and whitelisted domain information.
AuditView history of platform events, such as creation, deletion, or copying of an application.
ReportsCreate, edit and manage platform level views.
Apps ManagementPublish/unpublish applications, manage App Designers, and view application audit history.
Note: ‘SLA Metrics’ and ‘Data Report’ are viewed/managed through the ‘Reporting’ page. Click here to go to the ‘Reporting’ page documentation.

Updated on March 25, 2022

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