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Platform Settings

Platform Settings allow a Super Administrator from your organisation to configure options in the platform to best suit your organisation. To access Platform Settings, click on your account icon in the top right corner and select Platform Settings.

The platform settings are organized into 6 sections, as shown in the Platform Settings navigator below:

Platform Settings Navigator

We will outline the options available in each section.

General

General Settings
Save: Any changes must be saved before they take effect. Remember to save before moving on to another settings section or returning to the Applications Dashboard.
Company Info
   Company Name Enter the name of the company or organisation.
   Country Select your country.
   State Select your state, if in the USA.
Contact Info
   Primary Contact Name This displays the name of your organisation’s primary contact. To update this value please contact a support rep.
   Primary Contact Email This displays the email address of your organisation’s primary contact. To update this value please contact a support rep.
Format & Timezone
   Date/Time Format Select the date/Time format that matches your organisation’s normal standard.
   Timezone Select your organisations timezone.
Anonymous Access
   Anonymous Access Enabling this feature will offer the ability for records to be created and edited by anonymous users via a URL link. Enabling this setting does not directly give anonymous access to anything in the application. It simply makes the anonymous feature available to application designers when they are working with forms. If it is disabled, no application in the organisation’s GW Apps domain can utilize the anonymous feature.

With it disabled, the default, only users with a valid GW Apps login and who are in a role named in the ‘Role Access’ field for a specific form will be able to create new records. Also, with it disabled, only users with a valid GW Apps login and who are in a role named in roles in the workflow of a specific form will be able to see that form’s records.

Appearance

Appearance Settings
Save: Any changes must be saved before they take effect. Remember to save before moving on to another settings section or returning to the Applications Dashboard.
Platform Logo
Edit: Click to select an image file from your local computer or available network drive. The image must have either a png, jpg or jpeg file extension. It should be 80 pixels wide by 40 pixels high, and must be no larger than 500kB in size. (Note: The platform logo will not change until after you have refreshed your browser page.)
Platform Theme
Select the desired color options for the platform as a whole. Each application can be set to use its own theme option, but this Platform Settings option sets the colors seen while developing applications and on the user’s Applications Dashboard.

App Creators

This section allows you to define who is allowed to create new applications and who can access and modify the Platform Settings.

App Creators Settings
Role Select either App Creator, for users who can create and edit apps, or Super Administrator, for users who can also manage the Platform Settings.
Add User: Allows you to add a user as either a App Creator or Super Administrator. Optionally you can have an automated email sent to the user letting them know they have been added to the system.
Search: Click to open a search entry field, where you can type the name of a user and hit enter to search.
Remove User: If you select one or more users, the Remove User icon appears in the top right corner of GW Apps. Clicking Remove User will remove them from the app creator settings of your GW Apps platform. It will not delete them from your organisations user directory.

Email Layout

The Email Layout defines the banner, optional footer and general design of notification emails sent by your application workflows. The actual subject and body content, along with email recipients, are defined in each Email Template, but this Email Layout defines what is wrapped around that subject and body content.

Email Layout Settings
Left Side Layout Display Shows the basic layout of an Email Template
   Email Banner Shows how the email banner will look for all emails sent form your organisation’s apps on the GW Apps platform.
   * Content can be edited in the form builder This area will be replaced by the real email body content for all actual emails form your organisation’s apps on the GW Apps platform.
   Footer Shows how the email footer will look for all emails sent form your organisation’s apps on the GW Apps platform.
Right Side Properties Panel
Save: Any changes must be saved before they take effect. Remember to save before moving on to another settings section or returning to the Applications Dashboard.
Email Background
   Background
Select the color you would like used for the overall email background.
Banner
   Background Select the color you would like used for the email banner background.
   Font Color Select the color you would like used for the text in the email banner.
Body
   Background Select the color you would like used for the email body background.
Enable Footer Select to control if the footer displays in system emails.
Footer (These options only display if Enable Footer is active)
   Background Select the color you would like used for the email footer background.
   Font Color Select the color you would like used for the text in the email footer.

Users

The Users section shows all of your organization’s users that have access to GW Apps, and allows you to bulk import and suspend selected users.

Users Settings
Add User: Allows you to add a user. Optionally you can have an automated email sent to the user letting them know they have been added to the system.

Note: It is not common to add individual users to GW Apps via this screen. Users are typically added directly to the application they need access to, and that action also adds them to this overall list.

Import Users: Allows you to import a set of users whose names and email addresses are listed in a csv file. (The format of each entry in the csv file is just: user-name, email-address)
Suspend: Appears after you select one or more users. Will revoke the GW Apps access for the selected users.
Search: Click to open a search entry field, where you can type the name of a user and hit enter to search.
Last Signed In When the user last signed in, measured in minutes or days as appropriate, or “Hasn’t signed in” if they have not yet used GW Apps.
Status Displays Active. (Reserved for later use.)

Shared Roles

Roles are a bit like groups, and are a key part of how you control who can do what in an application. The required roles are normally created within each application, but if you want to have the same set of people have access to multiple apps then Shared Roles are the answer. You define them here in the Platform Settings and then you can reference them in any application you want. That way the role membership only has to be managed in one place – right here.

Shared Roles Settings
New Shared Role: Allows you to add a user. Optionally you can have an automated email sent to the user letting them know they have been added to the system.
Search: Click to open a search entry field, where you can type the name of a user and hit enter to search.
Type ‘All Domain Users’ is a dynamic role that always equals the list of valid users for your domain. All other Shared Roles have their members managed by the platform admins.
Name The name of the role.
Description Description of the role and it’s function, as provided by the role creator/editor.

Audit

This section displays a reverse chronological history of platform level events, such as creation, deletion or copying of an application, or any changes in Platform Settings.

Audit
Updated on September 30, 2019

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