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 |
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We will outline the options available in each section.
General
| General Settings |
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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 |
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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 | |
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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 |
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| 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. |
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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. |
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Search: Click to open a search entry field, where you can type the name of a user and hit enter to search. |
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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 |
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| 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 | |
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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 |
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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. |
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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) |
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Suspend: Appears after you select one or more users. Will revoke the GW Apps access for the selected users. |
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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 |
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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. |
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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 |
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