Getting Started? Start here!

March 31, 2025 18:07
Updated

Getting Started? Start here!

There are a few stages to building out your app. First, you'll need to build the app, then add users. Finally, you'll need to customize how your users will interact with your app, and you do that by creating customized dashboards and assigning them as homepages so that your users have just the information they need as soon as they log in. You may also click here to download a PDF version of our Getting Started Guide.

Building an app

create an app

create relationships

customize tables

create a view

create a filter

create a formula

create a form

Adding and managing users

add users

create a role

add users to a role

Assigning Dashboards as Homepages

create a dashboard

assign a dashboard to a role

assign the dashboard as the homepage for that role

You might also be interested in our Glossary of Terms or Related Videos.

Building an app

Adding and managing users

Assigning Dashboards as Homepages

Related articles