Getting Started? Start here!

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.