Getting Started? Start here!

← Getting Started

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.

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Getting Started? Start here!

Building an app

Adding and managing users

Assigning Dashboards as Homepages

Getting Started

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