Admin's Guide

Guides for platform administrators: approval workflows, users, roles, and platform-level configuration. Only users with admin permissions can perform most of the tasks in this section.

Topic	Description
Access
Manage Users	Create users, assign roles, reset passwords, and deactivate accounts.
Configure Roles and Permissions	Define page access and object authority (Read, Write, Approve), and scope it with Collection filters.
Governance
Configure an Approval Workflow	Set up responsibilities, reviewers, veto power, and sequence order for an object type's approval workflow.
Organize Objects with Groups, Keywords, Purposes, and Flags	Define the labels that classify registered objects and drive role Collection filters.
Data structure
Configure Table Keys	Define the named join keys that relate Data Tables to one another.
Configure Platform Entities	Define the data grains (application, customer) that registered objects anchor to.
Customization
Customize Object Forms	Add custom metadata fields and arrange them on object detail pages with custom screens.
Configure Platform Settings	Instance-wide configuration: uploads, logins and SSO, branding, governance, default reports, and the AI assistant.