Getting started

👋 we will try to answer all your questions if you can't find the answer that you are looking for feel free to reach out to us your success is our main priority! youtube full tutorial 🎸 get rocking with the clearsquare portal easily integrate with external platforms like domo for enhanced data visualization access and manage your interface from any device, anywhere easily personalize logos, styles, and titles in the settings panel quickly set up and manage distinct workspaces for teams or projects assign users to workspaces with detailed permissions and role based access embed from multiple sources like external links, airtable, youtube, and html/css apply workspace and group level filters for relevant content display integrate various sso options for secure user authentication monitor user activity and interactions for valuable insights personalize email communications with editable templates and smtp settings introduction this manual provides detailed instructions for setting up and using our software, covering both the administrative and user interfaces this guide will walk you through setting up a clearsquare portal application, covering both the administrative and user aspects we'll be running examples on a local server environment, using different ports to simulate distinct domains for the admin and user sides where will i have access to the application? you will have an admin and user domains the software runs on two different domains one for the admin and one for the user sides on different domains (e i , we will give you cnames to add to your dns to ) admin side accessed through analytics admin yourcompanyname com (default port) user side accessed through analytics yourcompanyname com in a live environment, the client will have their own url admins will have access to both the user portal and to the admin portal 💅 customize your portal click the settings cog on each of your spaces > appearance , and you'll be able to customize anything on your soon to be portal 🔌 publish for a preview or connect your domain hit the big blue publish space button at the top right to preview your portal for the first time or connect your domain in less than 10 minutes if you can access your domain's settings 👯‍♂️ invite some teammates building documentation is a team sport invite some friendly mates to help you build the best user experience through great content on your portal 🧞‍♀️ we're great listeners, talk to us if you need help, we're one click away click the ? at the bottom right and access our help center (powered by archbee, of course) or send a message to support to structure the provided video transcript into a detailed training document, i'll organize it into distinct sections, each with a clear heading and step by step instructions this will enhance readability and make it easier for users to follow the guidelines here's the structured training document