Getting started
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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
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.
- 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.
Click the Settings cog on each of your spaces -> Appearance, and you'll be able to customize anything on your soon-to-be portal.
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.
Building documentation is a team sport. Invite some friendly mates to help you build the best user experience through great content on your portal.
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:
