14. Appendix

This page will feature a cheatsheet to help you navigate some aspects of the dashboard. As this is the first release, we have many amazing features on the horizon. However, there are still a few minor bugs that we need to address over time. In the meantime, you can use this cheatsheet to work around any functionalities that are not yet fully operational.

Client Configuration

We currently don’t have the Client Configuration page through which users can configure the product the client will be using. Hence, we will have to use the Super Admin screen same as we used to do before for unified login as well.

Assigning Users to Client

After creating a client, users might have difficulty finding how to assign users to that client. Right now, we can assign users to a client only from Clients > Client structure. In later versions, we will have this feature present in multiple places for users to find.

Incognito Mode

Our dashboard currently experiences issues when used in Incognito mode. We kindly ask that you use it in normal mode for the best experience.

Manager’s access to assigning users

Currently, users with manager policy are unable to assign users to a client. If any person with manager policy wants to assign users to a client, then they must ask an admin to do so for now.

Training Model

Previously, we used to have a training model in the Create Payload/ Transformed Data State. In the current dashboard, we don’t have that button for now. Until then, users will have to see the templates from Document Configuration for now.

Client Configuration

Assigning Users to Client

Incognito Mode

Manager’s access to assigning users

Training Model

Gallery

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