Your primary tool for managing -- well, you name it: user accounts, applications, properties, fields, forms, flows, screens, schemas ...
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- Managing Agents
- Accessing the Manage Agents Page
- Console Roles and Permissions
- Console Roles and Capture Dashboard Permissions
- Console Roles
- Profile Access Filters
- Restricting Agent Activity By Profile Type
- Agent Groups
- Configuring Agent Groups and Assigning Group Membership
- Creating a New Agent
- Accepting an Agent Invitation and Managing Your Console Password
- Changing Your Console Password
- Console Passwords vs. Dashboard Passwords
- Blocking Access for an Agent
- Assigning Multiple Roles to an Agent
- Deleting an Agent
- Filtering for Agents
- Exporting Agent Data
Console Search Fundamentals
- Searching for and Exporting User Profiles
- What You Can Search On
- Modifying the Search Display Attributes
- Suppressing Default Searches and "Empty" Searches
Writing a Search Query
- Search Construction and Syntax
- Mandatory Parts of a Search Query
- Attribute Names
- Operators
- Target Search Values
- Searching for String or Numeric Values
- Searching for Datetime Values
- Searching for Null Value
Writing Advanced Search Queries
- Optional Parts of a Search Query
- Searching with Wildcard Characters
- Searching with the Boolean Operators AND and OR
Running Your Search Query
Writing Search Queries by Using Guided Search
Search History and Search Filters
Creating and Deleting Schemas
- Creating a New Entity Type Schema
- Creating a New Schema by Copying an Existing Schema
- Creating a New Schema by Using JSON
- Deleting an Entity Type Schema
Schema Attribute Management
- Adding an Attribute to an Entity Type Schema
- Attribute Data Types, Validations, and Transformations
- Adding an Attribute by Using JSON
- "Building" an Attribute
- Copying an Existing Attribute
- Deleting an Attribute
- Tip: Copying Attribute Names
Attribute Data Types Reference
- Managing Properties
- Searching for (and Filtering) Properties
- Copying a Property
- Creating a Property
- Working with Features
- Working with IP Allow Lists
- Working with Client IDs and Client Secrets
- Renaming a Property
- Resetting Client Secrets
- Viewing Client Secrets
- Deleting a Property
- Managing Property Settings
- Modifying Property Settings
- Adding a Property Setting
- Removing a Property Setting
- An Introduction to Registration Builder
- Accessing Registration Builder
- Registration Builder Permissions
- Navigating Between Tabs
Managing Flows
- The Registration Flows Page
- Searching for Flows
- Flow Actions
- Editing a Flow
- Copying a Flow
- Restoring a Flow
- Copying a Flow from the Registration Flows Page
- Promoting a Flow to a Different Application
- Deleting a Flow
Managing Fields
- Creating a Field
- Working with Advanced Options
- Registration Builder Advanced Options
- Configuring select and radio Options
- Adding Data Validations
- Blacklisted Words
- Blacklisted Email Domains
- Format
- Match
- Maximum Length
- Minimum Length
- Required
- Unique
- Whitelist Words
- Client Function Name
- Custom Client Setting
- Copying a Field
- Deleting a Field
Managing Forms
Managing Screens
- Console Audit Logs
- Audit Logs Terminology
- Accessing the Console Audit Logs
- Console User Audit Logs and Profile Change Audit Data Permissions
- The Audit Logs Tab in the Manage Agents Section
- Searching/Filtering the Console Audit Logs
- Using the Search Logs Field
- Using the Audit Logs Search Filters
- Clearing Search Filters
- Viewing Audit Log Search Results
- Exporting Audit Log Search Results
- Appendix A: Activity Reference