TableFlow Guide
  • Introduction
  • Product Overview
  • Product Guide
    • Signup Process
    • Login Process
      • Forgot Password
    • Dashboard
      • Add User
      • Settings
      • Help
      • My Workspace
      • Your Plan
      • Template Management
    • Menus
      • Add Menu
      • Edit / Delete Menu
    • TableForm
    • Links
    • Triggers
    • Workflows
    • Reports
    • Templates
    • Application Help
    • Template Gallery
    • Media Gallery
    • Role
    • Users
    • Account
    • Data Management
    • Integrations
    • Preview
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  1. Product Guide

Dashboard

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Last updated 1 year ago

  • After successful login, admin can see the dashboard.

  • In the Left tab, Admin and preview will be visible to the tenant admin account. Admin will have functionalities for Analytics, Design Center, General, System Administration.

  • In the top, there are buttons for Add User, Settings, Help.

  1. Add user – It will redirect to the users menu available in the system administration of admin tab.

  2. Settings – It will redirect to the accounts menu available in the system administration of admin tab.

  3. Help – It will redirect to Help Center where complete details of the functionality is available.

  • My Workspace allows tenant admin to access Menu, Tableform, Links, Triggers, Workflows, Reports, Templates.

Plan Details

• By clicking on plan details in your plan tenant admin can see the existing plan details.

  • By clicking on upgrade plan all the available plans will be visible and tenant admin select the required plan and proceed to pay, upon successful payment, new plan will be activated.

  • Template Management - allows tenant admin to export and import metadata of the system as well as the excel sheet which contains all rules and table information.