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Articles on:General settings
Principal settings of your applications

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  • General settings
  • Access - Features
  • Access - Implementation
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  • Initial set-up of poool applications
    Welcome to your Poool Dashboard! 🎉 From the very start of your onboarding, access to the Poool application is created by our teams. You will receive a login email to activate your account. Depending on the product you chose, you will discover Poool Access, Poool Flow and/or Poool Engage. Below, we detail some key information about the general configurations of your applications. Manage your profile information At the top of your Dashboard, in the My account section, you can maFew readers
  • How to create or duplicate an application?
    When you have access to a Poool application, you can create or duplicate an application independently. Once the Pre-production configuration is finalized, you only need to duplicate the application with all of your settings and retrieve the correct app ID to move to production. In your Dashboard, at the top right, click on the name of the currently open app and select "CreaPopular
  • How can I add a new user?
    A new member joins your team? When you are Admin of your team, you can easily add a new user to the Dashboard. First, go to the 'App settings' section. To invite a new person, go to 'Manage access'. And Add a new user Then, enter person's naPopular
  • What are the different user roles?
    There are three user roles available in your Poool Dashboard: Administrator Editor Guest Admin role A user with the Administrator role has access to all sections of the Dashboard, both for viewing and editing. They can activate Engage elements and/or Access scenarios. They can also manage their teams by adding new users and assigning them specific permissions. Finally, they can create a new apPopular

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