Admin Settings: As a Tuqqi Admin, you'll configure the platform settings and your organizational work environment.
To access the extended settings available to an admin user go to the 'Admin' tab on your left-hand menu on your Tuqqi homepage.
Add Users: as an Admin, you have the ability to add a new user or edit the info of an existing user.
Navigate to the Admin screen by clicking on 'Admin' on the left menu bar on the main screen:
Click on ‘Manage Users’
By clicking on ‘Manage Users’, you will be able to review all the users within your organization:
Next, click the red ‘ADD USER’ button on the top right.
A pop-up window will open and will ask you to type in the info of the new user
Username - the name to tag (@) the user in the system.
User included in challenge - decide if the user will be able to participate in the knowledge competition of the organization/team.
New users will be sent an email invitation to join your Tuqqi platform and then they will be able to go through the steps listed above for ‘setting up a user profile’.
Edit User: You can click on any of the existing users and edit their details: name, title, user role (admin, regular, or viewer), user classification, and more. When you are done editing, simply click on the 'save changes' button in the top right.
Data Types: You, as an Admin within the system, have the ability to create and customize forms according to your organization/team workflow needs.
To create a new template or customize an existing one, navigate to the Admin screen by clicking on 'Admin' on the left menu bar on the main screen:
As you can see, you have many powerful tools to manage the platform, manage your team, and get a high-level view of the different activities within the platform. Those options will be explained in detail on the relevant article topic. Let's continue with our topic: How to customize a form?
By clicking on 'Data Types' on the Admin page you will be able to navigate directly to the 'Custom Input Mappings' screen. Scroll to the bottom of the page and click on 'New Mapping'.
General form configuration:
Start building your own form and type the following details:
Icon - dedicated icon for each form.
Input title - the form name.
Data Type - unique source name (type the 'input title' with underscores in place of spaces and with lowercase letters).
Description - provide a short description of this form.
Scroll down the page and continue to configure the form by deciding what other capabilities would you like to include on this form. Enable/Disable those capabilities according to your needs.
Advanced workflow customization: To activate and build a dedicated business workflow, please contact our customer support. Our experts will be happy to hear your needs, consult, and provide you with the best practice.
Once you've completed configuring the form settings, The next step is to design & customize the form layout and add the relevant fields for each row/section.
Customize the form layout: The form is structured by rows/sections. This means that you can have multiple rows within one form, but you need to create at least one row in order to customize the fields for it.
For example: In the screenshot below there are three rows: POC, Budget, and Tracker. The next step is to customize each one of the rows with the relevant fields.
Create a row: To create a row click on 'Add Row'...
As already mentioned, at least one row should be created in order to proceed with the form fields customization.
You can leave the row's title empty and just click on 'ADD' at the bottom. If you want a row title, simply type the title description (see Title), the required alignments (see Align), the text color (see Color), the header size (see Variant), and other options that you can enable/disable.
Row's fields: Now you will customize the fields under this row. Simply click on 'Add Fields' under a specific row...
The following pop-up window will open:
Type the field name that will be displayed on the form, select the type (text, number, date, drop-down and etc.) and in the 'source value' simply copy the field name in lowercase letters and use underscores in place of a space.
Keep in mind that if you select a simple-select or multi-select field type, you will type the different selection options as shown in the screenshot below:
Preview (on the feed): The last step is to configure what fields will be displayed on the main feed as a preview for the entire form when it's created or modified.