Product Setup

Overview

Products include a wide range of interacting workflows, survey forms, master data, and other settings to meet solution requirements. We include a brief description of these tools so that you can get an idea of how they work and can be customized.

👤 Users and Access Roles:Create user accounts and grant access with role-specific permissions.

💿 Master Data:Manage master data that can be used in workflows, surveys, and automations.

⚙️ Customizations:Customize product workflows and surveys (on available plans.)

📡 Integrations:Integrate with other systems, like ERP, using our REST API tools.