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TaskForm

Flexible mobile apps for your business software

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Organization & Users

Taskform > Organization & Users

04/03/2020

Organisation Setup

You can manage your organisation via the Organisation Set up Screen This screen lets you maintain your organisation name and description. You can

04/03/2020

Adding a New User

When you click the “Users & Groups” link from the menu on the left. You will be taken to the User List page. This shows all Users that are

04/03/2020

Managing Users

After creating a new User, you will enter the Edit User page.  You can also enter this page for existing Users by rolling over the rows in the User

04/03/2020

Creating New Environments

When you add the Enterprise Toolkit option, your organisation account is effectively upgraded to what we call a Master account.The Master account is

04/03/2020

Copying Content Between Environments (via the Repository)

When using the Enterprise Toolkit to separate business units or functions into separate Environments, you may need to copy Screens, Data Sources, Docs

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