Access the Template Settings by clicking the action menu icon (3 dots) in the upper right-hand corner of the page and then clicking the ‘Settings’ option. App: the name of the app. Shown in the settings of all instances of the template. App API Name: the API name of the…
Templates Instances App Admins can define the formatting and logic that applies to all instances. Specifically, they can: Add and reorder tabs Add, modify, remove sections Adjust section formatting and behavior settings Enable roles Create and edit form fields (i.e., attributes) Configure editability, visibility, and business rules Solution participants add…
When you configure an app using Shibumi, the first step is to define the Solution Structure. To do so, you identify the information to be collected by the solution and determine how the information relates hierarchically to the other information being collected. For example, the solution to the right includes…
Overview To interact (create, edit, view, delete, etc.) with a work item in Shibumi users must be assigned to a role that has permission to access the work item. Permissions are inherited downwards which means a user assigned to a role on a work item will have access to the…
The Notifications Tab has configuration options that allow the Enterprise Administrator to assign what notifications will come through Shibumi. When checking or unchecking notification options, be sure to click “Save” to apply settings. Note: By default, all notifications are enabled. Role assignment notifications: users will receive a notification when they…
Overview The Internal Users and External Users tabs in Enterprise Administration provide lists of users you can manage. The Internal Users tab shows all users with domains that are owned by the enterprise. The External Users tab shows all users with access to the enterprise, but whose domains are not…
The Security Tab allows Enterprise Admins to customize their security preferences for the enterprise. Login / Access The Lockout Count field designates the number of login attempts allowed before users are locked out of their accounts. Additionally, Enterprise Administrators can require non SSO-controlled users to setup multi-factor authentication before granting access….
On the Navigation tab, App Admins can configure Navigation Trees that will appear in the Navigation Sidebar. To include instances of a template in a Navigation Tree click “Add to Navigation Tree.” Select the template to add. Choose either Active or All from the “Show” dropdown menu. “Active” will display…
Overview Access Enterprise Administration Settings by hovering over the user icon in the bottom left corner of the Navigation Bar and clicking Enterprise Administration from the menu that appears. This option will only be available to users who have been assigned the Enterprise Administrator role. The General Tab will open upon…
At the Enterprise level, there are three general user categories: Users Any user that has been invited to an application work item or template in an enterprise will be listed as a User. Administrators Each Enterprise will have one or more users designated as Admins. If a user is an…