Platform Essentials
Get your platform set up right and keep your team running smoothly. This section covers the foundational settings and management tools that help you maintain an organized, efficient workspace—from customizing your digital business card and understanding your dashboard to managing users and following asset best practices.
- Add Links and Voice Memos to Your Tour
- Share Event Diagrams with Clients
- Manage Diagrams in Your Asset Library
- Get Started with Diagramming: Explore Your Spaces
- Create and Edit Event Diagrams
- Save Your Progress: Understanding Draft Status
- How to Customize Your Business Card
- How to Manage Users
- Image Quality and File Requirements
- Understanding User Roles
- Understanding Your Dashboard