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App Management Guide

Overview​

An App represents a web-based application (e.g., Facebook, Salesforce) that typically serves a specific business purpose. Each App is a container for a collection of dashboards and supports role-based access control and branding customization.

Managing Apps​

To create, modify, or delete an App, follow these steps:

  1. Navigate to the Main Panel.
  2. Click the Bob logo in the top-left corner.
  3. Locate the dashboard row associated with the App you want to manage.
  4. Click Manage Apps from the dropdown menu.

Role-Based Access Control (RBAC)​

You can define and manage access permissions using roles for each App.

  • Roles: Define roles such as backoffice, finance, or admin.
  • Access Levels (per role):
    • Read Only: View dashboards but cannot make changes.
    • Read & Write: Full access including dashboard edits.
    • No Access: Restricted from viewing or editing the App.

This allows fine-grained control over who can access and modify App content.

Apps can be visually customized by uploading a custom logo:

  • The logo will appear on:
    • The login page for the App.
    • All associated dashboards.
  • Uploading a logo is optional but recommended for branding purposes.

Report Bugs, Request New Features, and Win $50 Every Month

We value your precious feedback. Please contact us when you find a bug or would like to request a new feature. (In the main panel, click on the bob logo on the top left corner, then in the Dropdown menu click on “contact for bugs or new features”). Every month we will select an “opinion leader” and reward him/her with $50 in cash.