The Cloudsnap platform’s user interface provides a menu to choose the pages that appear in the display block. The menu groups options in four blocks: Resources, Integration Management, Advanced Services, and Administration.
Integration Management
When you log in, the MY APPS page opens with a list of all applications, or connectors, in the corporate account and whether they are active. The second tab is APP LIBRARY that contains all available connectors through Cloudsnap. See Add App to MY APPS.
MY APPS with APP LIBRARY
Integration Management also contains Workflows and Logs.
Workflows
The Workflows option contains MY WORKFLOWS with WORKFLOW TEMPLATES.
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Use MY WORKFLOWS to add and manage your workflows. See Workflows.
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Click WORKFLOW TEMPLATES to use a template with basic information already set up for a workflow. See Workflow Templates.
Logs
Go to Logs for overviews of workflow INSTANCES and API CALLS that have been processed. Each can be filtered by Status and date range.
Resources
The Resources group contain Release Notes, the Daily Digest, and a link to the Support Center in Zendesk.
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Releases contains notes about platform changes by date.
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Daily Digest contains data about each workflow instance for a workflow by Date and Status. See Workflow Daily Digest.
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Support Center is a link to Cloudsnap user documentation in Zendesk. See Help Center.
Advanced Services
Advanced Service contains
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File Upload: Go here to upload a CSV file.
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App Templates: see App Templates.
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Workflow Templates: See Workflow Templates.
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Data converters: See Data Converters.
Administration
The Administration group contains pages to manage users and their permissions and corporate settings.
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Users, see Create/Remove Users.
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Clients
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Permissions, see Manage Roles and Permissions.
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Audit Log reports on the tasks that users have conducted.
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Billing Details contains editable information about the corporation billing,
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Corporate Settings
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