Connect tour

This document is a basic guide to main the elements of the platform and how they are used.

Your Contract name (1) and status (2) display as static information at the top of the menu.

The Workspace dropdown (3) shows you what Workspace you are in. Click to see your available workspaces and select select the one you want to work from. Use a different workspace for each of your environments. For example you may use a staging environment to try out new integrations, as well as a live production environment.

A Contract Administrator can also create a new Workspaces (4) from this area.

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Analyze

This Analyze section includes different levels of logging to help you track platform usage.

Dashboard

The Dashboard (1) is the default page that displays when you open the Platform. It displays your:

  • Daily execution statistics (2).

  • A Runlog with tabs for your The past executions (3) and errors (4)

You can also use the Add new flow button on the dashboard (5) to start building a new flow.

Dashboard

Executions

Click the Executions (1) menu to view a simple history of each flow (2) that was executed on your platform. Use the filters (3) to help you find specific information.

Executions

Logs

Click the Logs (1) menu to access a more comprehensive set of information about activity on your platform. The full logging history (2) is available for every execution. Use the filters (3) to help you find specific information.

Logs

Integrate

This Integrate section gives you access to the pages you need to add and manage the flows that form the building blocks for your integrations.

Flows

A Flow is a workflow that defines how data in synchronized between 2 or more platforms. A integration between platforms may use a single flow or multiple flows. Click Flows (1) to manage existing flows and add new ones.

The Flows page displays all of the Flows configured in your workspace. Use the Search and filter (2) functions to find what you need.

Key information and actions are available for each flow:

  • The Flow status (4) indicates the current status of the flow

  • Click the Flow Name (3) to open it for review or editing

  • Use the available flow management actions to start (5), delete (6), run (7) or stop (8) a flow

Logs

For more information go to the Managing Flows page.

Credentials

This Credentials (1) page displays a list of Components (2) that may require Credentials to work.

  • The green circle with a number (3) represents the number of valid Credentials you have for a certain Component

  • Click any component to view or add credentials

Credentials

For more information go to the Credentials page.

Organize

Contract Admins can use the Workspace (1) page for workspace administration such as changing a Workspace name (2) or deleting a workspace (6). The page also enables the Admins to manage what users have access to the workspace. They can add existing contract members to the workspace, (3), review the member list (4), and edit or delete (5) members.

Organize Workspace

For more information go to the Managing Workspaces page.

Contract settings

The Contract Settings section enables the contract owner to manage access to the contract.

Members

The Members page (1) enables the Contract Owner to manage overall platform access. A list of all Contract Members (2) and their roles is available. Note that a user must be invited to the contract (through Experience Cloud) before they can be added to a workspace.

Members