Getting Started — For Admins

How to orient yourself in the backoffice and get your first application running

Getting Started — For Admins

This guide is for business users and administrators who work in the backoffice to configure applications, manage data, and set up workflows. You do not need to write code to use the platform.

The backoffice

The backoffice is your control panel. It runs at the URL your team has been given (typically your-domain.com/backoffice). Log in with your account credentials.

The main areas you will use:

Section What it's for
Applications Create and configure the applications your users see
Data Types Define the structure of your data (contacts, tickets, tasks, etc.)
Actions Build automated workflows
Storage Manage file storage providers
Users Manage team members and app users
Settings Project-level configuration

First login — onboarding flow

When a new user logs in for the first time and has no projects yet, the backoffice automatically redirects them to /projects/new so they can create their first project immediately. This happens on every visit to the dashboard (/) as long as the user has no projects.

Once the user has at least one project, the redirect no longer triggers and the normal dashboard is shown.

Disabling the redirect for specific users

Admins can suppress this redirect for individual users by enabling the "Project Creation Disabled" flag on their account. When this flag is set, the user lands on the regular dashboard even if they have no projects — useful for users who should not create projects themselves (e.g. read-only accounts).

To set this flag: go to Users → [select user] → Edit → Project Creation Disabled.

First steps

1. Create a data type

A data type defines what a piece of data looks like — for example, a "Contact" with fields for name, email, and phone number.

Go to Data Types → New and choose a template to start from, or build one from scratch by adding fields.

2. Create an application

An application is what your users see. It has pages, and each page is made of widgets.

Go to Applications → New Application. Give it a name and choose whether it is internal (backoffice users) or public-facing.

3. Add pages and widgets

Inside an application, add pages. Each page is built by placing widgets onto a canvas. Widgets include:

  • Data tables and grids
  • Input forms
  • Charts and counts
  • Navigation menus
  • Custom views

4. Set up user access

Configure which user groups can see which applications and pages under Settings → Registration Control and User Types.

5. Automate with Actions

Use the Actions section to build workflows that run automatically — for example, sending a notification when a record is created, or transforming data when it is saved.

→ See the Actions User Guide for a walkthrough.

Key concepts to understand

  • User types: your team ("employees") and your customers ("app users") are managed separately. Learn more
  • Opt-ins: you can require users to accept terms before registering. Learn more
  • Default dashboard: every new project gets a default dashboard that you can customize. Learn more
  • Storage: file uploads need a configured storage provider. The default is set up for you. Learn more

Where to go next

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