Administering

Understand the roles and permissions level for each role.

Roles-and-permissions

Customize the appearance of your applications that suit your organization's branding.

Tailoring-the-application-skin-and-brand

Embedding-BMC-Helix-Innovation-Studio-views-in-external-applications

Sets list of attachment file types that are allowed and disallowed in the environment.

Allowing-or-disallowing-attachments-by-type

Set up data in your application to create a Foundation business model that can be used by your applications or load Foundation data in bulk.

Setting-up-Foundation-data-for-custom-applications

Import and export custom record data or Foundation data in bulk in your applications.

Exporting-and-importing-custom-record-data-in-applications-by-using-Data-Management-Console

Address the personal data protection and privacy requirements associated with the General Data Protection Regulation (GDPR).

Addressing-data-privacy-requests

Set up user accounts and grant access to manage and maintain the system.

Managing-user-access-and-permissions

Define application events and event statistics to generate application usage reports.

Tracking-application-events-to-generate-usage-reports

Configure incoming and outgoing mailboxes, and the steps to create templates.

Configuring-email-profiles-and-templates

Configure additional FTS settings to refine the search results.

Configuring-full-text-search-to-refine-the-search-results

Updating centralized configuration settings to store the configuration data at a common location that can be accessed across multiple servers. 

Updating-Centralized-Configuration-settings

Assign application licenses to users, so that the users can legally use the application.

Assigning-application-licenses-to-users

Create deployment packages to deploy codeless applications in development, test, or production environments.

Deploying-codeless-applications

Adding-webhooks

Monitor the consumption of cognitive service, download the consumption reports, and configure email notifications that are sent when the consumption exceeds the specified threshold.  

Measuring-the-cognitive-service-consumption

Localize fields of a record definition so that the end users of an application can view the application data in their locale during run time.

Localizing-field-values

Defining-connectors-for-process-automation