Management
QR code Management for Workspace Admins
Overview The new Static QR Code feature allows workspace admins to generate and manage QR codes within the workspace management area. These QR codes can be used to quickly access specific links, resources, or content within the platform. This feature ...
Analytics - Power Bi
Connecting frontline.io to Power BI Power BI integration allows you to generate reports and analyze data directly within Frontline.io. To enable this feature, follow the steps below to connect your Power BI account and select relevant reports. Power ...
Guest Users
Introduction: Guest users are designed for temporary, controlled, and limited interactions with the system. Their role focuses on accessing predefined resources or services without requiring registration. Temporary Access via Link Guest users are not ...
Workspace Production: Staging
(user role: Workspace Owner or Admin) The staging process outlines the journey of frontline.io content, progressing from the development scene to the production workspace. This workflow involves four distinct workspaces, each dedicated to a specific ...
User Management: Active and Inactive Users
Automatic User Removal Our Automatic User Removal feature is designed to streamline your workspace by removing inactive users after a set period. This functionality ensures a dynamic and engaged user base, keeping your workspace relevant. An active ...
Administrative Roles
In the Administration Category, there are several roles managing the company workspace, the users and analytics. Analyst Owner Admin Super Admin Analyst Issue (scheduled) reports of activities of users, either per user or per project. Owner Owner The ...
Sub-Workspaces with frontline.io
frontline.io's sub-workspace structure system enables creating a tree-shaped structure of channels and customers that mimics the field organization. The establishment of the sub-workspace framework is orchestrated by a designated Super Admin. This ...
frontline.io Connectivity and Integration
At frontline.io we support the connectivity and integration with 3rd party applications, like CRM, LMS, ERP, and others. We understand that some integration projects may require a more detailed map of requirements specific to each customer's needs. ...
frontline.io - End User Access Options to Content
End User Access Options to Content frontline.io provides several solutions for training and support. This article deals with one of these solutions, the access to content, like Interactive flows and the use of Digital Twins by end-users. End-users ...
User Management - User Roles
User roles are tailored to meet the specific needs of each user. Each role is equipped with a comprehensive set of tools to perform its functions effectively. The available roles include: External Operator Operator MR Field Service Engineer Service ...
User Management - Policy
Overview frontline.io offers solutions, for content creation, remote support, and training. The user can enjoy all these capabilities frontline.io has to offer. However, not all these solutions are available to all users. In this policy, we will ...
frontline.io Web - Login: Reset Password
Go to frontline.io Login to frontline.io Web Version Click on: Forgot your password? 4. Add your frontline.io user email address. Click Request password reset A Reset frontline.io Password mail is sent 5. Click Rest Password button in the mail 6. ...
Inviting a Collaborator into a Project
Inviting a new collaborator Project collaborators 1. Enter the intended project 2. Click on "Collaborators" tab 3. On the top of the page insert the intended email 4. Click on "Add collaborators" button The user has been added as a collaborator to ...
Inviting New Members into a Workspace
IMPORTANT: Adding a new member to the workspace and defining the user's role within the workspace is done by the workspace administrator. Inviting a new user Inviting a new member can be done from the Workspace Management: Users tab under Workspace ...
Interconnecting frontline.io to docebo (LMS)
Interconnecting frontline.io with docebo LMS frontline.io and docebo LMS full integration enables running frontline.io tasks from docebo and getting feedback back to docebo, this guide is divided into two parts. Obtain link at frontline.io to be ...