System Settings allows an Integrator-Partner to configure default settings for a Customer Account.
General | Credentials |
Integrations |
Integrations Tab
The Integrations tab in System Settings displays all available Integrations for PDK.io. After initially tapping/clicking on the Integrations tab, the 'Available' and 'Visible' Integrations will be displayed.
- Available Integrations are Integrations that a Partner with Integrator Permissions has not activated for the Customer Account
- Visible Integrations are Integrations that a Partner with Integrator Permissions has activated for the Customer Account and are ready for further configuration.
Each integration will show its icon and if the Integration is Disabled or Enabled.
To begin the configuration of an Integration, the Installation Partner will need to tap/click the Settings button for the Available Integration to be configured. After tapping/clicking the Settings button, this will expand the options out of the bottom edge of the selected Integration. Several new controls will be available for use in the controls below the Integration.
Tapping/clicking on Visible to Admin will change the Integration from Available to Visible.
Once an Integration has been made Visible, any Partner with Admin Permissions for the Customer Account will be able to see that the Integration is available for use.
Once an Integrations is Visible, tapping/clicking the Enabled control allows a Partner with Integrator Permission can configure the settings for the Integration. This is done by tapping/clicking on the Configure button that is displayed after the Enabled control is tapped/clicked. This will open the Configuration window for the selected Integration.
Once an Integration is Enabled, tapping/clicking the Configurable by admin control allows Partners with Admin Permissions to also access the Configure button and the associated settings for the Integration.
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