This article will cover the following topics:
- The Navigation Panel
- Notifications
- Account Settings
The following navigation items are available from any screen in the Formation app.
The Navigation Panel
The navigation panel is located on the left-hand side of the app and will direct you to all of the Formation tools you have access to.
NOTE: The tools available in your navigation panel may be different based on the permissions level for your account.
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Under Campaigns, you can select to view all campaigns in a specific state:
Select Create Campaign to begin configuring a new campaign.
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Under Your Organization, you can adjust platform-level settings.
Click Documentation for quick access to this documentation portal. |
Additional navigation options can be found in the top right corner of the app dashboard, where you'll see the Notifications icon and your user name next to the
icon.
Notifications Icon
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When you have new notifications, a red circle will appear on the notifications icon. Simply click the icon to view the messages and follow embedded links to take any necessary actions. |
Account Settings
Clicking on your name in the right hand corner near the icon will open a page where you can edit your name and email address, upload a photo, view your app roles, and reset your password.