Create a new app
- Go to the Collect home page.
- Click New Application.
Give the app a name, description, and owner
| Field | What to enter | Example | Notes |
|---|---|---|---|
| Name | The name of your app | Property Claims | Two apps can't share the same name. |
| Description (optional) | A description of your app | Captures claim notes and inspection details for property claims | |
| Schema | Fills in automatically from the app name; you can change it | Group all property-line apps in a PropertyLine schema, and all underwriting apps in an Underwriting schema | By default, each app gets its own schema. If you enter a schema name that matches an existing one, the apps will share it, unless you type a name matching the app's own name. |
| Owner | The app's creator, owner, or contact person | Dana Ruiz |
Fields that are required or contain invalid data are outlined in red; hover over the alert icon next to one for details.
- Click Save. The app appears as a new tile on the home page.
- Assign permissions so the right roles can use it.