You can find the pre-configured System apps workspace on the ELMA365 main page.
System apps workspace acts as a database that can be used for work in different system workspaces. The data is sorted into separate apps for convenience.
By default, several apps are pre-installed in the workspace:
- My legal entities. This directory is designed to store the details about the legal entities of your company. It is convenient for such processes as the contract execution, deals management, etc.
- External users. This app stores the users who can work in ELMA365 through the service portal interface. Read more in the External Users article.
System apps have standard app properties. To add a new item, click +Item name, for example +Legal entity, and fill out the form.
Now you can use these details in other apps and business processes.
Add a new system app
You can add as many different apps as you need. For example, bank accounts, partners, regular customers, etc.
Only the users in the Administrators group can add new apps.
To add a new app, click +Add button in the workspace left menu. Then configure it, just like any other new app: name it and add the fields you want.
System apps workspace has standard workspace properties. You can associate it with a business process, configure the document templates, add user groups, etc. To open the settings window, click the gear icon next to the workspace name.
Please note that the export of the apps associated with the System apps has a few exceptions:
- If you associate an app with the My legal entities directory, you can export it without any limits.
- If you create a new system app and associate it with another app, a conflict will occur when exporting.
Read more in the Exporting App article.
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