How do you connect Databox as an App?

Myles Dean
Myles Dean
  • Updated

Databox pulls all of your data into one place so you can track performance and discover insights in real time. You can connect Databoards by following the instructions below:

Connecting Databox

    1. Go to App Setup, and click Add New in the top right corner.
    2. Click Add under Databox
    3. Set a title and icon that represents the App.
    4. We're going to set this up as a manual App so that we can embed different data for each client.
    5. Next, click Add. It will take you to the App's page, where you can set the embed for each client.
    6. Click Connect App under a client.
    7. Leave this as Show as embed so that the client isn't directed outside of the portal.
    8. Next, go to your Databox Databoards page:
      • To share a Databoard, hover over the desired one and click Share.
      • A window will open. Under the Shareable Link Tab, click Copy next to the URL box.
    9. Go back to the App setup page and paste the copied link into the content box.
    10. Click Save.

Client Experience

    1. To check if clients can view the App properly, click on Client Experience in the bottom of your sidebar, and the click Open portal. This will open the client experience in a new tab. You'll need to have a test client setup in order to log in as a client. Click Here to learn how to set up a test client account.
    2. Once logged in, click the App on the sidebar to preview the client view.

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