Managing Connections

Manage all your Connections in one place. Edit existing ones, share them, organize them into folders, add descriptions, and delete Connections when they are no longer needed. This comprehensive management system ensures that you have full control over your Connections.

Editing a Connection

To edit a Connection in Infoveave.

1. Navigate to Administration Connections.
2. Locate the Connection you want to edit.
3. Click on the Edit icon associated with the Connection.
4. Modify the required fields based on the type of Connection created.
5. Click Save to apply all the changes made to the Connection.

Sharing a Connection

You can share your Connection with other users or roles in Infoveave. Follow these steps to share your Connection.

1. Navigate to Administration Connections.
2. Locate the Connection you want to share.
3. Click on the Share icon to share the Connection with the team or role.
4. Choose the sharing method. Select between the available options. Share with User or Share with Role.
5. If you choose Share with User, select the user or users you want to share the Connection with.
6. If you want to share the Targets and Thresholds with all users, select the Share with Everyone option.
7. If you choose Share with Role, pick the roles you want to share the Connection with from the share dialogue box.
8. To remove a specific user or role from the shared list, uncheck the corresponding checkbox.
9. Click Save to share your Connection with the selected users or roles.

Tip

• The Share icon will be Blue in color when shared with all.
• The Share icon will be Green in color when shared with a few.

Moving to a Folder

To organize your Connection under a folder.

1. Navigate to Administration Connections.
2. Select the Connection you want to move by clicking on the Move to Folder icon.
3. Choose the desired folder from the dropdown menu.
4. Click the Save button to finalize the move.

Tip

• You can drag and drop a Connection to any folder to move it to that specific folder.
• You can also remove a Connection from a folder by clicking on the Move to Folder icon and selecting the Root folder.

Deleting a Connection

To delete a Connection in Infoveave, follow these simple steps.

1. Navigate to Administration Connections.
2. Find the Connection you want to delete.
3. Click on the Delete icon .
4. Type the specified text from the warning message in the provided text field.
5. Alternatively, you can copy the text from the icon and paste it in the text field.
6. Once you have entered the correct text, click on Delete.

Caution

Please be cautious when deleting a Connection, as it cannot be recovered once deleted.