Manage Connections

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

Editing Connections

To edit Connections in Infoveave

1. Click on Connections from the navigation menu to access Infoveave Alerts
2. Locate the Connection you wish 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 save all the modifications made to the Connection.

Sharing Connection

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

1. Click on the icon to share the Connection with the team/role.
2. Choose the sharing method, select between the available options. Share with User or Share with Role.
3. If you choose Share with User, go to the Share with Users. From the share dialogue box, select the user(s) you want to share the Connection with.
4. If you want to share the Targets and Thresholds with all users, select the Share with Everyone option.
5. If you choose Share with Role, switch to the Share with Role. Pick the roles you want to share the Connection with from the share dialogue box.
6. To remove a specific user or role from the shared list, uncheck the corresponding checkbox.
7. Click Save to share your Connection with the selected users/roles.

Note

• Share with Everyone option give the access of the shared entity to all users along with new users.
• Shared individuals will receive a notification after the successful share.
• To stop sharing, simply unselect the users/roles.

Tip

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

Moving to Folder

To organize your Connection under folders

1. Select the Connection you want to move by clicking on the Move to Folder icon.
2. Choose the desired folder from the dropdown menu.
3. 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 move to folder icon and selecting Root folder.

Adding Description

To add a description to your Connection, follow these steps

1. Select the desired Connection.
2. Click on the Add Description option.
3. Select the Rich Text Editor.
4. Fill in the necessary information in the provided fields
   • Tags Add any relevant tags to categorize your Connection.
   • Description Enter a description that provides a brief overview or explanation of the Connection.
   • Content Include any additional details or notes related to the Connection.
5. Click Save to save the description.

Note

The editor automatically converts text in Markdown language to the relevant text format.

Deleting Connection

To delete a Connection in Infoveave, follow these simple steps

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

Caution

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