Tool Setup

Step 1: Under 1 Setup tab, click on Tool Setup. 

Step 2: Fill in or edit the tool metadata fields as needed. 

• Name of Tool: Enter a clear, descriptive title.

• Tool Description: Provide a summary of the tool's purpose.

• User Instructions: Add guidance to help end users operate the tool effectively.

• Tool's Feature Image: Upload a visual thumbnail for the tool.

• Tool's (Generate) Button Text: Customise the primary action button label.

Step 3: Select the relevant Tags & Categories from the dropdown list.

Note: Categorising and tagging tools allow users to search, filter, and reference them more easily across the platform.