Creating a Suite
Updated on Jul 21, 2020
Let’s think big picture for a moment! Any given Onit client might use our platform to solve between one and many dozens of different business problems. From tracking legal spend, to budgeting, to accruals, to expense reports the range is far and wide. As a result, an Onit environment might contain lots of different Apps and Records.
This is great news for the client as a whole, as it means that Onit is orchestrating their business and providing tons of value. For individual end-users, however, lots of Apps and data can be overwhelming to navigate. Ideally, each end-user will be presented with a UI that only shows them the Apps and Records that they actually care about, as well as charts and tables that spot trends and highlight their action items and key metrics. And that’s where Suites come in!
Suites act as a user’s Onit homepage, the first page that a user sees when they log in. On this homepage each end-user sees a curated collection of “widgets” that list and link to Records that a specific user cares about - for example, invoices pending the user’s approval or legal matters upon which the user is a Participant. In addition, Suites provide a slide-out sidebar menu that gives the user access to a curated list of Apps, links, and reports that the user in question uses. As an Apptitude Developer, you can create multiple Suites, one for each type of user (e.g., one Suite for attorneys and another for paralegals) and/or you can create different Suites for different business problems (e.g., one Suite for budgeting and another for accruals).
In this tutorial we’ll explain how to build and configure Suites.