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Setup: Trial Quick Start Guide

Getting Started

Welcome to our comprehensive guide on building an analytics portal in Curator —a powerful tool that will empower you to make data-driven decisions and unlock valuable insights within your organization. In today's data-driven world, the ability to harness and interpret information is crucial for staying ahead of the competition and optimizing business processes. Whether you're a seasoned developer or a novice enthusiast, this step-by-step tutorial will walk you through the process of creating an analytics portal, integrating data sources, adding dashboards, and designing an intuitive user interface. Get ready to transform your data into actionable knowledge and unleash the full potential of analytics with our easy-to-follow instructions and best practices. Let's embark on this exciting journey of building your very own analytics portal!

First Steps

You’ve just reached out to an InterWorks Account Executive and have had a free trial set up.

You should have received an email that looks like this: trial screen

Front End vs Admin

The front-end login will direct you to your portal and show you what your end users will see. The default URL should appear as companyname.portals.interworks.com and is fully customizable.

The admin login will lead you to administrative settings and the URL should appear as companyname.portals.interworks.com/backend. The administrative settings are where you will build your analytics portal, control your authentication, and manage your users.

Click on the Admin login and continue to the Admin Settings below.

Admin Settings

After entering your username and password, you should enter a screen that looks like this: Curator home dashboard

Admin Menu Options

To the left, you’ll see the menu options. They are categorized into 4 sections.

  1. Content: Pages, files and navigation
  2. Tableau: Dashboards, filters and parameters
  3. Integrations: Tableau Server connections and user group syncs
  4. Settings: Curator settings, upgrades, security and users

Update your Account Information and Password

In a Curator trial? Go ahead and navigate to the next page on Setting Up Your Portal. If you change your trial credentials then we will not be able to easily troubleshoot issues for you!

If you are working on setting up your own instance, then go ahead and update your account information and password from the defaults.

To do this, click on your icon on the top right, and update your First Name, Last Name, and Password. backend user account page

Click the save button to apply your changes.