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Data Management
Explorer (Home)
Admin
Agency and Company Management
Data Management
Business Process
Automation
Analysis
Dashboards
Networks
Data Toolbox
iQ Social
Frequently Asked Questions (FAQ)
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Helpdesk
Admin
Data Management
Explorer (Home)
Admin
Agency and Company Management
Data Management
Business Process
Automation
Analysis
Dashboards
Networks
Data Toolbox
iQ Social
Frequently Asked Questions (FAQ)
Admin
Find information about agencies, users, data structures, business processes, company settings and usage metrics.
Agency and Company Management
Create and Edit Users on iO
Adjust your Company Settings
Track your License Usage Metrics
Create a Company Inside an Agency
Add Account Managers to Child Companies
See more
Data Management
Create a Data Structure
Field Options in AKTEK iO
Import Data from Files
Manage Data Access within your Reports
Perform Advanced Actions on your Reports
Limit Access Across All your Reports Using Tags
Add Conditional Coloring to your Reports
Add Customized Translation to your Reports
See more
Business Process
What is Business Process?
Design Business Processes
Input Data on your Business Process
Automation
Apply Formulas on Existing Records
Extract Records of Interest
Transform a Text/Fixed Option Field into a Reference Field
Transform Reference Fields into Text Fields
Update Records of Interest
View your Automation Jobs Status
See more
