Get to know Pitchly's most used features
What Are Workspaces?
Think of workspaces as customized filing cabinets for your organization’s data. They help you store and organize data in tables, which can be easily accessed by different users, teams, and applications.
Access Control
Workspace Administrators have the important job of managing who can see and use the data. They set permissions to control access for individual users or entire teams. The main goal of a workspace is to gather, organize, and provide access to data that’s important for a specific team or group of users.
Navigating the Table View
When you log into the platform and open a workspace, you’ll land in the Table View. This is where you can do several things:
Add New Records: Click on the New record icon, shown below. This will display a blank form for you to populate. When completing the form ensure that all required fields (indicated by a red asterisk) are populated prior to saving the record.
Edit Records: To change a record, find the one you want to edit. Click the arrows on the left side of that record to expand it. This will open the record so you can make your changes before saving them.
Import Data: You can also bring in data from a CSV file, but make sure it’s in UTF-8 format for compatibility.
How to Filter Data
You can easily find specific information using filters:
Search Across All Fields: Use the magnifying glass icon to search for one or more key terms. If you’re searching for multiple terms, separate them with commas.
Field-Specific Filters: Click the filter button to filter by individual fields. This lets you create detailed filter criteria based on multiple fields and conditions.
By using these filtering options, you can quickly create complex searches to find the exact records you need. Additionally, you can sort and hide certain fields to make your data easier to navigate. If you find a particular view helpful, you can save it for future use by selecting Save current view as new.
Navigating to the Apps window
To access the apps marketplace and view installed apps, navigate back to the admin home screen. From here, click on the Apps tab to the left side of the window.
What Are Applications?
Applications, like the Elements app, serve as tools that help turn your data into useful digital assets. With these applications, you can export your data into various formats such as PowerPoint, Word, PNG, and PDF. This flexibility allows you to share and present your information in different ways, making it easier to communicate insights and findings to others.
Navigating to the Users window
From the list of tabs on the left side of the admin home screen, select Users.
From here, you can manage existing users, create new teams, and send user invites. Click the resource links to learn more about each of these capabilities.
Explore actions within your organization
To monitor activity across your organization’s account, click the Activity tab from the list on the left side of the admin home screen. You will be presented with the following screen.
From here, track activity by date range, action type and user. Results can be exported into an Excel document, by clicking Export and can be shared with other team members. To learn more, please view this audit log article.
See what's new and available to you:
We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.