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  • Tonkean
  • Platform
  • Community
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  • Get Started
    • Tonkean Platform
      • What is Tonkean?
        • What is a Solution?
          • What is a Module?
            • What is a Business Report?
            • Navigate Tonkean
              • Solutions Studio
                • Enterprise Components
                  • Business Reports
                    • Runtime
                    • Quick Start Guide
                      • Build Your First Solution
                    • Maker Playbook
                      • Create a Solution
                        • Create a Module
                          • Create and Manage Fields
                            • Basic Fields
                            • Manual Fields
                            • Matched Entity Fields
                            • Formula Fields
                              • Global Fields
                              • Set Up Actions
                                • People Coordination
                                  • Ask a Question
                                    • Ask for Status
                                      • Send Update Form
                                        • Ask for Information
                                          • Approval Cycle
                                            • Ask for Next Steps
                                              • Assign Owner
                                                • Send Notification
                                                • Workflow
                                                  • Update Field
                                                    • Ops Module
                                                      • Text Analysis (NLP)
                                                        • Train
                                                          • Create Sub Items
                                                            • Delay
                                                              • Wait Trigger
                                                                • Iterate Related Items
                                                                  • Text Extractor
                                                                    • OCR Conversion
                                                                    • Data
                                                                  • Set Up Triggers
                                                                    • Item is Added
                                                                      • Match Conditions
                                                                        • Field Changed
                                                                          • Form Filled
                                                                            • On Scheduled
                                                                            • Create and Manage Forms
                                                                              • Add a Create Form
                                                                                • Add an Update Form
                                                                                  • Collect Inner Items Forms
                                                                                    • Upload File Forms
                                                                                  • Add Matched Entities
                                                                                    • Create a Matched Entity
                                                                                    • Create and Manage Training Sets
                                                                                      • Create a Training Set
                                                                                        • Configure a Text Extraction Training Set
                                                                                          • Configure an NLP Search Training Set
                                                                                            • Use Training Sets in a Module
                                                                                          • Admin Playbook
                                                                                            • Connect Native Data Sources
                                                                                              • Manage Data Sources
                                                                                                • Email Inboxes
                                                                                                • Connect Custom Data Sources
                                                                                                  • Create a Webhook Connection
                                                                                                    • Create a Manual Custom Data Source
                                                                                                    • Create a Custom Data Source with CSV Upload
                                                                                                  • Manage Users
                                                                                                    • Connect an Identity Provider
                                                                                                      • Connect an Okta Directory
                                                                                                    • Create and Manage People Directories
                                                                                                      • Create a People Directory
                                                                                                        • Assign Business Groups to Environments
                                                                                                        • Add Group Communication Methods
                                                                                                    • Business Reports and Metrics
                                                                                                      • Create Key Metrics
                                                                                                      • Runtime Jobs
                                                                                                      • Resources
                                                                                                        • Data Sources
                                                                                                          • Google Sheets
                                                                                                            • Slack
                                                                                                              • Salesforce
                                                                                                                • Okta
                                                                                                                • Security and Data
                                                                                                                  • Architecture and Stability
                                                                                                                    • Data Monitoring
                                                                                                                      • Permissions and Access Control
                                                                                                                      • Frequently Asked Questions
                                                                                                                      • Release Notes
                                                                                                                        • Reference
                                                                                                                          • Formulas
                                                                                                                            • Numbers
                                                                                                                            • Date
                                                                                                                            • Boolean
                                                                                                                            • Strings
                                                                                                                          • Conditions
                                                                                                                            • Markdown Format
                                                                                                                              • Glossary
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                                                                                                                              • Navigate Tonkean

                                                                                                                              Navigate Tonkean

                                                                                                                              Log In

                                                                                                                              To log in to Tonkean, navigate to the Tonkean Sign In screen and select one of the available SSO options or enter your work email to generate a login email.

                                                                                                                              If your organization uses a private cloud or single-tenant cloud architecture, you'll see a different login screen.

                                                                                                                              If you're not using SSO and instead received a login token via email, I've got the code is displayed at the bottom of the screen. Select this text to enter the token and log in.

                                                                                                                              log_in_screen.png

                                                                                                                              Navigate Tonkean

                                                                                                                              When you first log in to Tonkean, you'll see the Tonkean Boards screen, containing all of the boards you have access to. For most users, this will only be one or two boards, while other users may have many. Select the board that you would like to work on to get started.

                                                                                                                              tonkean_boards.png

                                                                                                                              Once on your selected board, there are four main screens. The screen you're on displays beside the grid icon in the upper left, so you always know where you are as you traverse the platform.

                                                                                                                              The navigation menu, opened by selecting the grid icon in the upper left, grid.png, provides easy access to these four main areas of the platform:

                                                                                                                              Solutions Studio

                                                                                                                              The Solutions Studio screen is where the business process solutions and modules are created and maintained. It includes the graphical no-code interface where makers create the individual flows for the end-to-end process.

                                                                                                                              solutions_studio.png

                                                                                                                              Enterprise Components

                                                                                                                              The Enterprise Components screen is where enterprise components, the powerful building blocks used to connect and power solutions, are configured. These enterprise components are grouped into data sources, communication sources, people directories, and training sets. Enterprise components are shared resources that can be accessed and leveraged by multiple solutions.

                                                                                                                              enterprise_components.png

                                                                                                                              Business Reports

                                                                                                                              The Business Reports screen provides stateful real-time analytics that provide continuous visibility into the exact progress of a process transaction. The level of detailed granularity enables the ability to quickly locate areas of process delays for further refinements. Items are the pieces of data that the module will act upon during a transaction.

                                                                                                                              business_reports.png

                                                                                                                              Runtime

                                                                                                                              The Runtime screen offers a view into all of your workflows in Tonkean, regardless of environment. You can view high-level status of each module, toggle modules on and off as needed, and view any background processes that are running in your Tonkean instance.

                                                                                                                              runtime.png
                                                                                                                              In this section:
                                                                                                                              • Navigate Tonkean
                                                                                                                              • Log In
                                                                                                                              • Navigate Tonkean
                                                                                                                                • Solutions Studio
                                                                                                                                • Enterprise Components
                                                                                                                                • Business Reports
                                                                                                                                • Runtime

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                                                                                                                                Last modified: January 4, 2022
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