Platform Docs

Simpli Platform Docs

Public docs for installing, configuring, and operating Simpli.

Get Started

Use Simpli platform docs when you need the tenant-side setup path for products, workspaces, workflows, and runtime operations.

Use Simpli platform docs when you need the tenant-side setup path for products, workspaces, workflows, and runtime operations.

For full tenant-admin setup, start with [Tenant Admin Reference](./06-tenant-admin-reference.md). It documents every configurable tenant surface in the Simpli app and intentionally excludes the platform dashboard.

Install a product

  1. Open Marketplace in the tenant app.
  2. Pick a product that matches the operation.
  3. Review included workflow docs before rollout.

Configure the workspace

Tenant admins configure workspace settings, identity, permissions, workflows, runtime views, reports, embeds, knowledge, support, audit, and archive from /workspace. Use the tenant admin reference as the checklist before inviting users.

Next steps

  • Link users to workflow docs from records and views.
  • Keep public platform docs in this repository.
  • Use tenant knowledge docs for customer-specific policies and workflow docs for operating procedures.