Applies to: All customers.
For Org Admins and back office users. Audience for this whole collection unless a step says otherwise.
Cloneable is set up once and then runs on its own. This overview walks the five things an administrator owns.
Not using Katapult? Skip the secrets vault and triggers below and start with your configuration and users.
The five things:
The secrets vault. Where you store the key that lets Cloneable talk to your Katapult account. Do this first.
Triggers. The automation that actually moves data between Cloneable and Katapult. You provide the key; Cloneable handles the trigger setup entirely.
Configuration. The reusable template that decides what your field crews see and collect.
Adding users. Roles, teams, and invites. Can happen any time, including while you wait on Cloneable to wire your trigger.
Analytics. The dashboards that show collection progress and crew productivity. Analytics now lives in the Work in the web portal section rather than this one.