Quick Guide to Sleekplan
All you need to get started with Sleekplan
22 articles
🛟 Important linksDeveloper documentation, API reference and Feedback portal
E-Mails we send to your End-usersLern more about the emails we send to your end-users
Understand the Core Conceptℹ️ Understand Sleekplans basic concepts
Setting up ModulesEnable or disable the Feedback, Changelog, Roadmap ,CSAT,NPS and Survey Modules
How do we handle End-User Accounts?Your end-user don't need to create an account at Sleekplan itself
Admin roles and permissionsAssigning a role grants the user access to your Sleekplan Dashboard
How Sleekplan Sends Emails Safely and Reliably📨This article explains the measures Sleekplan takes to send emails to your users for them to reliably land in the inbox.
Install the Sleekplan WidgetInstall the Sleekplan widget on your web app
How to Customize Your App Widget AppearanceCustomize the appearance for your app widget, including logo, brand color , language, widget positioning , appearance and widget home screen
How to Customize Your Sleekplan Standalone WebsiteLearn how to personalize your Sleekplan standalone website by customizing colors, branding, layout, navigation, and content to match your brand identity.
Single Sign-On (SSO)Single Sign-On (SSO) options and where to use them
Setting up CategoriesGet started with custom categories
Setting up Status TagsGet started with custom statuses
Setting up a custom email sending domainSend email from the address of your company, or from any custom email address
Connect a Custom DomainDirect your custom domain to Sleekplan and connect it to your standalone board
Adding TeammatesHow to add, remove or delete a teammate?
Securing access to the Admin dashboard with 2FALearn how to enhance your account security by enabling Two-Factor Authentication (2FA) and customize your email notification preferences for feedback, updates, and Sleekplan news
Configuring Privacy Settings and End-User Access ControlsLearn how to configure privacy settings for your Sleekplan board, including public/private access options
Setting up the Home Panel in your Admin DashboardThis article explains how to use the Home panel in the Sleekplan Admin dashboard and how to customize it to fit your workflow.
Localize SleekplanLocalize Sleekplan to work with your preferred language
How to Edit Email layout and Email templatesThis article describes where to edit general email layout styling and email templates
Setting up the Action ScreenWhat is the Action Screen for and how to set it up