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Documentation

Guides and reference for building on ActiveManage: designing datastores, generating forms and views, automating workflow, wiring up authentication and integrations, and running the platform day to day.

  • Getting Started — Get oriented and build quickly — what the platform is, the ideas that recur everywhere, and your first datastore.
  • Datastores & Data Management — Design the tables your application runs on — datastores, fifty-plus field types, custom fields and data importing.
  • Forms & Data Capture — Capture and validate user input with the forms engine, conditional logic, custom forms, query views and line items.
  • Browse Views & Layouts — Present data to your users: browse views, data layouts, the admin panel, document templates and the page builder.
  • Dashboards & Reporting — Report on your data and build dashboards from reusable blocks, with shared or per-user layouts and full styling.
  • Security & Access Control — Protect your application with security groups, layered permissions, IP and account banning, plus user verification.
  • Authentication & Sign-in — How people sign in: login modes, session handling, single sign-on, passkeys and the external identity providers.
  • User Management — Create and manage the accounts people sign in with, covering internal staff, external customers and their fields.
  • Multi-tenancy — Run many isolated customers on one install, with a choice of database models, sharding and full per-tenant settings.
  • Communication — Reach your users in whatever way suits: email in and out, SMS, live chat, video conferencing and push notifications.
  • Automation & Tasks — Automate work nobody should be doing by hand: scheduled tasks, cron-style jobs, sub-tasks and the workflow builder.
  • eCommerce & Carts — Sell from your application: product carts, Stripe payments, vendor applications and approvals, and discount codes.
  • Subscriptions & Feature Sets — Tier and monetise your application with features, feature sets, subscription packages and the recurring billing engine.
  • Booking & Scheduling — Take time-based bookings with availability rules and confirmations, and the business hours behind SLA due dates.
  • Files & Storage — Upload, store and serve files with local or S3 file stores, upload rules, import routines and media file conversion.
  • Site Searching — Configure what the site search indexes, which datastores and fields contribute, and how the results are presented.
  • Integrations & API — Connect ActiveManage to everything else — the REST API, API clients, table sync, OpenID Connect and the AI gateway.
  • Development & Customization — Extend the platform with custom code — the in-browser IDE, dependency management, deployments and custom fields.
  • Logging & Diagnostics — Audit what users did, monitor system health and capture errors, with activity, email, SMS and API logs plus traces.
  • Site Configuration — The global settings that shape the whole site — friendly URLs, SEO, the time zone, date formats and cookie consent.
  • Styling & Branding — Make the platform look like your own — colours, fonts, logo variants and the visual customisation available throughout.
  • Progressive Web App — Turn your application into an installable web app using service workers, offline caching and a custom web manifest.
  • Real-time & Connectivity — Push live updates out to connected browsers over Websockets, and hook your own code into those real-time channels.
  • Internationalisation — Run your application in more than one language, from registering a locale through to translating every field label.
  • Management & Support — Build an in-app help centre of articles and videos so that your users can answer their own questions themselves.
  • eLearning & Training — Host and track SCORM, xAPI and cmi5 training content, and report on who has completed what, when and with what score.
  • ERP — A full ERP layer — ledger, stock, documents, projects, pricing, assets, EDI and analytics — configured from five ERP sections in the Architect Panel and working against the datastores you already des…
  • Case Management — Per-record access and clearance, teams and allocation, statutory deadlines, correspondence in and out, duplicate detection and conflict checking, and retention with legal hold.
  • Messaging, Letters & Meetings — Send and receive SMS and WhatsApp across seven providers, post physical letters through a print provider, and run meetings with Teams or Google Meet invites.
  • AI, Agents & Machine Interfaces — Expose your application to AI models through MCP, accept delegated work from other agents through A2A, publish an OpenAPI specification, and keep building with the AI Builder.
  • Business Intelligence — A semantic layer over any datastore, the Query Builder and Explore for asking questions of it, record panes, dashboards, scheduled delivery and a read-only dataset API.
  • CRM — Pipelines, campaigns, consent and duplicate management — built over datastores you define rather than a fixed contact model.
  • Mobile Apps — Native iOS and Android apps built from screens you design in the platform — capabilities, builds, store releases, devices and push.