What is Fusioo?

Fusioo is a collaborative online database that helps your team get work done, in one place.

Fusioo’s flexibility allows you collaborate with your team members and create your ideal workspace, without writing any code.

What is an App?

Apps can help you track and manage the information flowing through your team’s daily workflow.

You can create Apps to track and manage Projects, Tasks, Internal Articles, Sales Leads, Events, Client Feedback, you name it.

To learn more about Apps, make sure you check out the following detailed guide: What is an App?

Inviting users, managing roles and setting up access permissions

Fusioo helps you collaborate with your colleagues, clients and independent contractors in one place.

You can start using Fusioo’s granular role based permissions to control Role access levels. You can restrict App, Field and Dashboard access for certain Roles. This makes Fusioo attractive for larger teams, whereby you can share certain projects and tasks with clients and external contractors without divulging sensitive information.

Ready to get started? Learn how you get your team up and running and invite your colleagues, external contractors and clients on Fusioo.

Some key terminologies to get familiar with

• Apps can help you track and manage the information flowing through your team’s daily workflow. You can think of Apps like sheets in a spreadsheet. You can create Apps to track and manage Projects, Tasks, Internal Articles, Sales Leads, Events, Client Feedback, you name it.
• Fields give structure to your data. There are several different types of Fields. You can think of them as columns in a spreadsheet.
• Records - In Fusioo, each data item is called a record. For example, in a Tasks App, every single task you add is referred to as a record.
• Connected records - Records can be connected together by using an App Relationship Field. For example, let’s say you have a Projects and Tasks App in your workspace. By connecting the Projects and Tasks Apps together, you will be able to link (connect) certain tasks to specific projects.
• Dashboards help users visualize the structured App data through a combination of widgets. Whenever you create a new App, Fusioo automatically creates a default Dashboard.
• Widgets are the core components that make up a Dashboard. They help you visualize and summarize the data stored in your Apps.
• Workflows help you automate manual processes in an if-this-then-that format, so you can set it and forget it. When a new record is created or updated, or you reach a specific date, you can automatically send emails, in-app notifications, or webhooks to third-party applications.
• The Report Builder allows you to create custom reports from scratch, or start with a variety of pre-built templates. Quickly create reports like invoices, estimates, proposals, application forms, or various status reports to combine data and streamline business processes. You only need to create the report once, then you can print a fresh PDF file from different sets of data.
• Regular Users are allowed to update and create new Fusioo records. Every Regular User can be granted administration access which allows the User to manage the Apps, Security and Users in the account. Typical Regular Users include team members and external collaborators.
• Lite Users (read-only) are not allowed to update and create new Fusioo records. However, they can access data that has been made available to their Role. They can still be given access to manually triggered workflows to automate processes in Fusioo. Typical Lite Users include clients and independent contractors.
• Workspaces - In Fusioo, everything happens in your workspace. The workspace helps you navigate through your Apps, create new records and collaborate with other Users. Multiple Workspaces can become handy if you are managing and switching between multiple companies or departments that have nothing in common with one another.
• Saved Views - If you frequently filter your data to look at a particular segment, saved views are what you're looking for. With Saved views, you can save a set of conditions so that you don't have to create them from scratch every time. These filters are applied to all of the Widgets in a Dashboard.