How to Customize Features for Your Needs

Learn how to tailor Velocty’s features to suit your specific workflows and goals.

Jamie Hari
Jamie Hari
October 16, 2024

Velocty is designed with flexibility in mind, allowing you to adapt its tools and features to match your team’s unique workflows. This guide will help you explore customization options to make the platform work best for you.

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Why Customize Velocty?

Tailoring Velocty’s features ensures you:

  • Maximize Efficiency: Focus on tools and data relevant to your role.
  • Enhance Collaboration: Set up workflows that align with your team’s needs.
  • Strengthen Security: Control access and permissions for sensitive information.

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Step 1: Personalizing Your Dashboard

Your dashboard can be customized to highlight key metrics and tools:

  1. Add Widgets:
    • Go to the Dashboard Home and click Customize.
    • Choose from a list of widgets like threat alerts, task progress, or audit summaries.
  2. Rearrange and Resize:
    • Drag and drop widgets to arrange them for better visibility.
    • Adjust widget sizes by clicking and dragging the edges.
  3. Save Your Layout:
    • Click Save Layout to ensure your changes are preserved.

Step 2: Configuring User Roles and Permissions

Tailor user roles to ensure team members only access what they need:

  1. Navigate to Account Settings > User Management.
  2. Select a user and click Edit Role.
  3. Assign roles like Admin, Editor, or Viewer, and customize permissions for:
    • Data Access: Restrict access to specific dashboards or reports.
    • Task Permissions: Allow or block task creation and editing.

Step 3: Automating Workflows

Streamline repetitive tasks with automation:

  1. Go to Workflows > Automations.
  2. Choose a pre-configured template or create a custom automation.
    • For example, set alerts for high-priority tasks or automate report generation.
  3. Define triggers, actions, and conditions to suit your needs.
  4. Save and test your automation to ensure it works as expected.

Step 4: Customizing Alerts and Notifications

Stay informed without being overwhelmed by customizing alerts:

  1. Navigate to Settings > Notifications.
  2. Choose how you want to receive alerts (e.g., email, SMS, or in-app).
  3. Customize notification preferences for:
    • Task deadlines.
    • Security alerts.
    • User activity updates.

Step 5: Adapting Security Settings

Maintain robust cybersecurity by adjusting system settings:

  1. Go to Settings > Security.
  2. Enable or adjust:
    • Two-Factor Authentication (2FA) for all users.
    • IP Whitelisting to restrict access to specific networks.
    • Password Policies to enforce strong credentials.

Step 6: Using Custom Reports

Tailor reports to display the data most relevant to your goals:

  1. Navigate to Reports > Custom Reports.
  2. Choose the metrics and timeframes you want to analyze.
  3. Save the report for easy access or schedule regular email updates.

Step 7: Requesting Additional Features

If you need functionality beyond the current customization options, contact Swyft Support:

  1. Go to the Help Center in Velocty.
  2. Submit a feature request with a detailed explanation of your needs.

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By customizing Velocty to suit your requirements, you can improve productivity, streamline collaboration, and maintain a strong security posture. Take control of your experience today!