How to configure Endpoint for Verify/Connect

This document provides step-by-step instructions to configure Endpoint in the Oloid Portal.

Updated over a week ago

Steps to configure Endpoint:

  1. Log in to the Oloid Portal.

  2. On the home page of the portal, click Endpoints on the left menu panel.

    The Endpoints page is displayed.

  3. Click on an endpoint name to edit from the listed endpoints.

    The Endpoint details page is displayed.

  4. Do the following:

    Transaction tab: You can view the transaction for the endpoint.

    Settings tab:

    1. Endpoint Settings:

      1. Edit Endpoint Name (optional).

      2. Enter Endpoint Description (optional).

      3. Enter time-zone from Timezone dropdown (optional).

        Note: If Endpoint time zone is not specified, by default the endpoint takes the time zone specified for the application.

      4. Enable Capture Location toggle button to activate the 'Location Capture' on the endpoint for each transaction.

        Note: The Endpoint device 'Location Permission' must be enabled.

      5. Click Save.

    2. Groups: Add Group to Endpoint.

    3. Web Button: Turn on Enable Web Button toggle button to view transactions.

    4. Integration: Enable Integrations to perform cloud-based actions.

    5. Configure tab: Enter integration in the Integration Name field and enter URL in the Add URLs that needs to be monitored field.

    Health Response tab: You can check the health status of the endpoint.

    Insights:

    You can view number of active users and endpoint transactions.

    Health:
    In this section, you can see the endpoint status, check health of the endpoint and configure health alert. For more information on health alert, see How to configure health alert for an endpoint.

    Endpoint Location:

    In this section, you can set endpoint location. For more information on adding location, see How to add location to the endpoint.

    The endpoint is configured.

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