# iObeya

> Knowledge base documentation for iObeya.

## Product

- [Documentation Release Note](https://help.iobeya.com/docs/release-note-documentation.md)
- [About iObeya](https://help.iobeya.com/docs/about-iobeya.md)
- [Mastering Gestures in iObeya](https://help.iobeya.com/docs/mastering-gestures-in-iobeya.md)
- [Setting up your Profile](https://help.iobeya.com/docs/setting-up-your-profile.md)
- [My Cards View](https://help.iobeya.com/docs/my-cards-view.md)
- [Room View](https://help.iobeya.com/docs/room-view.md)
- [Board View](https://help.iobeya.com/docs/board-view.md)
- [Creating a Trial Room](https://help.iobeya.com/docs/creating-a-trial-room.md)
- [Adding a Board to your Room](https://help.iobeya.com/docs/adding-a-board-to-your-room.md)
- [Managing Team Members](https://help.iobeya.com/docs/managing-team-members.md)
- [About Board Settings](https://help.iobeya.com/docs/about-board-settings.md)
- [Configuring Tools Dock](https://help.iobeya.com/docs/configuring-tools-dock.md)
- [Adding Elements to your Board](https://help.iobeya.com/docs/adding-elements-to-your-board.md)
- [About Contextual Menu Actions](https://help.iobeya.com/docs/about-contextual-menu-actions.md)
- [About Interaction Modes](https://help.iobeya.com/docs/about-interaction-modes.md)
- [About Utilities](https://help.iobeya.com/docs/about-utilities.md)
- [Using Keyboard Shortcuts](https://help.iobeya.com/docs/using-keyboard-shortcuts.md)
- [Getting Help](https://help.iobeya.com/docs/getting-help.md)
- [Glossary of QCD Module](https://help.iobeya.com/docs/glossary-of-the-qcd-module.md)
- [Understanding QCD Module Overall Structure](https://help.iobeya.com/docs/understanding-qcd-module-overall-structure.md)
- [Configuring QCD Letter Tool in the Dock](https://help.iobeya.com/docs/configure-the-qcd-letter-tool-in-the-dock.md)
- [Configuring Letters](https://help.iobeya.com/docs/configuring-letters.md)
- [Inputting your Indicator Values](https://help.iobeya.com/docs/inputting-your-indicator-values.md)
- [Frequency Compatibility Matrix](https://help.iobeya.com/docs/frequency-compatitbility-matrix.md)
- [Using QCD Pareto Chart](https://help.iobeya.com/docs/using-the-qcd-pareto-chart.md)
- [Using QCD Chart](https://help.iobeya.com/docs/using-the-qcd-chart.md)
- [Using QCD Table](https://help.iobeya.com/docs/using-the-qcd-table.md)
- [Using QCD Actions Table](https://help.iobeya.com/docs/using-the-qcd-actions-table.md)
- [Using QCD Action Card](https://help.iobeya.com/docs/using-the-qcd-action-card.md)
- [Managing Historical Data in QCD](https://help.iobeya.com/docs/managing-historical-data-in-qcd.md)
- [Creating an Action](https://help.iobeya.com/docs/creating-an-action.md)
- [Closing an Action](https://help.iobeya.com/docs/closing-an-action.md)
- [Viewing Actions and Managing your Action Plan](https://help.iobeya.com/docs/viewing-actions-and-managing-your-action-plan.md)
- [Escalating an Action](https://help.iobeya.com/docs/escalating-an-action.md)
- [Importing and Exporting Data](https://help.iobeya.com/docs/importing-and-exporting-data.md)
- [Creating a Consolidated View](https://help.iobeya.com/docs/creating-a-consolidated-view.md)
- [Trigger your Consolidated View](https://help.iobeya.com/docs/trigger-your-consolidated-view.md)
- [Displaying Results](https://help.iobeya.com/docs/displaying-results.md)
- [Consolidation Limitations](https://help.iobeya.com/docs/consolidation-limitation.md)
- [Using Lite Mode](https://help.iobeya.com/docs/using-lite-mode.md)
- [QCD Configuration Settings](https://help.iobeya.com/docs/qcd-configuration-settings.md)
- [About Gemba Walk](https://help.iobeya.com/docs/about-gemba-walk.md)
- [Accessing Gemba Walk Assistant](https://help.iobeya.com/docs/accessing-gemba-walk-assistant.md)
- [Creating a Gemba Checklist](https://help.iobeya.com/docs/creating-a-gemba-checklist.md)
- [Conducting a Gemba Walk](https://help.iobeya.com/docs/conducting-a-gemba-walk.md)
- [Overview](https://help.iobeya.com/docs/preparing-sso-on-an-iobeya-platform-overview.md)
- [Configuring Authentication Policy](https://help.iobeya.com/docs/configuring-authentication-policy.md)
- [Additional Resources](https://help.iobeya.com/docs/additional-resources.md)
- [Troubleshooting](https://help.iobeya.com/docs/troubleshooting.md)
- [SSO Parameters](https://help.iobeya.com/docs/sso-parameters.md)
- [Overview](https://help.iobeya.com/docs/platform-configuration-and-optimization-overview.md)
- [Preparation](https://help.iobeya.com/docs/preparation.md)
- [Installation](https://help.iobeya.com/docs/installation.md)
- [Configuration](https://help.iobeya.com/docs/configuration.md)
- [Hardware Requirements 4.31](https://help.iobeya.com/docs/iobeya-431-on-prem-hardware-requirements.md)
- [Software Requirements 4.31](https://help.iobeya.com/docs/iobeya-431-on-prem-software-requirements.md)
- [Overview](https://help.iobeya.com/docs/iobeya-431-on-prem-setup-and-maintenance-overview.md)
- [Overview](https://help.iobeya.com/docs/iobeya-431-on-prem-installing-iobeya-overview.md)
- [Step 1: Checking and Installing Technical Requirements](https://help.iobeya.com/docs/iobeya-431-on-prem-step-1-checking-and-installing-the-technical-requirements.md)
- [Step 2: Downloading iObeya On-Premise Package](https://help.iobeya.com/docs/iobeya-431-on-prem-step-2-downloading-the-iobeya-on-prem-package.md)
- [Step 3: Extracting and Configuring Webapp](https://help.iobeya.com/docs/iobeya-431-on-prem-step-3-extracting-and-configuring-the-webapp.md)
- [Step 4: Initializing Database](https://help.iobeya.com/docs/iobeya-431-on-prem-step-4-initializing-database.md)
- [Step 5: Configuring Application Server](https://help.iobeya.com/docs/iobeya-431-on-prem-step-5-configuring-application-server.md)
- [Step 6: Final steps](https://help.iobeya.com/docs/iobeya-431-on-prem-step-6-final-steps.md)
- [Step 7: Optional Configurations](https://help.iobeya.com/docs/iobeya-431-on-prem-step-7-optional-configurations.md)
- [Overview](https://help.iobeya.com/docs/iobeya-431-on-prem-upgrading-your-iobeya-platform-overview.md)
- [Step 1: Preparing your Environment](https://help.iobeya.com/docs/iobeya-431-on-prem-step-1-preparing-your-environment.md)
- [Step 2: Backing up your Environment](https://help.iobeya.com/docs/iobeya-431-on-prem-step-2-backing-up-your-environment.md)
- [Step 3: Practicing on a Test Environment](https://help.iobeya.com/docs/iobeya-431-on-prem-step-3-practicing-on-a-test-environment.md)
- [Step 4: Downloading iObeya On-Premise Package](https://help.iobeya.com/docs/iobeya-431-on-prem-step-4-downloading-the-iobeya-on-premise-package.md)
- [Step 5: Extracting and Configuring Webapp](https://help.iobeya.com/docs/iobeya-431-on-prem-step-5-extracting-and-configuring-the-webapp.md)
- [Step 6: Upgrading Database](https://help.iobeya.com/docs/iobeya-431-on-prem-step-6-upgrading-database.md)
- [Step 7: Upgrading Web Application](https://help.iobeya.com/docs/iobeya-431-on-prem-step-7-upgrading-the-web-application.md)
- [Step 8: Final Steps](https://help.iobeya.com/docs/iobeya-431-on-prem-step-8-final-steps.md)
- [Overview](https://help.iobeya.com/docs/iobeya-431-on-prem-monitoring-iobeya-using-jmx-overview.md)
- [Enabling JMX on Tomcat](https://help.iobeya.com/docs/iobeya-431-on-prem-enabling-jmx-on-tomcat.md)
- [Monitoring with JMX Console](https://help.iobeya.com/docs/iobeya-431-on-prem-monitoring-with-jmx-console.md)
- [JMX Attributes](https://help.iobeya.com/docs/iobeya-431-on-prem-jmx-attributes.md)
- [Installing or Updating an Add-on](https://help.iobeya.com/docs/iobeya-431-on-prem-installing-or-updating-an-add-on.md)
- [Overview](https://help.iobeya.com/docs/iobeya-431-on-prem-backup-and-restore-overview.md)
- [Backup your iObeya Data](https://help.iobeya.com/docs/iobeya-431-on-prem-backup-your-iobeya-data.md)
- [Restore your iObeya Data](https://help.iobeya.com/docs/iobeya-431-on-prem-restore-your-iobeya-data.md)
- [Advanced Webapp Configuration](https://help.iobeya.com/docs/iobeya-431-on-prem-advanced-webapp-configuration.md)
- [Hardware Requirements 4.36](https://help.iobeya.com/docs/iobeya-436-on-prem-hardware-requirements.md)
- [Software Requirements 4.36](https://help.iobeya.com/docs/iobeya-436-on-prem-software-requirements.md)
- [Overview](https://help.iobeya.com/docs/iobeya-436-on-prem-setup-and-maintenance-overview.md)
- [Overview](https://help.iobeya.com/docs/iobeya-436-on-prem-installing-iobeya-overview.md)
- [Step 1: Checking and Installing Technical Requirements](https://help.iobeya.com/docs/iobeya-436-on-prem-step-1-checking-and-installing-the-technical-requirements.md)
- [Step 2: Downloading iObeya On-premise Package](https://help.iobeya.com/docs/iobeya-436-on-prem-step-2-downloading-the-iobeya-on-prem-package.md)
- [Step 3: Extracting and Configuring Webapp](https://help.iobeya.com/docs/iobeya-436-on-prem-step-3-extracting-and-configuring-the-webapp.md)
- [Step 4: Initializing Database](https://help.iobeya.com/docs/iobeya-436-on-prem-step-4-initializing-database.md)
- [Step 5: Configuring Application Server](https://help.iobeya.com/docs/iobeya-436-on-prem-step-5-configuring-application-server.md)
- [Step 6: Final Steps](https://help.iobeya.com/docs/iobeya-436-on-prem-step-6-final-steps.md)
- [Step 7: Optional Configurations](https://help.iobeya.com/docs/iobeya-436-on-prem-step-7-optional-configurations.md)
- [Overview](https://help.iobeya.com/docs/iobeya-436-on-prem-upgrading-your-iobeya-platform-overview.md)
- [Step 1: Preparing your Environment](https://help.iobeya.com/docs/iobeya-436-on-prem-step-1-preparing-your-environment.md)
- [Step 2: Backing up your Environment](https://help.iobeya.com/docs/iobeya-436-on-prem-step-2-backing-up-your-environment.md)
- [Step 3: Practicing on a Test Environment](https://help.iobeya.com/docs/iobeya-436-on-prem-step-3-practicing-on-a-test-environment.md)
- [Step 4: Downloading iObeya On-Premise Package](https://help.iobeya.com/docs/iobeya-436-on-prem-step-4-downloading-the-iobeya-on-premise-package.md)
- [Step 5: Extracting and Configuring Webapp](https://help.iobeya.com/docs/iobeya-436-on-prem-step-5-extracting-and-configuring-the-webapp.md)
- [Step 6: Upgrading Database](https://help.iobeya.com/docs/iobeya-436-on-prem-step-6-upgrading-database.md)
- [Step 7: Upgrading Web Application](https://help.iobeya.com/docs/iobeya-436-on-prem-step-7-upgrading-the-web-application.md)
- [Step 8: Final Steps](https://help.iobeya.com/docs/iobeya-436-on-prem-step-8-final-steps.md)
- [Overview](https://help.iobeya.com/docs/iobeya-436-on-prem-monitoring-iobeya-using-jmx-overview.md)
- [Enabling JMX on Tomcat](https://help.iobeya.com/docs/iobeya-436-on-prem-enabling-jmx-on-tomcat.md)
- [Monitoring with JMX Console](https://help.iobeya.com/docs/iobeya-436-on-prem-monitoring-with-jmx-console.md)
- [JMX Attributes](https://help.iobeya.com/docs/iobeya-436-on-prem-jmx-attributes.md)
- [Installing or Updating an Add-on](https://help.iobeya.com/docs/iobeya-436-on-prem-installing-or-updating-an-add-on.md)
- [Overview](https://help.iobeya.com/docs/iobeya-436-on-prem-backup-and-restore-overview.md)
- [Backup your iObeya Data](https://help.iobeya.com/docs/iobeya-436-on-prem-backup-your-iobeya-data.md)
- [Restore your iObeya Data](https://help.iobeya.com/docs/iobeya-436-on-prem-restore-your-iobeya-data.md)
- [Advanced Webapp Configuration](https://help.iobeya.com/docs/iobeya-436-on-prem-advanced-webapp-configuration.md)
- [Hardware Requirements 4.40](https://help.iobeya.com/docs/iobeya-440-on-prem-hardware-requirements.md)
- [Software Requirements 4.40](https://help.iobeya.com/docs/iobeya-440-on-prem-software-requirements.md)
- [Overview](https://help.iobeya.com/docs/iobeya-440-on-prem-setup-and-maintenance-overview.md)
- [Overview](https://help.iobeya.com/docs/iobeya-440-on-prem-installing-iobeya-overview.md)
- [Step 1: Checking and Installing Technical Requirements](https://help.iobeya.com/docs/iobeya-440-on-prem-step-1-checking-and-installing-the-technical-requirements.md)
- [Step 2: Downloading iObeya On-premise Package](https://help.iobeya.com/docs/iobeya-440-on-prem-step-2-downloading-the-iobeya-on-prem-package.md)
- [Step 3: Extracting and Configuring Webapp](https://help.iobeya.com/docs/iobeya-440-on-prem-step-3-extracting-and-configuring-the-webapp.md)
- [Step 4: Initializing Database](https://help.iobeya.com/docs/iobeya-440-on-prem-step-4-initializing-database.md)
- [Step 5: Configuring Application Server](https://help.iobeya.com/docs/iobeya-440-on-prem-step-5-configuring-application-server.md)
- [Step 6: Final Steps](https://help.iobeya.com/docs/iobeya-440-on-prem-step-6-final-steps.md)
- [Step 7: Optional Configurations](https://help.iobeya.com/docs/iobeya-440-on-prem-step-7-optional-configurations.md)
- [Overview](https://help.iobeya.com/docs/iobeya-440-on-prem-upgrading-your-iobeya-platform-overview.md)
- [Step 1: Preparing your Environment](https://help.iobeya.com/docs/iobeya-440-on-prem-step-1-preparing-your-environment.md)
- [Step 2: Backing up your Environment](https://help.iobeya.com/docs/iobeya-440-on-prem-step-2-backing-up-your-environment.md)
- [Step 3: Practicing on a Test Environment](https://help.iobeya.com/docs/iobeya-440-on-prem-step-3-practicing-on-a-test-environment.md)
- [Step 4: Downloading iObeya On-Premise Package](https://help.iobeya.com/docs/iobeya-440-on-prem-step-4-downloading-the-iobeya-on-premise-package.md)
- [Step 5: Extracting and Configuring Webapp](https://help.iobeya.com/docs/iobeya-440-on-prem-step-5-extracting-and-configuring-the-webapp.md)
- [Step 6: Upgrading Database](https://help.iobeya.com/docs/iobeya-440-on-prem-step-6-upgrading-database.md)
- [Step 7: Upgrading Web Application](https://help.iobeya.com/docs/iobeya-440-on-prem-step-7-upgrading-the-web-application.md)
- [Step 8: Final Steps](https://help.iobeya.com/docs/iobeya-440-on-prem-step-8-final-steps.md)
- [Overview](https://help.iobeya.com/docs/iobeya-440-on-prem-monitoring-iobeya-using-jmx-overview.md)
- [Enabling JMX on Tomcat](https://help.iobeya.com/docs/iobeya-440-on-prem-enabling-jmx-on-tomcat.md)
- [Monitoring with JMX Console](https://help.iobeya.com/docs/iobeya-440-on-prem-monitoring-with-jmx-console.md)
- [JMX Attributes](https://help.iobeya.com/docs/iobeya-440-on-prem-jmx-attributes.md)
- [Installing or Updating an Add-on](https://help.iobeya.com/docs/iobeya-440-on-prem-installing-or-updating-an-add-on.md)
- [Overview](https://help.iobeya.com/docs/iobeya-440-on-prem-backup-and-restore-overview.md)
- [Backup your iObeya Data](https://help.iobeya.com/docs/iobeya-440-on-prem-backup-your-iobeya-data.md)
- [Restore your iObeya Data](https://help.iobeya.com/docs/iobeya-440-on-prem-restore-your-iobeya-data.md)
- [Advanced Webapp Configuration](https://help.iobeya.com/docs/iobeya-440-on-prem-advanced-webapp-configuration.md)
- [Hardware Requirements 4.43](https://help.iobeya.com/docs/iobeya-443-on-prem-hardware-requirements.md)
- [Software Requirements 4.43](https://help.iobeya.com/docs/iobeya-443-on-prem-software-requirements.md)
- [Overview](https://help.iobeya.com/docs/iobeya-443-on-prem-setup-and-maintenance-overview.md)
- [Overview](https://help.iobeya.com/docs/iobeya-443-on-prem-installing-iobeya-overview.md)
- [Step 1: Checking and Installing Technical Requirements](https://help.iobeya.com/docs/iobeya-443-on-prem-step-1-checking-and-installing-the-technical-requirements.md)
- [Step 2: Downloading iObeya On-premise Package](https://help.iobeya.com/docs/iobeya-443-on-prem-step-2-downloading-the-iobeya-on-prem-package.md)
- [Step 3: Extracting and Configuring Webapp](https://help.iobeya.com/docs/iobeya-443-on-prem-step-3-extracting-and-configuring-the-webapp.md)
- [Step 4: Initializing Database](https://help.iobeya.com/docs/iobeya-443-on-prem-step-4-initializing-database.md)
- [Step 5: Configuring Application Server](https://help.iobeya.com/docs/iobeya-443-on-prem-step-5-configuring-application-server.md)
- [Step 6: Final Steps](https://help.iobeya.com/docs/iobeya-443-on-prem-step-6-final-steps.md)
- [Step 7: Optional Configurations](https://help.iobeya.com/docs/iobeya-443-on-prem-step-7-optional-configurations.md)
- [Overview](https://help.iobeya.com/docs/iobeya-443-on-prem-upgrading-your-iobeya-platform-overview.md)
- [Step 1: Preparing your Environment](https://help.iobeya.com/docs/iobeya-443-on-prem-step-1-preparing-your-environment.md)
- [Step 2: Backing up your Environment](https://help.iobeya.com/docs/iobeya-443-on-prem-step-2-backing-up-your-environment.md)
- [Step 3: Practicing on a Test Environment](https://help.iobeya.com/docs/iobeya-443-on-prem-step-3-practicing-on-a-test-environment.md)
- [Step 4: Downloading iObeya On-Premise Package](https://help.iobeya.com/docs/iobeya-443-on-prem-step-4-downloading-the-iobeya-on-premise-package.md)
- [Step 5: Extracting and Configuring Webapp](https://help.iobeya.com/docs/iobeya-443-on-prem-step-5-extracting-and-configuring-the-webapp.md)
- [Step 6: Upgrading Database](https://help.iobeya.com/docs/iobeya-443-on-prem-step-6-upgrading-database.md)
- [Step 7: Upgrading Web Application](https://help.iobeya.com/docs/iobeya-443-on-prem-step-7-upgrading-the-web-application.md)
- [Step 8: Final Steps](https://help.iobeya.com/docs/iobeya-443-on-prem-step-8-final-steps.md)
- [Overview](https://help.iobeya.com/docs/iobeya-443-on-prem-monitoring-iobeya-using-jmx-overview.md)
- [Enabling JMX on Tomcat](https://help.iobeya.com/docs/iobeya-443-on-prem-enabling-jmx-on-tomcat.md)
- [Monitoring with JMX Console](https://help.iobeya.com/docs/iobeya-443-on-prem-monitoring-with-jmx-console.md)
- [JMX Attributes](https://help.iobeya.com/docs/iobeya-443-on-prem-jmx-attributes.md)
- [Installing or Updating an Add-on](https://help.iobeya.com/docs/iobeya-443-on-prem-installing-or-updating-an-add-on.md)
- [Overview](https://help.iobeya.com/docs/iobeya-443-on-prem-backup-and-restore-overview.md)
- [Backup your iObeya Data](https://help.iobeya.com/docs/iobeya-443-on-prem-backup-your-iobeya-data.md)
- [Restore your iObeya Data](https://help.iobeya.com/docs/iobeya-443-on-prem-restore-your-iobeya-data.md)
- [Advanced Webapp Configuration](https://help.iobeya.com/docs/iobeya-443-on-prem-advanced-webapp-configuration.md)
- [Hardware Requirements 4.46](https://help.iobeya.com/docs/iobeya-446-on-prem-hardware-requirements.md)
- [Software Requirements 4.46](https://help.iobeya.com/docs/iobeya-446-on-prem-software-requirements.md)
- [Overview](https://help.iobeya.com/docs/iobeya-446-on-prem-setup-and-maintenance-overview.md)
- [Overview](https://help.iobeya.com/docs/iobeya-446-on-prem-installing-iobeya-overview.md)
- [Step 1: Checking and Installing Technical Requirements](https://help.iobeya.com/docs/iobeya-446-on-prem-step-1-checking-and-installing-the-technical-requirements.md)
- [Step 2: Downloading iObeya On-premise Package](https://help.iobeya.com/docs/iobeya-446-on-prem-step-2-downloading-the-iobeya-on-prem-package.md)
- [Step 3: Extracting and Configuring Webapp](https://help.iobeya.com/docs/iobeya-446-on-prem-step-3-extracting-and-configuring-the-webapp.md)
- [Step 4: Initializing Database](https://help.iobeya.com/docs/iobeya-446-on-prem-step-4-initializing-database.md)
- [Step 5: Configuring Application Server](https://help.iobeya.com/docs/iobeya-446-on-prem-step-5-configuring-application-server.md)
- [Step 6: Final Steps](https://help.iobeya.com/docs/iobeya-446-on-prem-step-6-final-steps.md)
- [Step 7: Optional Configurations](https://help.iobeya.com/docs/iobeya-446-on-prem-step-7-optional-configurations.md)
- [Overview](https://help.iobeya.com/docs/iobeya-446-on-prem-upgrading-your-iobeya-platform-overview.md)
- [Prerequisites for version 4.46](https://help.iobeya.com/docs/iobeya-446-on-prem-prerequisites-for-version-446.md)
- [Step 1: Backing up your Environment](https://help.iobeya.com/docs/iobeya-446-on-prem-step-1-backing-up-your-environment.md)
- [Step 2: Practicing on a Test Environment](https://help.iobeya.com/docs/iobeya-446-on-prem-step-2-practicing-on-a-test-environment.md)
- [Step 3: Downloading iObeya On-Premise Package](https://help.iobeya.com/docs/iobeya-446-on-prem-step-3-downloading-the-iobeya-on-premise-package.md)
- [Step 4: Extracting and Configuring Webapp](https://help.iobeya.com/docs/iobeya-446-on-prem-step-4-extracting-and-configuring-the-webapp.md)
- [Step 5: Upgrading Database](https://help.iobeya.com/docs/iobeya-446-on-prem-step-5-upgrading-database.md)
- [Step 6: Upgrading Web Application](https://help.iobeya.com/docs/iobeya-446-on-prem-step-6-upgrading-the-web-application.md)
- [Step 7 (MySQL only): Updating your Environment](https://help.iobeya.com/docs/step-7-mysql-only-updating-your-environment.md)
- [Step 8: Final Steps](https://help.iobeya.com/docs/iobeya-446-on-prem-step-8-final-steps.md)
- [Overview](https://help.iobeya.com/docs/iobeya-446-on-prem-monitoring-iobeya-using-jmx-overview.md)
- [Enabling JMX on Tomcat](https://help.iobeya.com/docs/iobeya-446-on-prem-enabling-jmx-on-tomcat.md)
- [Monitoring with JMX Console](https://help.iobeya.com/docs/iobeya-446-on-prem-monitoring-with-jmx-console.md)
- [JMX Attributes](https://help.iobeya.com/docs/iobeya-446-on-prem-jmx-attributes.md)
- [Installing or Updating an Add-on](https://help.iobeya.com/docs/iobeya-446-on-prem-installing-or-updating-an-add-on.md)
- [Overview](https://help.iobeya.com/docs/iobeya-446-on-prem-backup-and-restore-overview.md)
- [Backup your iObeya Data](https://help.iobeya.com/docs/iobeya-446-on-prem-backup-your-iobeya-data.md)
- [Restore your iObeya Data](https://help.iobeya.com/docs/iobeya-446-on-prem-restore-your-iobeya-data.md)
- [Advanced Webapp Configuration](https://help.iobeya.com/docs/iobeya-446-on-prem-advanced-webapp-configuration.md)
- [iObeya ID Overview](https://help.iobeya.com/docs/iobeya-id-overview.md)
- [Understanding iObeya ID](https://help.iobeya.com/docs/understanding-iobeya-id.md)
- [Accessing iObeya ID](https://help.iobeya.com/docs/accessing-iobeya-id.md)
- [Questions We Ask When Setting Up SSO With iObeya ID](https://help.iobeya.com/docs/questions-we-ask-when-setting-up-sso-with-iobeya-id.md)
- [Governance With iObeya ID](https://help.iobeya.com/docs/governance-with-iobeya-id.md)
- [Managing Users With iObeya ID](https://help.iobeya.com/docs/managing-users-with-iobeya-id.md)

## NextGen API (API Reference)

- [Introduction](https://help.iobeya.com/apidocs/introduction.md)
- [Contact Us](https://help.iobeya.com/apidocs/contact-us.md)
- [Authentication](https://help.iobeya.com/apidocs/authentication.md)
- [iObeya APIs](https://help.iobeya.com/apidocs/iobeya-apis.md)
- [URI Structure](https://help.iobeya.com/apidocs/uri-structure.md)
- [Pagination](https://help.iobeya.com/apidocs/pagination.md)
- [Error responses](https://help.iobeya.com/apidocs/error-responses.md)
- [Self and kind](https://help.iobeya.com/apidocs/self-and-kind.md)
- [Date and time formats](https://help.iobeya.com/apidocs/date-and-time-formats.md)
- [Rooms and Boards](https://help.iobeya.com/apidocs/rooms-and-boards.md)
- [Create a BoardElement](https://help.iobeya.com/apidocs/create-a-boardelement.md)
- [Create a Board](https://help.iobeya.com/apidocs/create-a-board.md)
- [Export DataElements](https://help.iobeya.com/apidocs/export-data.md)
- [List available board templates (local + remote).](https://help.iobeya.com/apidocs/list-available-board-templates-local-remote.md)
- [Get all board templates in user's workspace.](https://help.iobeya.com/apidocs/get-all-board-templates-in-users-workspace.md)
- [Create or update a board template.](https://help.iobeya.com/apidocs/create-or-update-a-board-template.md)
- [Update a board template.](https://help.iobeya.com/apidocs/update-a-board-template.md)
- [Delete a board template.](https://help.iobeya.com/apidocs/delete-a-board-template.md)
- [List all rooms](https://help.iobeya.com/apidocs/list-all-rooms.md)
- [Create a room](https://help.iobeya.com/apidocs/create-a-room.md)
- [Search rooms](https://help.iobeya.com/apidocs/search-rooms.md)
- [Retrieve a room](https://help.iobeya.com/apidocs/retrieve-a-room.md)
- [Update a room](https://help.iobeya.com/apidocs/update-a-room.md)
- [Delete a room](https://help.iobeya.com/apidocs/delete-a-room.md)
- [List all rooms that can be shared](https://help.iobeya.com/apidocs/list-all-rooms-that-can-be-shared.md)
- [List all rooms of the current workspace](https://help.iobeya.com/apidocs/list-all-rooms-of-the-current-workspace.md)
- [Count rooms according to their status](https://help.iobeya.com/apidocs/count-rooms-according-to-their-status.md)
- [List all RoomBoards in a room](https://help.iobeya.com/apidocs/list-all-roomboards-in-a-room.md)
- [Retrieve a RoomBoard](https://help.iobeya.com/apidocs/retrieve-a-roomboard.md)
- [Delete a RoomBoard](https://help.iobeya.com/apidocs/delete-a-roomboard.md)
- [List all RoomBoards](https://help.iobeya.com/apidocs/list-all-roomboards.md)
- [Create a RoomBoard](https://help.iobeya.com/apidocs/create-a-roomboard.md)
- [Search RoomBoards](https://help.iobeya.com/apidocs/search-roomboards.md)
- [Get pinned toolsets for a RoomBoard](https://help.iobeya.com/apidocs/get-pinned-toolsets-for-a-roomboard.md)
- [Retrieve RoomBoards](https://help.iobeya.com/apidocs/retrieve-roomboards.md)
- [Creates a starred room-board.](https://help.iobeya.com/apidocs/creates-a-starred-room-board.md)
- [Deletes a starred room-board.](https://help.iobeya.com/apidocs/deletes-a-starred-room-board.md)
- [Find starred room-boards.](https://help.iobeya.com/apidocs/find-starred-room-boards.md)
- [Create a room category](https://help.iobeya.com/apidocs/create-a-room-category.md)
- [List all room categories in a room](https://help.iobeya.com/apidocs/list-all-room-categories-in-a-room.md)
- [Update a room category.](https://help.iobeya.com/apidocs/update-a-room-category.md)
- [Delete a room category](https://help.iobeya.com/apidocs/delete-a-room-category.md)
- [Update a board](https://help.iobeya.com/apidocs/update-a-board.md)
- [List all elements in a board](https://help.iobeya.com/apidocs/list-all-elements-in-a-board.md)
- [Retrieve a board element](https://help.iobeya.com/apidocs/retrieve-a-board-element.md)
- [Update a board element](https://help.iobeya.com/apidocs/update-a-board-element.md)
- [Delete a board element](https://help.iobeya.com/apidocs/delete-a-board-element.md)
- [Update a board element position](https://help.iobeya.com/apidocs/update-a-board-element-position.md)
- [List all board elements](https://help.iobeya.com/apidocs/list-all-board-elements.md)
- [Create a board element](https://help.iobeya.com/apidocs/create-a-board-element.md)
- [Create a board element from a dataset element](https://help.iobeya.com/apidocs/create-a-board-element-from-a-dataset-element.md)
- [List all view types for board elements](https://help.iobeya.com/apidocs/list-all-view-types-for-board-elements.md)
- [Retrieve an element view type](https://help.iobeya.com/apidocs/retrieve-an-element-view-type.md)
- [List all the element view types](https://help.iobeya.com/apidocs/list-all-the-element-view-types.md)
- [Retrieve a dataset element](https://help.iobeya.com/apidocs/retrieve-a-dataset-element.md)
- [Update a dataset element](https://help.iobeya.com/apidocs/update-a-dataset-element.md)
- [Update an attribute of the dataset element](https://help.iobeya.com/apidocs/update-an-attribute-of-the-dataset-element.md)
- [List all eligible childrens dataset elements of a dataset element](https://help.iobeya.com/apidocs/list-all-eligible-childrens-dataset-elements-of-a-dataset-element.md)
- [List all eligible parents dataset elements of a dataset element filtered by attributes](https://help.iobeya.com/apidocs/list-all-eligible-parents-dataset-elements-of-a-dataset-element-filtered-by-attributes.md)
- [List all eligible children dataset elements of a dataset element filtered by attributes](https://help.iobeya.com/apidocs/list-all-eligible-children-dataset-elements-of-a-dataset-element-filtered-by-attributes.md)
- [Share a dataset element](https://help.iobeya.com/apidocs/share-a-dataset-element.md)
- [List all shared rooms](https://help.iobeya.com/apidocs/list-all-shared-rooms.md)
- [Search for data elements](https://help.iobeya.com/apidocs/search-dataset-elements.md)
- [Count dataset elements](https://help.iobeya.com/apidocs/count-dataset-elements.md)
- [Create a dataset element](https://help.iobeya.com/apidocs/create-a-dataset-element.md)
- [Delete dataset elements by ids.](https://help.iobeya.com/apidocs/delete-dataset-elements-by-ids.md)
- [Returns information about a dataset element.](https://help.iobeya.com/apidocs/returns-information-about-a-dataset-element.md)
- [Retrieve elements of a specified data type in Excel format](https://help.iobeya.com/apidocs/retrieve-elements-of-a-specified-data-type-in-excel-format.md)
- [Retrieve elements of a specified data type in Json format](https://help.iobeya.com/apidocs/retrieve-elements-of-a-specified-data-type-in-json-format.md)
- [Retrieve an element data type](https://help.iobeya.com/apidocs/retrieve-an-element-data-type.md)
- [List all element data types](https://help.iobeya.com/apidocs/list-all-element-data-types.md)
- [List element data type attributes](https://help.iobeya.com/apidocs/list-element-data-type-attributes.md)
- [Search element data type attributes](https://help.iobeya.com/apidocs/search-element-data-type-attributes.md)
- [List all element relations within a board](https://help.iobeya.com/apidocs/list-all-element-relations-within-a-board.md)
- [Create a relation with a new dataset element](https://help.iobeya.com/apidocs/create-a-relation-with-a-new-dataset-element.md)
- [List all relations of a dataset element](https://help.iobeya.com/apidocs/list-all-relations-of-a-dataset-element.md)
- [Create new relation](https://help.iobeya.com/apidocs/create-new-relation.md)
- [Delete relations by ids](https://help.iobeya.com/apidocs/delete-relations-by-ids.md)
- [Update a relation](https://help.iobeya.com/apidocs/update-a-relation.md)
- [Delete a relation](https://help.iobeya.com/apidocs/delete-a-relation.md)
- [List all dependency types](https://help.iobeya.com/apidocs/list-all-dependency-types.md)
- [List all hierarchical relations between elements within a board](https://help.iobeya.com/apidocs/list-all-hierarchical-relations-between-elements-within-a-board.md)
- [Create a hierarchical relation with a new dataset element as the child](https://help.iobeya.com/apidocs/create-a-hierarchical-relation-with-a-new-dataset-element-as-the-child.md)
- [Retrieve a hierarchical relation by id](https://help.iobeya.com/apidocs/retrieve-a-hierarchical-relation-by-id.md)
- [Update a hierarchical relation](https://help.iobeya.com/apidocs/update-a-hierarchical-relation.md)
- [Delete a hierarchical relation](https://help.iobeya.com/apidocs/delete-a-hierarchical-relation.md)
- [List all hierarchical relations by dataset element ids](https://help.iobeya.com/apidocs/list-all-hierarchical-relations-by-dataset-element-ids.md)
- [Creates a hierarchical relation](https://help.iobeya.com/apidocs/creates-a-hierarchical-relation.md)
- [Delete hierarchical relations by ids](https://help.iobeya.com/apidocs/delete-hierarchical-relations-by-ids.md)
- [List hierarchical relation definitions by data type id](https://help.iobeya.com/apidocs/list-hierarchical-relation-definitions-by-data-type-id.md)
- [List all layouts of element view types](https://help.iobeya.com/apidocs/list-all-layouts-of-element-view-types.md)
- [Retrieve an element layout](https://help.iobeya.com/apidocs/retrieve-an-element-layout.md)
- [Create an attachment](https://help.iobeya.com/apidocs/create-an-attachment.md)
- [List all attachments of dataset elements by ids](https://help.iobeya.com/apidocs/list-all-attachments-of-dataset-elements-by-ids.md)
- [Delete an attachment](https://help.iobeya.com/apidocs/delete-an-attachment.md)
- [List all emoticons](https://help.iobeya.com/apidocs/list-all-emoticons.md)
- [Create a vote](https://help.iobeya.com/apidocs/create-a-vote.md)
- [List all votes](https://help.iobeya.com/apidocs/list-all-votes.md)
- [List all stickers](https://help.iobeya.com/apidocs/list-all-stickers.md)
- [Get the dock configuration.](https://help.iobeya.com/apidocs/get-the-dock-configuration.md)
- [Update the dock configuration.](https://help.iobeya.com/apidocs/update-the-dock-configuration.md)
- [Retrieve dock configuration](https://help.iobeya.com/apidocs/retrieve-dock-configuration.md)
- [Pin a toolset to the dock](https://help.iobeya.com/apidocs/pin-a-toolset-to-the-dock.md)
- [Unpin a toolset in the dock](https://help.iobeya.com/apidocs/unpin-a-toolset-in-the-dock.md)
- [List all assets](https://help.iobeya.com/apidocs/list-all-assets.md)
- [Create an asset](https://help.iobeya.com/apidocs/create-an-asset.md)
- [Retrieve an asset](https://help.iobeya.com/apidocs/retrieve-an-asset.md)
- [Delete an asset](https://help.iobeya.com/apidocs/delete-an-asset.md)
- [Update an asset](https://help.iobeya.com/apidocs/update-an-asset.md)
- [List all OAuth settings](https://help.iobeya.com/apidocs/list-all-oauth-settings.md)
- [Create an OAuth settings](https://help.iobeya.com/apidocs/create-an-oauth-settings.md)
- [Update an OAuth settings](https://help.iobeya.com/apidocs/update-an-oauth-settings.md)
- [Delete an OAuth settings](https://help.iobeya.com/apidocs/delete-an-oauth-settings.md)
- [Update a room's organization node](https://help.iobeya.com/apidocs/update-a-rooms-organization-node.md)
- [Update a board's organization node](https://help.iobeya.com/apidocs/update-a-boards-organization-node.md)
- [Get all organization nodes with their stats.](https://help.iobeya.com/apidocs/get-all-organization-nodes-with-their-stats.md)
- [Search for organization nodes in a workspace](https://help.iobeya.com/apidocs/search-for-organization-nodes-in-a-workspace.md)
- [Get an organization node by id in the workspace](https://help.iobeya.com/apidocs/get-an-organization-node-by-id-in-the-workspace.md)
- [Update a room's organizational structure](https://help.iobeya.com/apidocs/update-a-rooms-organizational-structure.md)
- [Get all organization structure elements.](https://help.iobeya.com/apidocs/get-all-organization-structure-elements.md)
- [Create a list of organization structures for a given workspace.](https://help.iobeya.com/apidocs/create-a-list-of-organization-structures-for-a-given-workspace.md)
- [Update an organization structure for a given workspace.](https://help.iobeya.com/apidocs/update-an-organization-structure-for-a-given-workspace.md)
- [Delete an organization structure element.](https://help.iobeya.com/apidocs/delete-an-organization-structure-element.md)
- [Search legends](https://help.iobeya.com/apidocs/search-legends.md)
- [Retrieve a Legend](https://help.iobeya.com/apidocs/retrieve-a-legend.md)
- [Update a legend](https://help.iobeya.com/apidocs/update-a-legend.md)
- [Create a legend](https://help.iobeya.com/apidocs/create-a-legend.md)
- [Select legend](https://help.iobeya.com/apidocs/select-legend.md)
- [Retrieve the selected legends on a board](https://help.iobeya.com/apidocs/retrieve-the-selected-legends-on-a-board.md)
- [Set default legend](https://help.iobeya.com/apidocs/set-default-legend.md)
- [Set default legend](https://help.iobeya.com/apidocs/set-default-legend-1.md)
- [Delete a legend from a room](https://help.iobeya.com/apidocs/delete-a-legend-from-a-room.md)
- [Search legends for workspace including defaults](https://help.iobeya.com/apidocs/search-legends-for-workspace-including-defaults.md)
- [Delete a legend from a workspace](https://help.iobeya.com/apidocs/delete-a-legend-from-a-workspace.md)
- [Get legends for a room (system, workspace, and room legends)](https://help.iobeya.com/apidocs/get-legends-for-a-room-system-workspace-and-room-legends.md)
- [Retrieve license information](https://help.iobeya.com/apidocs/retrieve-license-information.md)
- [Retrieve your profile](https://help.iobeya.com/apidocs/retrieve-your-profile.md)
- [Update your profile](https://help.iobeya.com/apidocs/update-your-profile.md)
- [Update your avatar](https://help.iobeya.com/apidocs/update-your-avatar.md)
- [Delete your avatar](https://help.iobeya.com/apidocs/delete-your-avatar.md)
- [List your groups](https://help.iobeya.com/apidocs/list-your-groups.md)
- [List your notifications](https://help.iobeya.com/apidocs/list-your-notifications.md)
- [Mark all notifications as read](https://help.iobeya.com/apidocs/mark-all-notifications-as-read.md)
- [Mark a notification as read](https://help.iobeya.com/apidocs/mark-a-notification-as-read.md)
- [Retrieve unread notifications](https://help.iobeya.com/apidocs/retrieve-unread-notifications.md)
- [List all users of the organization](https://help.iobeya.com/apidocs/list-all-users-of-the-organization.md)
- [List workspace users](https://help.iobeya.com/apidocs/list-workspace-users.md)
- [Update user roles in workspace](https://help.iobeya.com/apidocs/update-user-roles-in-workspace.md)
- [Add or update users in a group](https://help.iobeya.com/apidocs/add-or-update-users-in-a-group.md)
- [Remove users from a group](https://help.iobeya.com/apidocs/remove-users-from-a-group.md)
- [List workspace groups](https://help.iobeya.com/apidocs/list-workspace-groups.md)
- [Export all groups](https://help.iobeya.com/apidocs/export-all-groups.md)
- [Create a group](https://help.iobeya.com/apidocs/create-a-group.md)
- [Retrieve a group](https://help.iobeya.com/apidocs/retrieve-a-group.md)
- [Update a group](https://help.iobeya.com/apidocs/update-a-group.md)
- [Delete a group](https://help.iobeya.com/apidocs/delete-a-group.md)
- [List all users in a group](https://help.iobeya.com/apidocs/list-all-users-in-a-group.md)
- [Update a group's parent](https://help.iobeya.com/apidocs/update-a-groups-parent.md)
- [Retrieve a workspace](https://help.iobeya.com/apidocs/retrieve-a-workspace.md)
- [Update a workspace](https://help.iobeya.com/apidocs/update-a-workspace.md)
- [Update workspace banner](https://help.iobeya.com/apidocs/update-workspace-banner.md)
- [Delete workspace banner](https://help.iobeya.com/apidocs/delete-workspace-banner.md)
- [List workspace assignables](https://help.iobeya.com/apidocs/list-workspace-assignables.md)
- [Update or add workspace assignables](https://help.iobeya.com/apidocs/update-or-add-workspace-assignables.md)
- [Accept an invitation](https://help.iobeya.com/apidocs/accept-an-invitation.md)
- [Register with an invitation](https://help.iobeya.com/apidocs/register-with-an-invitation.md)
- [Retrieve a public invitation](https://help.iobeya.com/apidocs/retrieve-a-public-invitation.md)
- [Create a workspace group](https://help.iobeya.com/apidocs/create-a-workspace-group.md)
- [Update group roles in workspace](https://help.iobeya.com/apidocs/update-group-roles-in-workspace.md)
- [Remove a user from a workspace](https://help.iobeya.com/apidocs/remove-a-user-from-a-workspace.md)
- [Remove a group from a workspace](https://help.iobeya.com/apidocs/remove-a-group-from-a-workspace.md)
- [Update or add room assignables](https://help.iobeya.com/apidocs/update-or-add-room-assignables.md)
- [Create an organization node within a workspace](https://help.iobeya.com/apidocs/create-an-organization-node-within-a-workspace.md)
- [Update an organization node in the workspace](https://help.iobeya.com/apidocs/update-an-organization-node-in-the-workspace.md)
- [Delete an organization node and its descendants in the workspace](https://help.iobeya.com/apidocs/delete-an-organization-node-and-its-descendants-in-the-workspace.md)
- [Get all organization nodes in a workspace at once](https://help.iobeya.com/apidocs/get-all-organization-nodes-in-a-workspace-at-once.md)
- [Export organization nodes into an Excel file](https://help.iobeya.com/apidocs/export-organization-nodes-into-an-excel-file.md)
- [Import organization nodes from an Excel (.xlsx) file](https://help.iobeya.com/apidocs/import-organization-nodes-from-an-excel-xlsx-file.md)
- [Update room users](https://help.iobeya.com/apidocs/update-room-users.md)
- [List room users](https://help.iobeya.com/apidocs/list-room-users.md)
- [Update room groups](https://help.iobeya.com/apidocs/update-room-groups.md)
- [List room groups](https://help.iobeya.com/apidocs/list-room-groups.md)
- [Create a room group](https://help.iobeya.com/apidocs/create-a-room-group.md)
- [Remove a group from a room](https://help.iobeya.com/apidocs/remove-a-group-from-a-room.md)
- [Remove a user from a room](https://help.iobeya.com/apidocs/remove-a-user-from-a-room.md)
- [Create a room invitation](https://help.iobeya.com/apidocs/create-a-room-invitation.md)
- [Send room invitations by emails](https://help.iobeya.com/apidocs/send-room-invitations-by-emails.md)
- [Create a webhook](https://help.iobeya.com/apidocs/create-a-webhook.md)
- [List webhooks](https://help.iobeya.com/apidocs/list-webhooks.md)
- [Retrieve a webhook](https://help.iobeya.com/apidocs/retrieve-a-webhook.md)
- [Update a webhook](https://help.iobeya.com/apidocs/update-a-webhook.md)
- [Delete a webhook](https://help.iobeya.com/apidocs/delete-a-webhook.md)
- [Try to verify a webhook](https://help.iobeya.com/apidocs/try-to-verify-a-webhook.md)
- [Remove specified webhook headers](https://help.iobeya.com/apidocs/remove-specified-webhook-headers.md)
- [Service version](https://help.iobeya.com/apidocs/service-version.md)
- [Health check](https://help.iobeya.com/apidocs/health-check.md)
- [List all the number formats](https://help.iobeya.com/apidocs/list-all-the-number-formats.md)
- [Rebuild consolidation data in cache](https://help.iobeya.com/apidocs/rebuild-consolidation-data-in-cache.md)

## Documentation V5

- [New to iObeya?](https://help.iobeya.com/nextgen/docs/new-to-iobeya.md)
- [Setting up your Profile](https://help.iobeya.com/nextgen/docs/setting-up-your-profile.md): Get started in iObeya by setting up your profile: add a picture, update personal details, select your interface language, and manage team memberships. A personalized profile improves collaboration and makes you easily recognizable to teammates.
- [Keyboard Shortcuts and Gestures in iObeya](https://help.iobeya.com/nextgen/docs/keyboard-shortcuts.md)
- [Home Page](https://help.iobeya.com/nextgen/docs/home-page.md): Explore the iObeya NextGen Home page: your central hub to view priorities, tasks, and notifications. Quickly access Rooms, Boards, My Work view, or use iObeya Sensei to get help and speed up your work.
- [My Work View](https://help.iobeya.com/nextgen/docs/my-work-view.md): The My Work view in iObeya centralizes all your items: overdue tasks, upcoming deadlines, escalations, recently completed or accessible elements. It updates dynamically and lets you filter, sort, and search to stay in control of your priorities.
- [Switching and Navigating Room Views](https://help.iobeya.com/nextgen/docs/switching-and-navigating-room-views.md): Learn how to switch and navigate Room views in iObeya NextGen. From the header, rename the Room, manage members, invite users, access documentation, notifications, news, profile settings, or return home. The View Switcher lets you move between Mural, Mosaic, and List modes to organize boards effectively.
- [Mural View](https://help.iobeya.com/nextgen/docs/mural-view.md): The Mural view in iObeya lets you visually design and organize rooms based on processes, teams, or improvement priorities. Boards are displayed as tiles and grouped into categories. You can navigate by category, open a board, add new elements, or configure the layout to match your workflow.
- [List View](https://help.iobeya.com/nextgen/docs/list-view.md): The List view in iObeya provides a structured, table-like overview of all boards in a room. From a central list, you can search, filter by category, sort by name or activity, add new boards, or delete them (admin only). Perfect for a more data-driven approach than the visual Mural view.
- [Data View](https://help.iobeya.com/nextgen/docs/data-view.md): The Data view in iObeya lets you work directly with structured data instead of the visual board layout. Supporting the OpEx model (Objectives, Projects, Tasks, Issues, Actions, KPIs), it displays all data created within your room to drive execution and continuous improvement.
- [Boards View](https://help.iobeya.com/nextgen/docs/boards-view.md): The Boards view in iObeya lets you search, sort, and manage boards. Use quick actions, the tools Dock (cards, notes, lists, charts), and navigation utilities.
- [Creating a Room](https://help.iobeya.com/nextgen/docs/creating-a-room.md): Create a Room in iObeya to organize boards, rituals, and collaboration. Define its purpose, manage data visibility, and give your team a shared workspace.
- [Adding a Board to your Room](https://help.iobeya.com/nextgen/docs/adding-a-board-to-your-room.md)
- [Creating a Data Element](https://help.iobeya.com/nextgen/docs/creating-a-data-element.md): In iObeya, Data elements structure information to drive performance: Objectives, Projects, Tasks, KPIs, Issues, and Actions support daily management and improvement.
- [Using Tool Dock](https://help.iobeya.com/nextgen/docs/using-tool-dock.md): The Tools Dock in iObeya provides quick access to cards, notes, images, text, and embedded content for your boards. Customize, collapse, or expand it to fit your workflow.
- [Intro to User Roles](https://help.iobeya.com/nextgen/docs/intro-to-user-roles.md): In iObeya, user roles define permissions across 3 levels: Room, Workspace, and Organization. Each role (administrator or contributor) grants access tailored to responsibilities.
- [Inviting Users](https://help.iobeya.com/nextgen/docs/inviting-users.md): In iObeya, only Room admins can invite users or teams. Send email or link invitations, assign roles, and make it easy for collaborators to join rooms and boards.
- [Mastering the Standard OpEx Model in iObeya](https://help.iobeya.com/nextgen/docs/mastering-the-standard-opex-model-in-iobeya.md): Learn how iObeya implements a standardized OpEx model built on the PDCA cycle (Plan, Do, Check, Act) to connect strategy, execution, and continuous improvement. Core entities — Objectives, Projects, Tasks, KPIs, Issues, and Actions — help teams align priorities, track performance, and resolve deviations, illustrated through the fictional MicroLex case study.
- [Deploying Objectives](https://help.iobeya.com/nextgen/docs/deploying-objectives.md): Deploy objectives in iObeya to turn ambitions into measurable targets. Track progress, align projects and KPIs, and apply SMART criteria to guide teams toward performance.
- [Piloting and Managing Projects](https://help.iobeya.com/nextgen/docs/piloting-and-managing-projects.md): Manage projects in iObeya to turn strategic objectives into concrete actions. Create, track progress, link tasks and KPIs, and align teams through visual management.
- [Breaking Down Projects into Tasks](https://help.iobeya.com/nextgen/docs/breaking-down-projects-into-tasks.md): In iObeya, turn projects into concrete actions with Tasks. Create, assign, track, and link them to projects or issues to ensure execution and continuous improvement.
- [Linking and Navigating Data Elements](https://help.iobeya.com/nextgen/docs/linking-and-navigating-data-elements.md)
- [Sharing Data and Managing Visibility at Data Level](https://help.iobeya.com/nextgen/docs/sharing-data-and-managing-visbility-at-data-level.md): In iObeya, share data across rooms to avoid duplicates, enable collaborative updates, and reuse the same elements in multiple workflows for seamless collaboration.
- [Deleting Data Elements](https://help.iobeya.com/nextgen/docs/deleting-data-elements.md)
- [Tracking Deadlines with Date Fields and Due-Date Colors](https://help.iobeya.com/nextgen/docs/tracking-deadlines-with-date-fields-and-due-date-colors.md)
- [Implementing and Monitoring KPIs Overview](https://help.iobeya.com/nextgen/docs/implementing-and-monitoring-kpis-overview.md)
- [Creating KPIs](https://help.iobeya.com/nextgen/docs/creating-your-kpis.md)
- [Switching Between KPI Representations](https://help.iobeya.com/nextgen/docs/switching-between-kpi-representations.md)
- [Consolidating KPIs](https://help.iobeya.com/nextgen/docs/consolidating-kpis.md)
- [Monitoring and Tracking Issues](https://help.iobeya.com/nextgen/docs/monitoring-and-tracking-issues.md): Track and resolve Issues to enhance production quality, safety and efficiency through structured problem-solving and continuous improvement.
- [Applying Problem Solving: From Identification to Standardization](https://help.iobeya.com/nextgen/docs/applying-problem-solving-from-identification-to-standardization.md): iObeya streamlines problem solving by guiding teams through issue analysis, root cause identification and sustainable solutions for operational challenges.
- [Driving Resolution Efforts with Actions](https://help.iobeya.com/nextgen/docs/driving-resolution-efforts-with-actions.md)
- [Escalating Issues](https://help.iobeya.com/nextgen/docs/escalating-an-issue.md): Learn how to escalate and de-escalate issues within your organization to ensure timely resolutions and effective decision-making.
- [De-escalating Issues](https://help.iobeya.com/nextgen/docs/de-escalating-issues.md)
- [Tracking Escalations with Data List](https://help.iobeya.com/nextgen/docs/tracking-escalations-with-data-list.md)
- [About Room Settings](https://help.iobeya.com/nextgen/docs/about-room-settings.md): Room Settings shows room details—boards, users, teams, creation date and creator—and lets you rename or delete the room, and manage users and teams.
- [Managing Legends and Colors at Room Level](https://help.iobeya.com/nextgen/docs/managing-legends-and-colors-at-room-level.md)
- [Managing Data Visibility at Room Level](https://help.iobeya.com/nextgen/docs/managing-data-visibility-at-room-level.md): Room admins set default data visibility in Room Settings: on makes new data public to workspace; off keeps it to room members. Option at room creation.
- [Renaming a Room](https://help.iobeya.com/nextgen/docs/renaming-a-room.md): Only room admins can rename a room via Room Settings or by live-editing the breadcrumb title. Type the new name and press Enter or click outside to save. The updated name appears instantly in the header, breadcrumbs, and across the platform.
- [Managing Room Roles](https://help.iobeya.com/nextgen/docs/managing-room-roles.md): Assign per-room roles in iObeya to control access and actions. Room administrators manage members, settings, and boards; Contributors create and edit content. Roles are room-specific, so someone can be an admin in one room and a contributor in another—flexibility for every team.
- [Managing Users](https://help.iobeya.com/nextgen/docs/managing-users.md): Only room admins can manage users in iObeya. Open the user management screen from a room or board by clicking Manage Members (top-right, next to Invite Users) or via the ellipsis (⋮) beside the room/board name → Manage Members. You can also reach it from Room Settings in the ellipsis next to the room name for centralized control.
- [Managing Invitations at Room Level](https://help.iobeya.com/nextgen/docs/managing-invitation-at-room-level.md)
- [Managing Teams](https://help.iobeya.com/nextgen/docs/managing-teams.md): Only room admins can manage teams. Access Teams via User Management → Teams or Profile → My Profile → My Teams. Create teams, add or remove members, assign Team Member or Team Administrator roles, revoke access, and invite whole teams to rooms/boards with the right permissions. Invites are sent to selected members; existing users get an in-app notification.
- [Deleting a Room](https://help.iobeya.com/nextgen/docs/deleting-a-room.md)
- [Tools Available in iObeya](https://help.iobeya.com/nextgen/docs/tools-available-in-iobeya.md)
- [A3](https://help.iobeya.com/nextgen/docs/a3.md)
- [Annual Planning - Monthly](https://help.iobeya.com/nextgen/docs/annual-planning-monthly.md)
- [Annual Planning - Weekly](https://help.iobeya.com/nextgen/docs/annual-planning-weekly.md)
- [DMAIC Macro Planning](https://help.iobeya.com/nextgen/docs/dmaic-macro-planning.md)
- [Ishikawa (6M)](https://help.iobeya.com/nextgen/docs/ishikawa-6m.md)
- [Problem or Issue Pipe](https://help.iobeya.com/nextgen/docs/problem-issue-pipe.md)
- [Tier One](https://help.iobeya.com/nextgen/docs/tier-one.md)
- [Tier Two](https://help.iobeya.com/nextgen/docs/tier-two.md)
- [Tier Three](https://help.iobeya.com/nextgen/docs/tier-three.md)
- [5 Whys](https://help.iobeya.com/nextgen/docs/5-whys.md)
- [Creating and Updating Board Templates](https://help.iobeya.com/nextgen/docs/creating-and-updating-board-templates.md)
- [About Board Settings](https://help.iobeya.com/nextgen/docs/about-board-settings.md): Open from the ellipsis (⋮) next to the board name to manage everything in one place. Rename your board, add a background (PNG/JPG up to 7560×7560 px, 1 MB), or delete the board when it’s no longer needed—keeping visuals consistent and boards tidy.
- [Adding a Board Background](https://help.iobeya.com/nextgen/docs/adding-a-board-background.md): Access board templates in iObeya for effective collaboration, planning and organization to boost your team's project efficiency.
- [Using Cards](https://help.iobeya.com/nextgen/docs/using-cards.md)
- [Using Member Tool](https://help.iobeya.com/nextgen/docs/using-member-tool.md)
- [Duplicating Elements](https://help.iobeya.com/nextgen/docs/duplicating-elements.md)
- [Copying and Pasting Elements](https://help.iobeya.com/nextgen/docs/copying-and-pasting-elements.md)
- [Selecting Legends for Each Board](https://help.iobeya.com/nextgen/docs/selecting-legends-for-each-board.md)
- [Data List](https://help.iobeya.com/nextgen/docs/data-list.md): The Data List in iObeya displays your data (objectives, projects, tasks, issues, actions) in a structured list. Filter, sort, customize views and create new elements directly from the list.
- [Button](https://help.iobeya.com/nextgen/docs/button.md)
- [Using Embed Tool](https://help.iobeya.com/nextgen/docs/using-embed-tool.md)
- [Integrating Power BI into iObeya Overview](https://help.iobeya.com/nextgen/docs/integrating-power-bi-into-iobeya-overview.md)
- [Preparing Reports and Apps for Integration with iObeya](https://help.iobeya.com/nextgen/docs/preparing-reports-and-apps-for-integration-with-iobeya.md): Learn how to create and manage bookmarks in Power BI for seamless report integration with iObeya, enhancing user experience and access control.
- [Integrating Reports and Apps into iObeya](https://help.iobeya.com/nextgen/docs/integrating-reports-and-apps-into-iobeya.md)
- [Selecting Multiple Elements](https://help.iobeya.com/nextgen/docs/selecting-multiple-elements.md)
- [Performing Actions on Multiple Elements](https://help.iobeya.com/nextgen/docs/performing-multi-select-actions.md)
- [Managing Starred Boards](https://help.iobeya.com/nextgen/docs/managing-starred-boards.md)
- [Deleting a Board](https://help.iobeya.com/nextgen/docs/deleting-a-board.md): Only room admins can delete a board, and the action can’t be undone.
Delete it from the Boards menu, Board view, Mural view (Preview/Configuration), List view, or via Board Settings: open options (⋮/…), select Delete, and confirm.
The board is permanently removed from the room and lists—double-check before proceeding.
- [Workspace Settings Overview](https://help.iobeya.com/nextgen/docs/workspace-settings-overview.md)
- [Configuring Power BI Integration in iObeya](https://help.iobeya.com/nextgen/docs/configuring-power-bi-integration-in-iobeya.md)
- [Setting up Organizational Nodes Overview](https://help.iobeya.com/nextgen/docs/setting-up-nodes-overview.md)
- [Creating Nodes](https://help.iobeya.com/nextgen/docs/creating-nodes.md)
- [Importing and Exporting Nodes](https://help.iobeya.com/nextgen/docs/importing-and-exporting-nodes.md)
- [Managing Existing Nodes](https://help.iobeya.com/nextgen/docs/managing-existing-nodes.md)
- [Understanding Data Inheritance](https://help.iobeya.com/nextgen/docs/understanding-data-inheritance.md)
- [Setting up Workspace Legends and Colors](https://help.iobeya.com/nextgen/docs/setting-up-workspace-legends-and-colors.md)
- [Administering Board Templates](https://help.iobeya.com/nextgen/docs/administering-board-templates.md)
- [Changing Home Banner](https://help.iobeya.com/nextgen/docs/changing-home-banner.md)
- [Setting up Default Data Visibility](https://help.iobeya.com/nextgen/docs/setting-up-default-data-visibility.md)
- [Managing Rooms within a Workspace](https://help.iobeya.com/nextgen/docs/managing-rooms-within-a-workspace.md)
- [Managing Workspace Roles](https://help.iobeya.com/nextgen/docs/managing-workspace-roles.md)
- [Managing Invitations at Workspace Level](https://help.iobeya.com/nextgen/docs/managing-invitations-at-workspace-level.md)
- [iObeya ID Overview](https://help.iobeya.com/nextgen/docs/iobeya-id-overview.md)
- [Understanding iObeya ID](https://help.iobeya.com/nextgen/docs/understanding-iobeya-id.md)
- [Accessing iObeya ID](https://help.iobeya.com/nextgen/docs/accessing-iobeya-id.md)
- [Questions We Ask When Setting Up SSO With iObeya ID](https://help.iobeya.com/nextgen/docs/questions-we-ask-when-setting-up-sso-with-iobeya-id.md)
- [Governance With iObeya ID](https://help.iobeya.com/nextgen/docs/governance-with-iobeya-id.md)
- [Managing Users With iObeya ID](https://help.iobeya.com/nextgen/docs/managing-users-with-iobeya-id.md)
- [FAQ - Can I restrict access to a board or assign roles per board?](https://help.iobeya.com/nextgen/docs/can-i-restrict-access-to-a-board-or-assign-roles-per-board.md)
- [FAQ - What does a board template include when you create or update it?](https://help.iobeya.com/nextgen/docs/what-does-a-board-template-include-when-you-create-or-update-it.md)
- [FAQ - What does a board template not include when you create or update it?](https://help.iobeya.com/nextgen/docs/what-does-a-board-template-not-include-when-you-create-or-update-it.md)
- [FAQ - What happens to existing boards when you update a board template?](https://help.iobeya.com/nextgen/docs/what-happens-to-existing-boards-when-you-update-a-board-template.md)
- [FAQ - Is the Data view collaborative?](https://help.iobeya.com/nextgen/docs/is-the-data-view-collaborative.md)
- [FAQ - What happens when I import nodes using iObeya template file?](https://help.iobeya.com/nextgen/docs/what-happens-when-i-import-nodes-using-iobeya-template-file.md)
- [FAQ - What happens when I re-import a Node file that I exported and modified?](https://help.iobeya.com/nextgen/docs/what-happens-when-i-import-the-node-template-file-into-iobeya.md)
- [FAQ - What happens if parent-id and parent-code are inconsistent during node import?](https://help.iobeya.com/nextgen/docs/what-happens-if-parent-id-and-parent-code-are-inconsistent-during-node-import.md)
- [FAQ - What should I do if I made a mistake on one node?](https://help.iobeya.com/nextgen/docs/what-should-i-do-if-i-made-a-mistake-on-one-node.md)
- [FAQ - What should I do if I need to modify multiple nodes?](https://help.iobeya.com/nextgen/docs/faq-what-should-i-do-if-i-need-to-modify-multiple-nodes.md)
- [Board Sizes](https://help.iobeya.com/nextgen/docs/board-sizes.md)