Configuration Overview

The Configuration section is where you define the backbone of your Space. From how your environment is branded to how integrations are managed, this area sets the global behavior for everything built inside your Space.

This page focuses heavily on Space Settings, which are foundational to everything that happens in your environment. Teams and Users are also managed here but are covered in separate, dedicated pages.

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Why Configuration Matters

Before you dive into forms, workflows, or portal customization, it's important to set up your Space correctly. The configuration choices you make here will shape the behavior, security, and consistency of your entire environment.

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What You’ll Find in the Configuration Section

Space Settings

This is the most essential area for Space Admins. Space Settings define global behavior and presentation for your environment.

Details Tab

• Space Name: Friendly display name for your Space
• Slug: Unique URL identifier (e.g. https://<slug>.kinops.io)
• Inactive Session Limit: Auto-logout time in seconds
• Default Locale & Timezone: Applied across date/time fields and content
• Display Type: Determines how your portal loads
  • Custom: Loads your hosted bundle from an external source (e.g., AWS)
  • Hosted: Loads bundle from your Kinetic shared directory
  • Platform: Loads the Kinetic base theme
  • Redirect: Sends users to another URL entirely

⚠️

If Display Type is misconfigured, your portal bundle may not load correctly.

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Attributes Tab

Attributes let you define reusable configuration values that can be referenced in forms, workflows, or portals. Think of them as environment-level variables.

Common examples:

• web_server_url
• admin_kapp_slug
• default_approval_form

These attributes apply globally across your entire Space and can be overridden at the Kapp or Form level if needed.

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OAuth Tab

Set up OAuth Clients for systems that need to authenticate against your Space. Common uses:

• Local development with a React bundle
• External systems sending/receiving data via the API

Each client requires a redirect URI and a client ID. No secrets are required for most read-only interactions.

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Security Tab

Here you can manage:

• Who can access or modify users and teams
• What teams users can be added to
• Trusted Resource and Frame Domains (for embedding apps and handling CORS issues)

Be cautious—adding a trusted domain can open up security vulnerabilities if not properly scoped.

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Workflow Tab

This section controls automation behavior at the Space level:

• Engine: Start or stop the workflow engine and define the default source name
• Categories: Organize handlers and routines
• Policy Rules: Apply rules to limit access to certain workflow components (e.g., APIs, consoles)
• System Errors: Review and resolve automation issues when workflows fail to execute

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Plugins

Plugins allow you to define, test, and manage external integrations within your Space. These integrations are built using reusable Connections (which define where to connect) and Operations (which define what to do).

Each Plugin can connect to external REST APIs (like ServiceNow or Salesforce) or internal Kinetic APIs (to update submissions, fetch teams, etc.).

Common use cases include:

• Sending onboarding data to ServiceNow
• Fetching approvers from Active Directory
• Updating a submission status inside the Kinetic Platform

Plugins are frequently used within:

• Forms: To dynamically populate dropdowns or set default values using external data
• Workflows: To create tickets, fetch data, send emails, or call webhooks as part of automation

🧠

Need help building an integration?

The Kinetic Platform has a dedicated Plugins & Integrations documentation section that walks through setup, testing, best practices, and advanced use cases.

Whether you’re connecting to an external system or simply structuring internal API calls, Plugins are your integration engine.

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Translations

Add multilingual support to your platform by translating key content strings. This is especially useful for customer-facing portals or international organizations.

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Users and Teams

While both are accessed from the Configuration section, their depth warrants separate coverage:

• Managing Users ➜
• Managing Teams ➜

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Recap: What You Control in Configuration

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Next Steps

Once you've reviewed the Configuration section and set up your Space-wide settings, you're ready to explore the other key areas of the Console:

• Insights: Monitor workflow activity, investigate errors, and review system events in real time.
• Build: Create and manage Kapps, organize forms, and configure the foundation for integrations and workflows.
• Definitions: Define the reusable elements—like attributes, security policies, and webhooks—that help your platform stay scalable and secure.

Each section plays a unique role in building and supporting your solutions on the Kinetic Platform. Continue exploring to see how they connect.