Ingentis org.manager Features
Agentic AI - Org Chart (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Basics (4)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Real-Time Reporting
Active reporting of data and metrics
Content (2)
Automation
Automates some or all operation related tasks
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Generative AI (7)
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Prepare (5)
Strategy Map
Create and manage maps for multiple strategies at the department or company level.
Strategy Model
Provide pre-defined strategy models that can be customized and combined by users
Rules
Define rules to assign employees and resources to various strategic plans
Frameworks
Support multiple strategy frameworks such as Balanced scorecard and OKR
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Additional Functionality (245)
KPI Monitoring
Tracking the status of previously identified performance measurements
Secure Data Storage
Securely stores data to prevent data loss or breaches
Multiple Data Sources
Allows users to manage data from a number of sources
Data Visualization
Graphical representation of data
Single Sign On
Allow users to access multiple services after entering their login credentials once
Natural Language Search
Ability to interact with the application using human languages such as English
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Ad hoc Reporting
Generate one-off reports that meet information requirements
Activity Tracking
Track and document all activities across devices, networks, and other systems
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Branding
Add customized logos and colors to align with company branding
Data Aggregation
Collect, process and structure data from multiple sources for further analysis
Dashboard Creation
Creation and customization of dashboards
Data Connectors
Connect to big data sources
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
API
Application programming interface that allows for integration with other systems/databases
Forecasting
Form predictions based on past and present data/trends
Interactive Elements
Various components within a system including buttons, clickable icons, hover effects, and more
Single Page View
Display aggregated data points on one page for a bird's eye view assessment
Data Import/Export
Import and export data to and from software applications
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Workflow Management
Create, design and manage workflows for repetitive tasks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Functions/Calculations
Perform various mathematical calculations using the data
Historical Reporting
Information, data and reports that are being tracked over time
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Visual Discovery
Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Reporting
Active reporting of data and metrics
Data Mapping
Track the management and flow of data throughout the organization
Relational Display
Relationship diagram view that arranges items in data based on the relationships between them in a freeform graph.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
OLAP
Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data
Ad hoc Query
One-off queries made on an as-needed basis
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Mobility
Is accessible from a mobile device and by users on the go.
Dashboard
Has a centralized dashboard for users to interact with
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Internal Talent Mobility
Movement of employees across roles within the same company
Employee Portal
Online portal where employees can access and track their own information
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Customizable Branding
Add customized logos and colors to align with company branding
Workflow Management
Create, design and manage workflows for repetitive tasks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Document Storage
Store and organize documents in a centralized system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Benefits Management
Record employee's benefit plans and selections throughout career progression
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Compensation Plan Modeling
Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Email Templates
Pre-made examples and templates for emails
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Attendance Tracking
Track the attendance of specific individuals or groups
Real-Time Analytics
Analyze and gain insights into data in real-time
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Real-Time Reporting
Active reporting of data and metrics
Turnover Tracking
Document Management
Store, manage, and track all electronic documents in a centralized location
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Talent Management
Integrate with Talent Managment software to better track learners progress and training sessions
Employee Self Service
Gateway through which employees can access the system
Employee Portal
Online portal where employees can access and track their own information
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Visualization
Graphical representation of data
Performance Appraisal
Evaluation process that provides feedback on an employee's job performance
Task Management
Create, manage and track all task activities and progression
Ad hoc Reporting
Generate one-off reports that meet information requirements
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Data Import/Export
Import and export data to and from software applications
Secure Data Storage
Securely stores data to prevent data loss or breaches
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
API
Application programming interface that allows for integration with other systems/databases
HR Metrics Library
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Predictive Modeling
Analyzing historical and current data and generating a model to help predict future outcomes.
Customizable Reports
Alter the layout and content of reports
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Training Management
Track employee/learner's progression through training programs
Survey/Poll Management
Create and administer polls and surveys
Leave Tracking
Manage and track employee attendance
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
KPI Monitoring
Tracking the status of previously identified performance measurements
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Budgeting/Forecasting
Create budgets based on historical data and future projections
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Visualization
Graphical representation of data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Ad hoc Reporting
Generate one-off reports that meet information requirements
Data Management
Ability to handle large datasets
Scorecards
Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions
Secure Data Storage
Securely stores data to prevent data loss or breaches
Trend/Problem Indicators
Visually identify direction of development and areas that require attention
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Self Service Data Preparation
Access, combine, transform, and store data without the help of an IT department
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Data Import/Export
Import and export data to and from software applications
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Benchmarking
Compare key metrics for the business against prominent players in the industry
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Data Integration
Combining data from different sources and providing a unified view
Predictive Analytics
Predict future data based on historical data sets
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Prioritization
Arrange tasks based on the level of priority or urgency
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Projections
Estimate or forecast of a future scenario based on the study of present trends
Dashboard Creation
Creation and customization of dashboards
Document Management
Store, manage, and track all electronic documents in a centralized location
Planning Tools
Idea Management
Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
Progress Reports
Document and report the progress of ongoing projects
Customizable Reports
Alter the layout and content of reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Reporting
Active reporting of data and metrics
Commenting/Notes
Leave comments and notes on documents for others to view
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Forecasting
Form predictions based on past and present data/trends
Task Management
Create, manage and track all task activities and progression
Project Accounting
Manage and track financials on a project-to-project basis
Modeling & Simulation
Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making
Single Sign On
Allow users to access multiple services after entering their login credentials once
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Data
Receive data and information in real time
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Succession Management
Real-Time Analytics
Analyze and gain insights into data in real-time
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Goal Management
Allows employees to set and manage work or career related goals
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Succession Planning
Planning, tracking and developing internal talent for future key position filling
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Talent Acquisition
Recruiting, tracking, and interviewing candidates and onboarding/training new employees
Training Management
Track employee/learner's progression through training programs
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
API
Application programming interface that allows for integration with other systems/databases
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Career Development
Process of enhancing skills & experiences for continuous professional growth & advancement
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Workflow Management
Create, design and manage workflows for repetitive tasks
Customizable Reports
Alter the layout and content of reports
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Learning Management
Organize and track educational activities
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Individual Development Plans
Document completed by employee to assist with career and personal development to reach short term and long term goals
Email Reminders
Reminders sent via email
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Storage
Store and organize documents in a centralized system
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Assessment Management
Creation, administration, and evaluation of assessments or tests
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Competency Management
Catalog, manage, and develop employee skill sets
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Customizable Branding
Add customized logos and colors to align with company branding
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Version Control
Track revisions and updates made to files and navigate between different versions
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Time Off Requests
Tools that allow employees to request/schedule time off
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Data
Receive data and information in real time
Smart Chart Legend
Set rules to display fields in org chart to reduce clutter
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Management
Store, manage, and track all electronic documents in a centralized location
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
API
Application programming interface that allows for integration with other systems/databases
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Interactive Elements
Various components within a system including buttons, clickable icons, hover effects, and more
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Commenting/Notes
Leave comments and notes on documents for others to view
Customization
Create labels for products that contain required information such as colors, sizes, dates, etc.
Publishing/Sharing
Share pre-configured sets of data organized and presented in a specific manner with the organization
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Task Management
Create, manage and track all task activities and progression
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Fields
Customize data fields to support various needs and use cases
Training Management
Track employee/learner's progression through training programs
Customizable Reports
Alter the layout and content of reports
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Contact Management
Manage, organize, and store contact information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Employee Photos
Store photos of employees
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Org Chart Creation
Create and design org charts that include an organization's structure information, contact information, illustrations, and more
Resource Planning - Workforce Planning (4)
Reconciliation
Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting
Headcount Planning
Provides overview of planning and prediction for current and future employee headcount
Reporting
Outputs reports on headcount and budgeting analytics
Expense Planning
Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits
Reports (22)
Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
Graphs and Charts
Offers a variety of attractive graph and chart formats.
Score Cards
Score cards visually track KPI's.
Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
Customizable Reports
Alter the layout and content of reports
Marketing Reports
Reports specific to marketing and associated campaigns
Sales Reports
Reports specific to sales analysis for trends and strategies
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Interactive Reports
Edit and personalize data view as needed
Customizable Reports
Alter the layout and content of reports
Customizable Reports
Alter the layout and content of reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Dashboard
Alter the layout and content of dashboards
Score Cards
Score cards visually track key performance indicators (KPIs)
Customizability
Reports can be customized based on the intended audience, available data, length, and depth
Graphs and Charts
The outputs of reports are customizable in using graphs and charts
Dashboards
Real-time up to date outputs can be created to provide information to decision makers and leadership
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
Share Reports
Receive email reports and notifications regarding metrics.
Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
Data Updates (9)
Historical Snapshots
Ability to track historical data.
Real-Time Updating
Track metrics in real time with consistent and frequent updates.
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Customizable Reports
Alter the layout and content of reports
Predictive Analytics
Predict future data based on historical data sets
Data Management
Ability to handle large datasets
Real-Time Data
Receive data and information in real time
Historical Snapshots
Ability to track historical data.
Real-Time Updating
Track metrics in real time with consistent and frequent updates.
Visualization (7)
Graphs and Charts
Offers a variety of attractive graph and chart formats.
Score Cards
Score cards visually track KPI's.
Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
Formats
Allows one to create and export visualization into various formats (PNG, JPEG, etc.)
Mobile Dashboards
View and present dashboard on mobile devices
Public Dashboards
Publish dashboard publicly on various platforms
Private Dashboards
Share dashboard screen within private user groups
Plan (8)
Vision Statement
Adds values, mission and vision statements to strategy plans
Goals
Assigns goals to strategic plans and define owners and milestones for each goal.
Collaboration
Allow users from multiple teams to collaborate on strategic planning and implementation.
Cascade Planning
Ensures that various teams, departments, and business entities are aligned with the strategy of the company.
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Project Planning
Organize and schedule projects
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Activity Planning
Execute (4)
Performance
Track the performance of strategy execution tasks and identity opportunities for improvement
Communication
Clearly communicate how strategy plans should be implemented accross all departments of the company
Alignment
Align all staheholders involved to improve collaboration, visibility, and performance
Performance
Track the performance of strategy execution tasks and identity opportunities for improvement
Logistics (6)
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Integration
Offers integration to a wide variety of HR software solutions.
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Analytics
Provide analytics such as head count and budgeting.
Data Import/Export
Import and export data to and from software applications
Upload
Ability to manually upload the employee roster name by name
Employee Directory
Offers a way for users to create and organize a staff directory that is entirely searchable.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Human Resources - Workforce Planning (4)
Integrations & APIs
Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS
Compensation Bands
Provides overview of salaray ranges in relation to job levels
Org Chart
Offers the ability to rearrange company hierarchy and employee details in a chart format
Recruitment Workflows
Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders
Editing & Design (5)
Drag-and-Drop
Offer drag-and-drop capabilities for editing the org chart.
Update
Offer the ability to update the list as a business grows.
Customize
Enable users to customize the design of the org chart.
Details
Allow users to indicate different roles and departments on the chart.
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Restructure
Provide the ability to rearrange an exisiting chart in case of company restructure.
Cleaning (3)
Filtering
Raw data is able to be filtered into outputs with only the data useful for the analysis
Levels of Measurement
Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs
Transformation
Change the data format into csv., html, xml, etc.
Optimize (8)
Progress Tracking
Monitor the progress of all activities related to strategy and identify opportunities for improvement.
KPIs
Include KPIs to track the status and success of strategic operations.
OKR
Define and monitor objectives, and key results (OKR).
Status Tracking
Track the status over time for a request, process, asset, or transaction
Task Progress Tracking
Track the status and progress of tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Collaboration (3)
Sharing
Provides the ability to easily share visualizations.
Co-Editing
Allows multiple users to edit and create visualizations together.
Devices
Has the ability to edit visualization across devices and device types (e.g. computer and phone).
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