Manage Entities on Mobio
1. Overview
- Entity — A centralized location for managing and defining the data structure of important Mobio entities, such as Profiles, Accounts, Tickets, Products, and more.
- Benefits/Value: Entities allow you to personalize fields to fit your industry-specific attributes easily; centrally and consistently control how data displays across relevant modules.
- Users: Admins, Data Management Specialists.
2. Terminology & Configuration Parameters
- Entity — Core Mobio objects like Profiles, Accounts, Products, Opptys, Tickets, and Tasks.
- Dynamic Fields — Additional attributes defined by Mobio users beyond Base Fields.
- Field Group — A collection of related fields grouped for easier management and display.
- Entity Configuration — Configure the display order of Field Groups and fields when viewing or editing an entity.
3. Prerequisites
- Access Permissions: Your Mobio account must have the
OBJECTRBAC permission. For instructions, see Configure RBAC Access Permissions here. - Access Path: Go to Settings → then select Entities → then choose the entity type you want to configure (e.g., Profile).
4. Implementation Process
To fully set up an Entity, follow these steps:
- Step 1: Manage Fields and Field Groups: Define the data fields you need to collect and group them into Field Groups.
- Step 2: Configure Entity: Arrange Field Groups to optimize the user interface.
- Step 3: Set Up Specific Configurations (Optional): Implement specific settings for each entity type (e.g., advertising preferences for Profiles, Task types for Tasks).
5. Operational Rules & Use Cases (Application Flow)
- Mobio supports a maximum number of Dynamic Fields based on your Mobio plan. For details, refer to Mobio pricing.
- Note: Entities like Tags and Locations have their own management mechanisms and are not found in the Entities menu.
6. Frequently Asked Questions (FAQ)
- Q: Can I Delete Base Fields?
- A: No. Mobio only allows you to edit or delete Dynamic Fields that you create.