Jump to Content
InvestGlass
HomeGuidesRecipesAPI ReferenceChangelogDiscussions
v1.0

GuidesInvestGlass
Guides
Guides
v1.0HomeGuidesRecipesAPI ReferenceChangelogDiscussions
All
Pages
Start typing to search…

Quick Start

  • InvestGlass 101
    • Introduction to navigating InvestGlass
    • InvestGlass glossary

Product Documentation

  • Incident
    • Setup Incident
    • Creating your first incident
  • E-Signature
    • Setup Signature
    • Signatory Order
    • Proposal - One-click E-Signature
    • PDF - Request E-signature
    • Form - Signature on submit and 2FA

CRM

  • Pipeline
  • Tags
  • Import / Export Record
  • Tasks
  • Invoices
  • Queues

Automation

  • Automation Overview
  • Approval Process Setup
  • Travel Requests
  • Freeze/Unfreeze a Form
  • Automation Examples
  • Automation Process
  • Logical Operators

PMS & Investment tools

  • Model Portfolio
  • Universe List

design and layout

  • Custom button

admin center

  • Password

AI

  • Smart Agent

Using the API

  • Using the API

Kleber App

  • 1. Introduction to Kleber App
  • 2. Installation & Setup Guide
  • 3. Project Structure Overview
  • 4. Authentication & User Roles
  • 5. API Integration with InvestGlass
  • 6.Key Screens & Functionality
  • 7. Customization & White-labeling
  • 8. Testing & Debugging
  • 9. Deployment
  • 10. Developer FAQ & Troubleshooting
  • 11. Plugin & Dependency Reference
  • 12. Security Considerations

4. Authentication & User Roles

How authentication is handled (OAuth, JWT, API key)

Integration with InvestGlass IAM if applicable

User roles and permission-based UI rendering

Storing credentials securely on device (e.g., FlutterSecureStorage)

Updated about 8 hours ago


3. Project Structure Overview
5. API Integration with InvestGlass