# The app editor

> How to open the app editor, save or discard your changes, remove an app, and what each of the seven tabs does.

Canonical HTML page: https://conclude.io/doc/apps/editor/
Last updated: 2026-11-02

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The app editor is a side drawer in the Dashboard. It edits one installed app. You need the **Manage apps** role to use it.

## Open the editor

1. In the Dashboard, open **Apps** in the sidebar.
2. Select the edit icon on the app's row. The drawer opens on **General**. The tab name is part of the address.

The edit icon and the **Install app** button appear only for users with the **Manage apps** role. See [Roles and permissions](https://conclude.io/doc/admin/users-and-access/roles-and-permissions/). Without the role, the drawer is read-only. It is also read-only while the organization is suspended.

## Save, discard and close

- **Save** turns on when three things are true. Something has changed, the YAML is valid, and any Jira integration account email you entered is a valid address. `Ctrl+S` (`Cmd+S` on macOS) also saves
- **Cancel** closes the drawer. With unsaved changes it becomes **Discard changes**. That returns every tab to the last saved state
- Switching tabs keeps unsaved changes. If you leave the editor with unsaved changes, Conclude asks you to confirm

## Install and remove an app

You install an app outside the editor.

1. On the **Apps** page, select **Install app**.
2. Choose a template.
3. Choose the workspace, team and channel.

[Templates](https://conclude.io/doc/apps/templates/) describes the list the installer offers. The [Dashboard quickstart](https://conclude.io/quickstart/dashboard/) walks through the flow.

To remove an app, select **Delete app** at the left of the editor footer and confirm. The button is absent when the drawer is read-only. The app is removed from its channel. If the channel is connected through [Connect](https://conclude.io/doc/connect/), app activity stops syncing across the connection. Messages the app already posted stay in Slack or Microsoft Teams.

## The seven tabs

![The seven editor tabs, each pointing to the part of the app definition it edits](https://conclude.io/images/doc/figures/f06-editor-tabs.svg)

*Figure: Each tab edits one part of the same app. The Expert tab shows all of it as YAML.*

An installed app shows the tabs in this order:

1. [General](https://conclude.io/doc/apps/editor/general/) sets the label, name, description and icon. It also decides whether each ticket becomes a thread or its own channel.
2. [Agents](https://conclude.io/doc/apps/editor/agents/) chooses which of the organization's agents answer on the app's tickets, on which events, and in which mode.
3. [Roles](https://conclude.io/doc/apps/editor/roles/) sets the default assignee, who is invited to new tickets, where alerts go, and who can use the app.
4. [Attributes](https://conclude.io/doc/apps/editor/attributes/) holds the fields on every ticket. The severity settings are a section on this tab, not a tab of their own.
5. [Texts](https://conclude.io/doc/apps/editor/texts/) changes the labels, captions, button texts and notification intros.
6. [Integrations](https://conclude.io/doc/apps/editor/integrations/) turns on email, Jira and Zendesk for this app.
7. [Expert](https://conclude.io/doc/apps/editor/expert/) shows the definition as YAML. Use it for triggers, scripting and any setting without a control.

Two tabs only appear in some cases.

- **Agents** is listed only when beta features are turned on for your organization. Other organizations see six tabs
- **Agents** and **Integrations** need a channel behind the app. A template is an app that is not installed yet, so it has no channel. The template editor in [**Admin console > Apps > Templates**](https://conclude.io/admin/apps/templates) shows five tabs, General, Roles, Attributes, Texts and Expert. Its footer has **Delete template**. It leaves out Agents whether or not beta features are on

## Next steps

Most people start on [General](https://conclude.io/doc/apps/editor/general/). [Automation](https://conclude.io/doc/apps/automation/) covers what the Expert tab adds beyond the form tabs.

## Pages in this section

- [General](https://conclude.io/doc/apps/editor/general/index.html.md): The General tab of the app editor, where you set an app’s label, name, description, icon, the word for a ticket, thread or channel mode, and channel names.
- [Agents](https://conclude.io/doc/apps/editor/agents/index.html.md): How to add an organization agent to an app in the Agents tab, pick the triggers it answers, and set its mode in the app’s channel.
- [Roles](https://conclude.io/doc/apps/editor/roles/index.html.md): How the Roles tab sets the default owner of new tickets, who is invited to them, where alerts go, and who can use the app.
- [Attributes](https://conclude.io/doc/apps/editor/attributes/index.html.md): How to add, order, edit and remove an app’s fields in the Attributes tab, and how the severity settings on the same tab work.
- [Texts](https://conclude.io/doc/apps/editor/texts/index.html.md): Which labels, dialog captions, button texts and notification intros an app can override in the Texts tab, and where each one appears.
- [Integrations](https://conclude.io/doc/apps/editor/integrations/index.html.md): How to turn on email, Jira and Zendesk for one installed app in the Integrations tab, and where each integration is set up and documented.
- [Expert](https://conclude.io/doc/apps/editor/expert/index.html.md): How to edit an app’s YAML directly in the Expert tab, what a validation error looks like, and which settings can only be changed here.

