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Platform Tour

This document provides an insight into the basics of Platform UI. It describes all the items of the Navigational Menu from top to bottom.

At the top of our Navigational Menu you can find Contract name (1) and status (2). Also there is the Workspace switch (3), where you can select the Workspace you need to work with, and create new Workspaces (4).

Navigational Menu Header

Analyze

This menu section includes the following items:

Dashboard

The Dashboard (1) item opens the default page that you see when you open the Platform. On this page you can see the daily statistics diagram (2). The tabs below provide you with the lists of past executions (3) and errors (4). Also, there is an Add new flow button (5) that initiates Flow creation.

Dashboard

Executions

The Executions (1) item opens our Executions Page. Here you can find a list of executions (2) that you can sort with filters (3).

Executions

Logs

The Logs (1) item opens our Logs Page. Here you can find a list of logs (2) that you can sort with filters (3). You can also go to Executions Page by clicking on “Thread’s detais” (4).

Logs

Integrate

This menu section includes the following items:

Flows

You can manage your integration Flows here (1). Navigation through your Flow list is simplified with search and filters (2). You can open (3) each Flow for details and management, and see Flow status (4). Also, part of the management is done here, for example: starting (5), deleting (6), running (7) or stopping (8).

Flows

For more information please visite our Managing Flows page.

Credentials

This page (1) contains a list of Components that may require Credentials to work. In order to manage Credentials, select one of the Components (2). The green circle with a number (3) represents the number of valid Credentials you have for a certain Component.

Credentials

For more information please visite our Managing Workspaces page.

Agents

This is the VPN Agent management page (1). Here you can manage your Local Agents (2), and request them (3).

Agents

Topics

This is the Topics management page (1). Here you can manage your Topics (2) or create a new one (3).

Topics

Organize

This is the page where you can manage your Workspace (1). This includes changing Workspace name (2), adding members (3), and checking member list where you can edit or delete (5) members. Additionally, here you can delete (6) the Workspace itself.

Organize Workspace

For more information please visite our Managing Workspaces page.

Contract Settings

This menu section includes the following items:

Quota Usages

This item opens the Quota page (1) that contains all the information on the used and available resources, and a detailed report (2). It is beneficial for limited Workspaces.

Quota page

Developer Teams

Here you can manage your Developer Teams (1). Each team’s details (2) can be opened on this page. Also, you can add new teams via the corresponding button (3).

Developer Teams

Members

This item brings you to the Members page (1), where you can manage Contract Members (2).

Members

For more information please visite our Managing user roles page.

Documentation

Documentation presents two links: to docs and to API docs.

Documentation

Support

Support presents links to support helpdesk or built-in intercom.

Support

Profile Information

To find your profile information click to open the profile menu (1) and select the profile name (2). Here you can do the following actions:

Profile Information

Edit your profile

Here you can edit the name and email address associated with your account. Just be careful to safe this in your records to not get locked out of the platform.

Edit Profile

Change your password

Here you can change your password which you use to login to the platform - not your API Key. Please follow the instructions to generate secure password.

Change your password

Two-factor authentication

We use Google 2FA to provide additional layer of security. Here you can enable the two-factor authentication. You would need Google Authenticator to read the generated QR-code:

Generated QR code

Open your Google Authenticator and scan this QR-code to get the code:

Code entered

After this the 2FA will be enabled, but before navigating away you better copy, download or print the recovery codes:

Recovery Codes

When everything is successfully enabled you will get the following screen:

2FA enabled

Here you can either close this window and you will get a prompt to use your Google Authenticator along with your username/password pair to enter the platform UI.

You can also disable the 2FA from here by pressing Disable button and when system will confirm with the following message:

2FA siabled

To enable the 2FA again you must repeat all previous steps.

Manage your API Key

Every platform user has a dedicated API Key to work with our REST API to automate many actions to include in your own workflows. Here you can copy your API Key which is purposefully obfuscated. Just click on the API key.

If you suspect your API Key might be compromissed (you gave to somebody and forgot about it) or you would like to just re-generate it you can do it here. Click on Generate new API Key button to get the following prompt:

Generate API Key

You are warned to consider this action:

Please Note Generating a new API key will replace the existing API key. If a new API key is generated, then API calls made with the old API key will fail. Are you sure that you wish to proceed?

Delete your account

You can delete your account by pressing this button. Please note this process is not reversible.

Identity Keys

If you open the section (1) and click this item (2), you will reach your SSH keys list, which you can manage from here.

SSH Keys

Sign Out

This item signs you out of the profile.

Sign Out