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).

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 Local Agent management page (1). Here you can manage your Local Agents, and request them.

Agents

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 Management

This menu section includes the following items:

Profile Information

If you open the section (1) and click this item (2), you will reach your Profile Information page where basic profile info is located. Here you can edit profile and change password (3), or delete your account (4).

Profile Information

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