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.
Menu Header
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).
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.
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).
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).
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).
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.
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.
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.
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.
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).
Members
This item brings you to the Members page (1), where you can manage Contract Members (2).
For more information please visite our Managing user roles page.
Documentation
Documentation presents two links: to docs and to API docs.
Support
Support presents links to support helpdesk or built-in intercom.
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).
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.
Sign Out
This item signs you out of the profile.
