Dashboard

Immediately after logging into Itential Platform, you will be redirected to the Platform's main Dashboard. The Dashboard provides easy access to all of the applications available to you in the Platform. In addition, the Dashboard allows you to bookmark frequently accessed links and obtain support in your use of Itential Platform. These features combined create a unified interface that you can use as a starting point for any task that you need to accomplish in Itential Platform. This guide documents all of the features available in the Dashboard and describes how you can leverage them to complete your day-to-day work.

User Interface

The user interface (UI) of the Dashboard is comprised of the following main elements (labeled in Figure 1).

Figure 1: Itential Platform Main UI Elements

Details regarding the use of each UI element are provided in the following sections.

Applications

All of the functions the Itential Platform can perform are provided by applications. By default, Itential Platform includes many applications that are developed and maintained by Itential, but users are also able to develop their own custom applications that can be added to an Itential Platform instance.

Application Collections

Itential Platform applications are divided into four collections based on their functionality.

Launching an Application

Dashboard

To launch an application from the Dashboard:

1. Locate the desired application in the side navigation menu on the left-hand side of the screen.
2. Select the application; you will be redirected to that application in your active browser tab.

Application Menu

You can also launch applications from the application banner menu by performing the following steps:

1. Select the hamburger menu icon located at the top-right corner of the side navigation menu; the application banner menu will appear.
2. Hover your cursor over the Applications entry in the application banner menu; a list of applications will appear.
3. Select the desired application from the list; you will be redirected to that application in your active browser tab.

Bookmarks

In addition to launching applications, the Dashboard allows you to manage user-defined bookmarks. A bookmark is a link to a uniform resource locator (URL) that is given a name and, optionally, a description. Bookmarks can link to any URL; however, the URL defined in the bookmark does not have to direct the user to a feature within Itential Platform (though it can).

See also: External Links (Admin)

User Interface

The user interface of the Bookmarks element is comprised of the following (labeled in Figure 2).

Figure 2: Bookmarks UI

Creating a Bookmark

To create a bookmark:

1. Select the Create icon in the toolbar; the Create Bookmark modal will appear.
2. Enter a name and address (URL) for the bookmark and, optionally, define a description for the bookmark.
3. Select the Create button at the bottom-left corner of the Create Bookmark modal.

Accessing Bookmarks

To access a bookmark:

1. Use the Sort by button to specify the desired sorting criteria (optional).
2. Locate the desired bookmark.
3. Select the menu button (stacked dots) located at the bottom-right corner of the bookmark; the bookmark action icons will appear.
4. Select the Open page here icon to be redirected to the bookmark in your active browser tab, or select the Open in new window icon to open the bookmark in a new browser tab.

Editing Bookmarks

To edit a bookmark:

1. Select the menu button (stacked dots) located at the bottom-right corner of the bookmark; the bookmark action icons will appear.
2. Select the Edit icon; the Update Bookmark modal will appear.
3. Make any desired changes to the name, address (URL), and description of the bookmark.
4. Select the Update button at the bottom-left corner of the Update Bookmark modal to save and retain your changes.

Deleting Bookmarks

Bookmarks can be deleted individually or in bulk.

To delete an individual bookmark:

1. Select the menu button (stacked dots) located at the bottom-right corner of the bookmark; the bookmark action icons will appear.
2. Select the Delete icon; a confirmation modal will appear.
3. Confirm the deletion of the bookmark by selecting the Delete button at the bottom-left corner of the confirmation modal.

To delete bookmarks in bulk :

1. Select each bookmark to be deleted by ticking the selection box located at the bottom-left corner of the bookmark; a checkmark will appear in the selection box.
2. Select the Delete icon from the toolbar; a confirmation modal will appear.
3. Confirm the deletion of the bookmarks by selecting the Delete button at the bottom-left corner of the confirmation modal.

Getting Help & Support

Several links to support resources, such as user guides and API references, are provided in the Help & Support element of the Dashboard. Upon selecting a link, you will be redirected to the relevant content in a new browser tab.

Additional resource information for our customers is referenced below.