The Itential Platform dashboard is your starting point for accessing applications, managing bookmarks, and getting support. After logging in, you’ll see the dashboard with quick access to all Platform capabilities.
Log into Platform through your web browser.
2Enter credentials
Enter your username and password.
Default credentials:
- Username:
admin@pronghorn
- Password:
admin
Change the default password after your first login for security.
3Sign in
Press Enter or click Sign In
4View dashboard
Platform dashboard appears
Supported browsers
Use the current version of these browsers:
Dashboard elements
The dashboard provides access to applications, projects, and support resources.
Dashboard appearance may vary slightly between Platform versions.
All Platform functions are provided by applications. Applications are organized into collections based on their purpose.
Application collections
Launch an application
Access applications from the side navigation menu.
1Find the application
Locate the application in the side navigation menu on the left
2Select the application
Click the application name to open it in the current tab
Launch from application banner
Alternative method using the banner menu.
2Hover over Applications
Move your cursor over Applications to see the list
3Select application
Click the application to open it in the current tab
Projects
Projects provide a collaborative workspace for developing use cases within the Platform.
What you can do with Projects:
- Collaborate with team members on use cases
- Develop workflows, forms, and templates
- Test assets before production deployment
- Manage project validation and references
- Publish production-ready assets
Manage bookmarks
Create custom links to frequently accessed URLs. Bookmarks can link to any resource, inside or outside the Platform.
Bookmark interface elements
Create a bookmark
Add a new bookmark to your collection.
1Open create dialog
Click the Create icon (plus sign) in the toolbar
2Enter bookmark details
Fill in the required information:
- Name: Display name for the bookmark
- Address: Full URL (e.g.,
https://www.example.com)
- Description (optional): Brief description
3Save bookmark
Click Create at the bottom of the dialog
Always use full URLs with the protocol (https:// or http://). Incomplete URLs will not work properly.
Access bookmarks
Open a saved bookmark.
1Find the bookmark
Use the search bar if you know the bookmark name, or browse the list
3Choose how to open
- Open page here: Opens in current tab
- Open in new window: Opens in new tab
Use the Sort by button to organize bookmarks by name, date created, or date modified.
Edit a bookmark
Update bookmark details.
2Select edit
Click the Edit icon
3Make changes
Update the name, address, or description
4Save changes
Click Update at the bottom of the dialog
Delete bookmarks
Remove bookmarks individually or in bulk.
Delete individual bookmark:
2Select delete
Click the Delete icon
3Confirm deletion
Click Delete in the confirmation dialog
Delete multiple bookmarks:
1Select bookmarks
Click the checkbox at the bottom-left of each bookmark to delete
3Confirm deletion
Click Delete in the confirmation dialog
External links (Admin only)
Administrators can create global bookmarks that all users can access.
External links vs. personal bookmarks
Required permissions
To manage external links, you need:
- Create/edit:
ExternalLinks.admin role
- View/open:
ExternalLinks.getLinks permission (included in ExternalLinks.apiread role)
Non-admin users can only view and open external links.
Create an external link
Add a bookmark visible to all users.
1Open create dialog
Click the plus sign (+) in the Bookmarks section
2Enter link details
Fill in the information:
- Name: Display name
- Address: Full URL
- Description (optional): Help users understand the link’s purpose
The external link appears for all users in the External Links section.
Admin vs. user view
Admin view includes:
- Create button
- Edit button for each link
- Delete button for each link
User view includes:
- View and open links only
- No management buttons
External links open in a new browser tab when clicked.
Get support
Access support resources directly from the dashboard.
Support resources
Access these resources from the application banner menu:
Access support:
The application banner menu is accessible from any application by clicking the hamburger icon (☰) at the top-right of the side navigation.
Next steps
