> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.itential.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.itential.com/_mcp/server. # Navigate Platform 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. ## Access Platform Log into Platform through your web browser. #### Navigate to Platform URL Open your browser and go to the Platform address with port `3000`: ``` http://10.1.1.1:3000 ``` Replace `10.1.1.1` with your server address. #### Enter credentials Enter your username and password. Default credentials: * Username: `admin@pronghorn` * Password: `admin` Change the default password after your first login for security. #### Sign in Press **Enter** or click **Sign In** #### View dashboard Platform dashboard appears ### Supported browsers Use the current version of these browsers: * Chrome * Firefox * Edge ## Dashboard elements The dashboard provides access to applications, projects, and support resources. | Element | Purpose | | ---------------------------- | ------------------------------------------------------------------------------------- | | **Side navigation menu** | Access application collections: Administration, Design, Operation, Legacy & Custom | | **Projects** | Collaborative workspace for creating workflows, forms, templates, and transformations | | **Automation with Itential** | Quick reference for primary application collections | | **Help & Support** | Links to documentation, support, and resources | | **Bookmarks** | Create and manage links to frequently used resources | Dashboard appearance may vary slightly between Platform versions. ## Platform applications All Platform functions are provided by applications. Applications are organized into collections based on their purpose. ### Application collections | Collection | Applications | Purpose | | ------------------- | ----------------------------------------- | ----------------------------------------------------- | | **Administration** | Admin Essentials | User roles, permissions, tags, profile settings | | **Design** | Studio, Lifecycle Manager | Create workflows, forms, templates | | **Operation** | Operations Manager, Configuration Manager | Manage automation execution and device configurations | | **Legacy & Custom** | Various | User-created and earlier applications | ### Launch an application Access applications from the side navigation menu. #### Find the application Locate the application in the side navigation menu on the left #### Select the application Click the application name to open it in the current tab ### Launch from application banner Alternative method using the banner menu. #### Open banner menu Click the hamburger icon (☰) at the top-right of the side navigation #### Hover over Applications Move your cursor over **Applications** to see the list #### Select application Click the application to open it in the current tab #### [Admin Essentials](/admin-essentials/overview) Configure Platform settings and manage users #### [Studio](/studio/overview) Build workflows and automations #### [Operations Manager](/operations-manager/overview) Execute and monitor automations #### [Configuration Manager](/configuration-manager/overview) Manage device configurations and compliance #### [Lifecycle Manager](/lifecycle-manager/overview) Track infrastructure resource state ## 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 #### [Projects documentation](/studio/projects/overview) Learn how to create and manage projects ## Manage bookmarks Create custom links to frequently accessed URLs. Bookmarks can link to any resource, inside or outside the Platform. ### Bookmark interface elements | Element | Function | | ------------------ | --------------------------------------------- | | **Toolbar** | Create, select all, and delete bookmarks | | **Search bar** | Find bookmarks by name | | **Sort by** | Change bookmark display order | | **Bookmark cards** | Individual bookmark with name and description | | **Action icons** | Open, edit, or delete individual bookmarks | ### Create a bookmark Add a new bookmark to your collection. #### Open create dialog Click the **Create** icon (plus sign) in the toolbar #### Enter 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 #### Save 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. #### Find the bookmark Use the search bar if you know the bookmark name, or browse the list #### Open action menu Click the menu button (⋮) at the bottom-right of the bookmark card #### Choose 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. #### Open action menu Click the menu button (⋮) on the bookmark card #### Select edit Click the **Edit** icon #### Make changes Update the name, address, or description #### Save changes Click **Update** at the bottom of the dialog ### Delete bookmarks Remove bookmarks individually or in bulk. **Delete individual bookmark:** #### Open action menu Click the menu button (⋮) on the bookmark card #### Select delete Click the **Delete** icon #### Confirm deletion Click **Delete** in the confirmation dialog **Delete multiple bookmarks:** #### Select bookmarks Click the checkbox at the bottom-left of each bookmark to delete #### Click toolbar delete Click the **Delete** icon in the toolbar #### Confirm 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 | Feature | Personal bookmarks | External links | | ------------------ | ------------------ | --------------------------- | | **Visibility** | Only you | All users | | **Who can create** | All users | Admins only | | **Who can edit** | Only you | Admins only | | **Purpose** | Personal shortcuts | Organization-wide resources | ### 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. #### Open create dialog Click the plus sign (+) in the Bookmarks section #### Enter link details Fill in the information: * **Name**: Display name * **Address**: Full URL * **Description** (optional): Help users understand the link's purpose #### Create link Click **Create** 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: | Resource | What you'll find | | -------------------- | ------------------------------------------ | | **Resource Library** | White papers, e-books, videos, podcasts | | **Developer Hub** | Tools, resources, and open source projects | | **Product Support** | Help with production environment issues | **Access support:** * [Resource Library](https://www.itential.com/resources/) * [Developer Hub](https://developer.itential.io/) * [Product Support Portal](https://itential.atlassian.net/servicedesk/customer/portal/14) The application banner menu is accessible from any application by clicking the hamburger icon (☰) at the top-right of the side navigation. ## Next steps #### [Search the Platform](/intro/search-resources) Find resources across applications #### [Admin Essentials](/admin-essentials/overview) Configure Platform settings #### [Studio](/studio/overview) Start building workflows #### [Projects](/studio/projects/overview) Create collaborative projects