Platform On-Prem

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.

2

Enter credentials

Enter your username and password.

Default credentials:

  • Username: admin@pronghorn
  • Password: admin

Change the default password after your first login for security.

3

Sign in

Press Enter or click Sign In

4

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.

ElementPurpose
Side navigation menuAccess application collections: Administration, Design, Operation, Legacy & Custom
ProjectsCollaborative workspace for creating workflows, forms, templates, and transformations
Automation with ItentialQuick reference for primary application collections
Help & SupportLinks to documentation, support, and resources
BookmarksCreate 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

CollectionApplicationsPurpose
AdministrationAdmin EssentialsUser roles, permissions, tags, profile settings
DesignStudio, Lifecycle ManagerCreate workflows, forms, templates
OperationOperations Manager, Configuration ManagerManage automation execution and device configurations
Legacy & CustomVariousUser-created and earlier applications

Launch an application

Access applications from the side navigation menu.

1

Find the application

Locate the application in the side navigation menu on the left

2

Select the application

Click the application name to open it in the current tab

Launch from application banner

Alternative method using the banner menu.

1

Open banner menu

Click the hamburger icon (☰) at the top-right of the side navigation

2

Hover over Applications

Move your cursor over Applications to see the list

3

Select application

Click the application to open it in the current tab

Admin Essentials

Configure Platform settings and manage users

Studio

Build workflows and automations

Operations Manager

Execute and monitor automations

Configuration Manager

Manage device configurations and compliance

Lifecycle Manager

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

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

ElementFunction
ToolbarCreate, select all, and delete bookmarks
Search barFind bookmarks by name
Sort byChange bookmark display order
Bookmark cardsIndividual bookmark with name and description
Action iconsOpen, edit, or delete individual bookmarks

Create a bookmark

Add a new bookmark to your collection.

1

Open create dialog

Click the Create icon (plus sign) in the toolbar

2

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
3

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.

1

Find the bookmark

Use the search bar if you know the bookmark name, or browse the list

2

Open action menu

Click the menu button (⋮) at the bottom-right of the bookmark card

3

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.

1

Open action menu

Click the menu button (⋮) on the bookmark card

2

Select edit

Click the Edit icon

3

Make changes

Update the name, address, or description

4

Save changes

Click Update at the bottom of the dialog

Delete bookmarks

Remove bookmarks individually or in bulk.

Delete individual bookmark:

1

Open action menu

Click the menu button (⋮) on the bookmark card

2

Select delete

Click the Delete icon

3

Confirm deletion

Click Delete in the confirmation dialog

Delete multiple bookmarks:

1

Select bookmarks

Click the checkbox at the bottom-left of each bookmark to delete

2

Click toolbar delete

Click the Delete icon in the toolbar

3

Confirm deletion

Click Delete in the confirmation dialog

Administrators can create global bookmarks that all users can access.

FeaturePersonal bookmarksExternal links
VisibilityOnly youAll users
Who can createAll usersAdmins only
Who can editOnly youAdmins only
PurposePersonal shortcutsOrganization-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.

Add a bookmark visible to all users.

1

Open create dialog

Click the plus sign (+) in the Bookmarks section

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:

ResourceWhat you’ll find
Resource LibraryWhite papers, e-books, videos, podcasts
Developer HubTools, resources, and open source projects
Product SupportHelp with production environment issues

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

Search the Platform

Find resources across applications

Admin Essentials

Configure Platform settings

Studio

Start building workflows

Projects

Create collaborative projects