Platform Navigation

Use the menu on the side of the screen to move between different sections of the platform.

Scout is the platform's primary search tool.

Use Scout to search available data using identifiers such as:

You can also apply filters to refine your search results.

The Integrations section allows you to connect external services and extend platform functionality.

Available options may include:

The integrations available to you depend on your organization's access and configuration.

The Messages page contains announcements and updates from our team.

Here you can find:

The Learn section provides access to helpful resources and documentation. Available resources include:

- - - Knowledge Base articles
    - Getting Started guides
    - Best practices and tutorials

The Help section provides access to support and important policy documents.

From here you can:

Use Settings to manage your account information. Depending on your role, you may also have access to additional company administration features.

-> Account

Manage your personal profile and account settings.

-> Company Admin

Users with Company Admin permissions can manage company-specific settings and users.

Select the << button at the bottom of the navigation menu to collapse or expand the menu.

This can provide additional screen space while working in the platform.

The platform's navigation menu provides quick access to all available features and resources.