User Interface

The following diagram shows the main areas of the interface, each area groups similar types of functionality together regardless of the application mode or feature. Understanding each of those areas will increase confidence in navigating between content and functions.


ElementDescription

Application switcher

When the 'waffle' is visible, it indicates that the system is in Administration center mode. Clicking this switches back to Application mode.

and When the Transact or Collaborate icon is visible, it indicates that the system is in Application mode, if the tenant has subscriptions to both applications, then clicking the icon will switch to the other application where only views that are a part of the current application are available.

Global navigation

Persistent navigation element that indicates current context, contains access help as well as personalized options

Customer switcher (Service provider only)

Allows users to switch between:

  • For Service Providers to Switching Between Customers
  • Customers' Administration Center and Application mode
  • Some elements may be limited in use or visibility depending on organization type and/or permission set

Help Icon 

Product Support allows users to access external help links:

  • Keep up-to-date on recent changes to IR Cloud
  • Connect with the Community
  • Log a case with support
  • Access user guides in help

Profile Icon

Allows users to:

Sidebar

Navigator for various functions available with the context of the current mode, this navigator helps indicate which mode of the system you are currently in:

In Administration center, provides access to

  • System configuration called Manage
  • Account management called Billing

In Application mode, provides access to

  • Monitoring/dashboards used to access dashboards and curated explores
  • Explores used to tailor and create the dashboards

 Utility pane

Quick controls to modify and take action on information within the Content area

 Input pane

A collapsible pane that allows users to add filters, show or hide data and change presentation settings of the content area

Content area

Presentation of content for each of the product’s functions, depending on the system mode the content will contain

  • Administration center- Tables used to configure various aspects of the Application
  • Application mode - Tables, Charts and Graphs to present system data in a meaningful way to the user

Some elements may be limited in use or visibility depending on organization type and/or permission set.









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