Platform Tour
A map of the application: what every area of the sidebar is for, and where to find it.
When you sign in you land on your account picker at /home, which lists the teams you belong to. Choose a team and you arrive at that team's workspace.
Throughout this documentation, <team> in a URL means your team's short name — for example /home/northern-care/monitoring.
The team sidebar
The team sidebar is grouped into four sections.
Operations
| Item | URL | What it is |
|---|---|---|
| Monitoring | /home/<team>/monitoring | The main dashboard: data freshness, active alerts, metric trends, summary cards, and a map preview. This is the team's landing page. |
| Data Editor | /home/<team>/monitoring/map | The interactive FSA map and region data table. Assign areas to regions, overlay any metric, and edit metric values. Appears only once the team has a data source. |
| Balance | /home/<team>/optimize | Optimization runs — configure and launch a run, and browse past runs. |
| Preview | /home/<team>/optimize/preview | A what-if sandbox for manual changes. Nothing here affects live data. |
The optimization area is labelled Balance in the sidebar, and the map is labelled Data Editor. This documentation uses those names, and mentions "optimization" and "map" where it helps.
Reporting
| Item | URL | What it is |
|---|---|---|
| Reports | /home/<team>/reports | Generate and download branded PDF reports. |
Intelligence
| Item | URL | What it is |
|---|---|---|
| Willow | /home/<team>/assistant | An analytical assistant that answers questions about your caseload data. Read-only. |
Willow is also available as a slide-over panel from anywhere in the team workspace, so you do not have to leave the page you are on.
Settings
| Item | URL | What it is |
|---|---|---|
| Settings | /home/<team>/settings | Team name, logo, short name, ownership transfer, and your own alert email preference. |
| Members | /home/<team>/members | The team roster and pending invitations. |
| Integrations | /home/<team>/integrations | The team's data source — connect, reconfigure, or upload. |
Manage Tenant
If you are a member of your organization's administration group, an Admin section appears at the bottom of the sidebar with a Manage Tenant link pointing at /home/organization.
This is the organization-level console: teams, organization members, shared vendor credentials, and single sign-on. It is covered in Administration.
Tabs inside Manage Tenant vary by your organization role — the Integrations tab requires owner or admin, and the Single Sign-On tab is owner-only.
Your own account
| Item | URL | What it is |
|---|---|---|
| Account picker | /home | The teams you belong to. |
| Profile | /home/settings | Your email, password, multi-factor authentication, and linked sign-in identities. |
Your profile is also reachable from inside a team at /home/<team>/settings/profile, so you do not have to leave the workspace to change your password or enable MFA.
What you will not see
Some items are hidden rather than disabled:
- Data Editor does not appear until the team has a data source connected.
- Billing is hidden unless billing is turned on for your deployment.
- Manage Tenant does not appear unless you belong to the organization.
- Inside Manage Tenant, Integrations and Single Sign-On are hidden from organization viewers.
If a colleague can see something you cannot, the cause is almost always a role difference. See Teams and Members.