Basic navigation

After signing in, the platform presents a navigation bar along the top or side of the screen (depending on screen size) and a main content area.

Main navigation destinations

• Home — Your workspace. Shows all search views you have access to and a summary of your Watchlist panel counts.
• Watchlist — Your personal board of saved records.
• Admin (if you have the Admin role) — The administrative panel for managing users, connectors, and audit logs.
• Designer (if you have the Designer role) — The design panel for creating and editing views and managing groups.

Navigating between pages

Clicking a Search View on the Home page opens that view's search page. From a search page, clicking a record opens the corresponding detail page. The platform uses your browser's navigation history, so the browser Back button returns you to the previous page.