Platform Home

Platform Home provides a centralized dashboard displaying all the products you have access to.

Note: "Platform Home" and "Product Dashboard" are used interchangeably.

Access Platform Home

Once you have set up your software, you can log in to your domain to access Platform Home. From this page, you can click on any app tile to launch a product.

Product Dashboard

Once you're inside an application, you can return to Platform Home at any time by clicking the top left waffle menu and selecting "Platform Home." From the waffle menu, you can also switch between any of the applications you have access to.

Profile Dropdown Options

Click the icon next to your name in the top right corner to open a dropdown menu of options.

Expand each section to learn more.

🧾 Software Registration

The "Software Registration" link will take you to the Software Registration Portal, where you can set up your software. For detailed instructions, refer to Software Setup.

✏️ Edit Profile

The "Edit Profile" link takes you to a page where you can update your profile information. Please note that the email address associated with your profile cannot be changed. However, you can edit the following fields: first name, last name, company name, job title, and country/region.

Click "Save" to apply your changes, or "Cancel" to discard them.

📋 View Activity Log

The "View Activity Log" link takes you to a table displaying a log of your user account session activities. Activities such as sign-ins, session generations, and sign-outs from different devices are recorded.

You’ll also see additional columns providing details about each activity, including the device, browser, IP address, creation time, last activity time, and action.

From the Action column, you can click "Sign Out" to end any active sessions.

Lastly, click the waffle menu next to each column header to pin, autosize, reset, or customize the columns displayed.

🔑 Manage API Keys

The "Manage API Keys" page allows you to view and manage all your API keys.

Manage Existing API Keys

You will see a list of all the API keys associated with your domain, including their status, creation date, expiration date, last used date, and available actions. You can expand the dropdown for each key to view the roles associated with it, if applicable.

Click the icon to generate a new version of an existing API key. Regenerating an API key creates a new key value that replaces the old one. This is often done for security reasons—such as when you suspect a key has been exposed—or to rotate credentials regularly. Please note: if you regenerate a key, any existing integrations that rely on the original key may stop working unless you update them with the new key.

Click the icon to edit an API key. You can update the key name and choose whether the changes apply to all future workgroups and roles within the domain. You can also specify which current workgroups and domains the updated name applies to.

Click theicon to delete an API key. You can no longer access the API key once it's deleted.

Generate New API Key

To create a new API key, click the "Generate New API Key" button. Provide a name for the key, then choose to either include all workgroups or select specific workgroups that the key should have access to.

Once generated, the API key will be displayed in a hidden format. Use the "Show Key" button to reveal it, and optionally download the key as a file for secure storage.

⚠️ Important: Once this window is closed, the key will no longer be accessible through the domain interface. Be sure to store it securely for future use.

After generating a key, keep it in a safe location to use when accessing the platform via the command-line interface (CLI) or APIs.

💳 Subscriptions

The "Subscriptions" link takes you to a table displaying all subscriptions associated with the domain. This includes details such as the subscription name, subscription number, status, start date, end date, email address, and available actions.

The end date indicates when the subscription is scheduled to expire.

Most subscriptions—such as ICA—provide access to applications for all users in a domain.

For certain subscriptions—such as ICM—specific users need to be assigned to the subscription in order for someone to access the associated application. Only domain admins have permission to assign or unassign users to these type of subscriptions. To assign a user, click "Assign" and enter the user’s email address.

To unassign a user, click the "Unassign" link and the user will be removed.

Click the waffle menu next to each column to filter, pin, autosize, reset, or customize the columns displayed.

↩️ Sign Out

Click the "Sign Out" button to log out of your profile and return to the domain login page.