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  • Getting started
    • First steps
    • Login
  • Navigation
    • Sidebar
    • Path navigation
    • Home
    • Resources
  • Account management
    • Account
    • Profile
    • Security and access
    • Personal Access Key (PAK)
    • Notifications
  • Organization management
    • General
    • Members
    • Groups
    • Tags
    • Connect
  • Workspaces
  • Solutions
  • Datasets
    • Create dataset
    • Explore dataset
    • Upload data
    • Export data
    • Manage dataset
  • Insights
    • Create insight
    • Aggregation
    • Filters
    • SQL Editor
    • Visualization
      • Table chart
      • Line chart
      • Bar chart
      • Pie chart
      • Single number
    • Joins
      • Basics
      • Joins in insights
    • Manage insights
  • Reports (soon)
  • Forms (soon)
  • Documentation
  • Roles and permissions
    • Roles
    • Permissions
    • Permission matrix
  • Security and data protection
    • Trust Center
    • Security measures
    • Data protection
    • Hosting
  • Help and support
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  • Sidebar
  • Home
  • Resource Pages
  • Path Navigation
  • Favorites

War das hilfreich?

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Navigation

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Zuletzt aktualisiert vor 29 Tagen

War das hilfreich?

Polyteia features an intuitive navigation system that streamlines user access to workspaces, solutions, and resources like datasets. The platform encompasses a sidebar, a home dashboard, and overviews for resources, solutions, and workspaces, along with a path navigation tool. These components are crafted to enhance orientation, minimize clicks, and provide swift access to frequently used content.

The sidebar on the left is your main navigation tool, offering access to:

  • The organization switcher at the top

  • The Home page that leads to your dashboard

  • Resources such as Datasets and Insights

  • Your favorited Solutions and Workspaces where you are a member

  • Settings and Help at the bottom

The Home page is your personal entry point. It shows:

  • Your favorited workspaces, solutions, and resources

  • A complete list of all workspaces and solutions you have access to

Utilize the Datasets and Insights pages for a comprehensive overview. These pages allow you to search, sort, and filter by name, tags, or permissions, and provide direct access to content.

At the top edge of each content page, you'll see a path navigation that shows your current position, e.g.:

Home > Workspace > Solution > Insight ⭐️

This way you can see where you are and navigate back to previous pages.

Favorites

Next to the page title, you'll find a star symbol ⭐ at the top of the path navigation. Click it to add the element to your favorites. Favorited elements appear directly on your home page for quick access.

Favorites are available for:

  • Insights

  • Datasets

  • Forms

  • Reports

  • Solutions

  • Workspaces

A practical way to keep frequently used content quickly accessible.

Sidebar
Home
Path Navigation
Resource Pages