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Understanding the interface

concept
5 min readUpdated

What the authenticated workspace is

The authenticated workspace is Atloria's application entry surface: the place where you choose a destination and begin work with projects, documents, operations, and workspace settings. The Dashboard opens this workspace with a summary of projects, generations, and chat answers.

The workspace uses three regions. A sticky top bar provides the current context and shell tools. A sidebar groups destinations. The main content area holds the page you open, such as the Dashboard and its recent projects.

Use this page to orient yourself before opening a specific work area:

If you need to…Go to
Choose a destination from the application navigationFind a workspace destination
Recognize the top bar, sidebar, and main content areaUnderstand the workspace regions
Open search or review notificationsUse the top-bar tools
Work from a smaller screen or with platform accessHandle viewport and access variations
Continue with project workProjects overview
Continue with document workDocuments overview
Continue with operational workOperations overview
Read measurementsAnalytics overview
Learn the product's purposeWhat is Atloria

Before you start

The authenticated workspace is for a signed-in user. Sign in before using its navigation; the top bar shows the signed-in user's name and the Sign out control when a session user is present.

Platform administration is a separate access branch. When your account has platform-admin access, the navigation includes the Platform section and its Organizations destination.

The Dashboard shell does not ask you to complete input fields or validation groups before using its navigation. Select a destination to move into the work area that owns the task.

Find a workspace destination

The sidebar is the navigation list for the authenticated workspace. Each destination is grouped by the kind of work it supports, so you can choose a reader-facing label instead of entering a route.

Prerequisites

  • You are signed in to Atloria.
  • You know which kind of work you want to begin.

Steps

  1. In the sidebar, choose the group that matches your work, then select the destination from this table.

    If you need to…Choose a destination
    Open the application home or manage project and document workIn the Workspace group, select Dashboard, Projects, or Documents
    To review operational work or mediaSelect Operations, Analytics, Screenshots, Videos, or Captured Flows in the Enterprise group
    Work with the support assistantIn the AI & Tools group, select Support Agent
    Triage work or manage organization settings and paymentsIn the Settings group, select Desk, Issues, Organization, Branding, Integrations, or Billing
    Manage platform organizationsIn the Platform group, select Organizations

    The selected destination becomes the active navigation item. The application uses an exact match for Dashboard and Settings roots, and keeps a parent destination active while you work in one of its deeper pages.

Result: The selected workspace page opens, and its destination remains identifiable in the sidebar.

Understand the workspace regions

The Dashboard is the workspace's starting view: the top bar keeps shell tools available, the sidebar keeps destinations together, and the main content area presents the current page.

On a large screen, the sidebar remains visible beside the main content. The Dashboard main area starts with the Dashboard heading and a summary of projects, generations, and chat answers. When projects are available, the recent-projects table lists the headers Project, Docs, Categories, and Updated.

When more than four projects are available, the recent-projects area also provides View all. Use it to open the projects list rather than selecting one of the recent rows.

Use the top-bar tools

The top bar is the shared control area for search, notifications, workspace context, and the current session. Use it when you need a cross-workspace command or a quick review of notifications without changing the destination in the sidebar.

Prerequisites

  • You are signed in to Atloria.
  • You are on an authenticated workspace page.

Steps

  1. Select the top-bar tool that answers your immediate need.

    If you need to…SelectWhat happens
    Open the global command paletteSearchThe command palette opens.
    Review notificationsNotificationsThe notification panel opens; when unread notifications exist, select Mark all read. When the list is empty, it displays No notifications yet.
    End the current sessionSign outThe application routes you to the login page.

Result: The selected shell tool is open, the notification panel shows its current state, or the session ends at the login page.

Handle viewport and access variations

The navigation interaction changes with screen size and platform access. On a large screen, the sidebar is beside the page. On a smaller screen, open the menu to reach the same navigation surface. Platform administrators also receive a Platform destination.

Prerequisites

  • You are signed in to Atloria.
  • You know whether you are working on a small screen or with platform-admin access.

Steps

  1. Use the navigation surface that matches your screen and access, then select the destination you need.

    If…Action
    You are on a small screenSelect Menu, then select the destination.
    The mobile sidebar is openSelect Close sidebar, then select the destination.
    Your account has platform-admin accessSelect Organizations in Platform.
    You are on a large screenSelect the destination in the sidebar beside the main content.

Result: The appropriate navigation surface is available, and the selected destination opens without changing the work area you intended to use.

When dashboard information is unavailable

Dashboard activity and notifications are supporting information around the workspace you are using. If activity cannot be loaded, the Dashboard displays 7-day activity unavailable. If the notification list has no items, the notifications panel displays No notifications yet.

What you seeWhat to do
7-day activity unavailableContinue with the workspace destination you need.
No notifications yetContinue with the current workspace destination.

Continue to the next workspace task

The authenticated shell hands you to the destination that owns your next task. Choose the destination from the sidebar, or use View all when you need the complete projects list.

Prerequisites

  • You know which workspace task you want to continue.
  • You are signed in to Atloria.

Steps

  1. Select the next destination from this table.

    If you want to…Continue with
    Work with projectsProjects overview
    Work with documentsDocuments overview
    Run or monitor documentation workOperations overview
    Read measurementsAnalytics overview
    Move between application destinationsNavigation basics
    Personalize workspace choicesPersonalizing your workspace
    Open the complete project list from the DashboardView all

Result: The workspace page for the next task opens, or the complete projects list is available.

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