# Atloria Web # About Atloria Web _Welcome_ # Welcome to Atloria Web Atloria Web is a SaaS platform for documenting, organizing, and supporting software workflows. It brings written documentation, recorded user activity, visual assets, operational work, and support-related information into a single Organization so teams can maintain accurate knowledge and respond to issues efficiently. Access Atloria Web at [https://atloria.sherkety.cloud](https://atloria.sherkety.cloud). ## Who Uses Atloria Web Atloria Web supports the following users: - **Documentation managers** organize documentation standards, oversee Projects, and maintain consistent content across the Organization. - **Technical writers** create and update Documents, use screenshots and videos to clarify procedures, and turn Captured Flows into reusable guidance. - **Customer support agents** use Support Agent and Desk capabilities to assist users, review reported Issues, and provide accurate answers based on current documentation. - **Product or operations managers** coordinate Operations, monitor workflow-related activity, manage Issues, and use Analytics to understand content or platform performance. - **Workspace administrators** manage Organization access, Branding, Integrations, and Billing. ## What You Can Do in the App The App provides a connected workspace for managing the full lifecycle of software workflow documentation and support activity. ### Organize Work in Projects Use **Projects** to group related Documents, Captured Flows, screenshots, videos, and operational materials. Projects help teams keep documentation and workflow assets aligned with a product area, initiative, or ongoing body of work. ### Create and Maintain Documents Use **Documents** to write structured guides, internal procedures, and platform documentation. Documentation managers and technical writers can maintain clear, current instructions that support both internal teams and customers. ### Capture User Workflows Use **Captured Flows** to record step-by-step user workflows. Captured Flows can provide visual context for written Documents and help teams preserve accurate instructions for repeatable tasks. ### Manage Operational Work and Issues Use **Operations** to manage workflow-related activity and operational work. Use **Issues** to record and track reported problems, bugs, or support items requiring attention. Keeping operational activity and Issues connected to relevant Projects and documentation improves visibility and follow-through. ### Support Users Through Desk Use **Support Agent** and **Desk** capabilities to handle customer or user requests. Customer support agents can reference Documents, Captured Flows, and Issues while assisting users, helping ensure that responses are based on maintained information. ### Review Analytics Use **Analytics** to review usage or performance reporting for the platform or its content. Analytics can help documentation managers and product or operations managers identify where content is effective and where workflows may need improvement. ### Manage the Organization Workspace administrators manage the Organization, including team access and account-level configuration. Organization management includes: | Area | Purpose | |---|---| | **Branding** | Configure the Organization’s visual identity settings. | | **Integrations** | Connect Atloria Web to external services. | | **Billing** | Manage subscription, payment, and account charge information. | ## A Connected Documentation and Support Workspace Atloria Web helps teams reduce fragmented documentation, unsupported workflow changes, and duplicated support effort. By connecting Projects, Documents, Captured Flows, Operations, Issues, and support work in one App, the platform makes it easier to maintain reliable information, coordinate work, and support users throughout the lifecycle of a software workflow. # Analytics _Applications › App › enterprise_ ![Analytics](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a23cb5c4d66ea430545639eb95515b8b.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A72.48%2C%22y%22%3A7.18%2C%22w%22%3A3.09%2C%22h%22%3A2.23%2C%22label%22%3A%222%20%2030d%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A16.48%2C%22y%22%3A4.48%2C%22w%22%3A16.37%2C%22h%22%3A2.58%2C%22label%22%3A%223%20%20Dashboard%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A24.66%2C%22y%22%3A5.77%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A48.04%2C%22y%22%3A4.48%2C%22w%22%3A16.37%2C%22h%22%3A2.58%2C%22label%22%3A%224%20%20Needs%20Attention%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A56.22%2C%22y%22%3A5.77%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A63.82%2C%22y%22%3A4.48%2C%22w%22%3A16.37%2C%22h%22%3A2.58%2C%22label%22%3A%225%20%20Export%20Center%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A5%2C%22x%22%3A72.0%2C%22y%22%3A5.77%7D%5D%7D) *Analytics* ![30d](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/af8230ab64e7bb63b8a112e9a3b313d5.png) ![Dashboard](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/878267d74869744d9b7b755128b94db9.png) ![Needs Attention](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0a9e11ba11be9cb793ef765b5b0389c0.png) ## Overview Analytics provides a workspace for reviewing platform activity over a selected reporting period. Documentation managers, technical writers, customer support agents, product or operations managers, and workspace administrators can use it to examine the Dashboard, inspect the Audit Trail, and identify items in Needs Attention. Use Analytics when you need to review recent activity, focus on follow-up items, or open the Export Center for an export-related task. Start by selecting the period that best matches the question you need to answer. ## Workflow ### Select the reporting period 1. From the main navigation, select **Analytics**. ![Analytics](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d5cdb2bcdb143d9a2f2f63be57047c07.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A72.48%2C%22y%22%3A7.18%2C%22w%22%3A3.09%2C%22h%22%3A2.23%2C%22label%22%3A%222%20%2030d%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A16.48%2C%22y%22%3A4.48%2C%22w%22%3A16.37%2C%22h%22%3A2.58%2C%22label%22%3A%223%20%20Dashboard%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A24.66%2C%22y%22%3A5.77%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A48.04%2C%22y%22%3A4.48%2C%22w%22%3A16.37%2C%22h%22%3A2.58%2C%22label%22%3A%224%20%20Needs%20Attention%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A56.22%2C%22y%22%3A5.77%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A63.82%2C%22y%22%3A4.48%2C%22w%22%3A16.37%2C%22h%22%3A2.58%2C%22label%22%3A%225%20%20Export%20Center%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A5%2C%22x%22%3A72.0%2C%22y%22%3A5.77%7D%5D%7D) *Analytics* ![30d](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/af8230ab64e7bb63b8a112e9a3b313d5.png) ![Dashboard](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8f89d5f0864bed7c7ddd7ff6e37b9cab.png) ![Needs Attention](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f8987d42b64ae9c196a25c5b8f590e84.png) 2. Decide how much history to review, then select one reporting-period control: - Select **7d** to review the last seven days. - Select **30d** to review the last thirty days. - Select **90d** to review the last ninety days. - Select **1y** to review the last year. The selected period determines the timeframe used when you review Analytics information. > **Tip:** Use **7d** for recent operational follow-up. Use **90d** or **1y** when you need a broader review period. ### Choose the type of activity to review 3. After selecting a period, decide which Analytics view answers your question: - Select **Dashboard** to open the Dashboard view. - Select **Audit Trail** to open the Audit Trail view. - Select **Needs Attention** to open items presented for follow-up. ![Analytics](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/6173a89e573a2d638660f3ff4029bca0.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A72.48%2C%22y%22%3A6.05%2C%22w%22%3A3.09%2C%22h%22%3A2.24%2C%22label%22%3A%222%20%2030d%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A16.48%2C%22y%22%3A3.31%2C%22w%22%3A16.37%2C%22h%22%3A2.59%2C%22label%22%3A%223%20%20Dashboard%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A24.66%2C%22y%22%3A4.6%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A48.04%2C%22y%22%3A3.31%2C%22w%22%3A16.37%2C%22h%22%3A2.59%2C%22label%22%3A%224%20%20Needs%20Attention%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A56.22%2C%22y%22%3A4.6%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A63.82%2C%22y%22%3A3.31%2C%22w%22%3A16.37%2C%22h%22%3A2.59%2C%22label%22%3A%225%20%20Export%20Center%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A5%2C%22x%22%3A72.0%2C%22y%22%3A4.6%7D%5D%7D) *Analytics* ![30d](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7e13a22ac69a92cf723ed8a015a28683.png) ![Dashboard](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/df83100a9fdca29202ed67e546526a8f.png) ![Needs Attention](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/76a1faa2501fa57803a48488a1314d0a.png) 4. Review the information in the selected view for the period you chose. If the view does not address your current question, choose another available view without changing the reporting period, or select a different period and review the view again. > **Note:** The Dashboard, Audit Trail, and Needs Attention views serve different review purposes. Select the view first based on whether you need an overview, an audit-focused review, or follow-up items. ### Decide whether an export is required 5. If reviewing the Analytics views is sufficient, keep the selected period and view as your current review context. If an export is required, select **Export Center**. ![Analytics](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0fec18a063d1b3595785632650f68802.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A72.48%2C%22y%22%3A6.05%2C%22w%22%3A3.09%2C%22h%22%3A2.24%2C%22label%22%3A%222%20%2030d%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A16.48%2C%22y%22%3A3.31%2C%22w%22%3A16.37%2C%22h%22%3A2.59%2C%22label%22%3A%223%20%20Dashboard%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A24.66%2C%22y%22%3A4.6%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A48.04%2C%22y%22%3A3.31%2C%22w%22%3A16.37%2C%22h%22%3A2.59%2C%22label%22%3A%224%20%20Needs%20Attention%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A56.22%2C%22y%22%3A4.6%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A63.82%2C%22y%22%3A3.31%2C%22w%22%3A16.37%2C%22h%22%3A2.59%2C%22label%22%3A%225%20%20Export%20Center%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A5%2C%22x%22%3A72.0%2C%22y%22%3A4.6%7D%5D%7D) *Analytics* ![30d](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/baa764c939fe23707a37f2d57236b26d.png) ![Dashboard](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2fe5d4a5b9167b3211f124c39cba5ecb.png) ![Needs Attention](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b6b5857930cc4cabf503d9332639b9f3.png) 6. Continue in the Export Center to handle the export requirement. > **Warning:** Opening **Export Center** changes the workspace from Analytics review to export-related work. Confirm the reporting period and view you need before leaving Analytics. ## Examples ### Review the previous thirty days and prepare for an export A product operations manager needs to review activity from the last thirty days before handling an export request. 1. The manager selects **Analytics** from the main navigation. 2. The manager selects **30d** to set the reporting period to thirty days. 3. To begin with an overall view, the manager selects **Dashboard**. 4. The manager then selects **Needs Attention** to review the items presented for follow-up during the same thirty-day period. 5. Because an export is required after the review, the manager selects **Export Center**. The manager has reviewed the required thirty-day Analytics context and opened the export workspace for the next part of the task. ## Tips > **Tip:** Select the reporting period before opening **Dashboard**, **Audit Trail**, or **Needs Attention** so that each review begins with the intended timeframe. > **Note:** Use **Audit Trail** when your work requires an audit-focused view, rather than relying only on the Dashboard. > **Tip:** Use **Needs Attention** as the follow-up view for items that require attention, then return to another Analytics view if you need broader context. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | The Analytics information does not cover the intended timeframe. | A different reporting period is selected. | Select **7d**, **30d**, **90d**, or **1y**, then reopen the required Analytics view. | | You are reviewing the Dashboard but need follow-up items. | The current view is not **Needs Attention**. | Select **Needs Attention** to open the items presented for follow-up. | | You need an export-related workspace but remain in an Analytics view. | **Export Center** has not been opened. | Select **Export Center** from Analytics. | | You cannot locate the Analytics workspace. | You are not using the main navigation entry. | Select **Analytics** from the main navigation. | ## Related pages - [Captured Flows](doc:captured-flows) - [App — Overview](doc:app-overview) - [App — Learning Path](doc:workflows-app) - [Screenshots](doc:screenshots) - [Support Agent](doc:support-agent) - [Videos](doc:videos) - [Desk](doc:desk) - [Documents](doc:documents) - [Projects](doc:projects) - [settings](doc:settings-guide) - [Billing](doc:billing) - [Branding](doc:branding) - [Integrations](doc:integrations) - [Issues](doc:issues) - [Organization](doc:organization) # App — Learning Path _Learning Paths › App_ This learning path is for App administrators, content teams, support staff, and operations reviewers who need to organize customer-facing materials, manage operational work, configure the workspace, and monitor activity. By completing it, learners will be able to navigate core records and queues, maintain documents and screenshot coverage, configure organization-level capabilities, and use analytics and issue views to prioritize follow-up work. ## Learning objectives - By the end of this path you can locate and review operational records and work queues in Desk. - By the end of this path you can organize documents and find content using document views and search. - By the end of this path you can review screenshot coverage and initiate recapture for records that need attention. - By the end of this path you can invite teammates, begin integration connections, and access enterprise capture tooling. - By the end of this path you can review activity, exports, and issues across relevant time ranges. ## Prerequisites - Access to the App workspace. - Access to [Documents](doc:documents), [Desk](doc:desk), [Analytics](doc:analytics), and [Issues](doc:issues) for daily operational work. - Access to [Organization](doc:organization), [Settings](doc:settings-guide), and **Enterprise** for workspace configuration and enterprise capabilities. - A teammate email address when practicing invitations. - Familiarity with the purpose of your team’s documents, support conversations, screenshots, and integrations. ## Module 1: Establish the workspace for collaborative work Goal: Set up the people, connections, and workspace areas your team needs before beginning ongoing operations. ### Lesson 1.1: Invite a teammate to the organization When a new teammate needs access, invite them from [Organization](doc:organization). Enter their address in `teammate@company.com`, then select `Send invite` to send the organization invitation. **Practice task:** In [Organization](doc:organization), enter a teammate email address and select `Send invite`. ### Lesson 1.2: Begin an integration connection When your team needs to connect a source through a Git provider or webhook, open [Settings](doc:settings-guide). Go to `Git Providers` or `Webhooks`, choose the connection you want to start, and select `Connect`. **Practice task:** In [Settings](doc:settings-guide), open either `Git Providers` or `Webhooks` and select `Connect` for the integration you want to begin. ### Lesson 1.3: Access the Captured Flows recorder When you need to capture a workflow for documentation or review, open **Enterprise**, select `Captured Flows`, and choose `Get recorder` to access the recorder. **Practice task:** From **Enterprise**, open `Captured Flows` and select `Get recorder`. ### Lesson 1.4: Explore branding areas for a branded workspace When you need to identify where branding changes are managed, open [Branding](doc:branding). Review the available areas: `Atloria Web`, `Site Info`, `Media`, `Colors`, `Top Menu`, `Typography`, `White-label`, and `Domain`. **Practice task:** In [Branding](doc:branding), open one branding area relevant to your team, such as `Colors` or `Domain`. ## Module 2: Maintain content and capture coverage Goal: Keep documentation organized and ensure screenshot records are current enough to support reliable content. ### Lesson 2.1: Create a document category for organized content When related documents need a shared organizational home, open [Documents](doc:documents) and select `Add Category`. Use the category creation flow to add the category before placing related content under it. **Practice task:** In [Documents](doc:documents), select `Add Category` and create a category for a content group you manage. ### Lesson 2.2: Find the right document for review When you need a specific document, first choose the most useful view in [Documents](doc:documents): `All`, `Draft`, `Published`, `Archived`, or `Recently Updated`. If the view does not narrow the list sufficiently, use `Search...` to locate the document directly. **Practice task:** In [Documents](doc:documents), use `Recently Updated` or `Search...` to locate a document to review. ### Lesson 2.3: Review screenshot coverage by capture condition When checking whether documentation has usable visual evidence, open **Enterprise**, then [Screenshots](doc:screenshots). Review records through `All0`, `Fresh0`, `Carried0`, `Stale0`, and `Missing0` to understand their capture condition. **Practice task:** In [Screenshots](doc:screenshots), compare the `Fresh0` view with either `Stale0` or `Missing0`. ### Lesson 2.4: Recapture a screenshot that needs attention When a screenshot is no longer current or is absent, go to [Screenshots](doc:screenshots). Open `Stale0` or `Missing0`, identify the screenshot record that requires action, and select `Recapture`. **Practice task:** In [Screenshots](doc:screenshots), open `Stale0` or `Missing0` and select `Recapture` for a needed screenshot. ## Module 3: Work support and operational records Goal: Find individual records quickly and use status queues to prioritize support follow-up. ### Lesson 3.1: Find and review a Desk record When you need to investigate a specific support record, open [Desk](doc:desk) and use the `search field` to find it. Select the relevant `record row` to review it; when finished, use the browser `Back control` to return to the prior Desk context. **Practice task:** In [Desk](doc:desk), use the `search field`, open a `record row`, and return using the browser `Back control`. ### Lesson 3.2: Prioritize Desk work by response status When deciding what to handle next, use the status queues in [Desk](doc:desk). Start with `Needs first response 0` for conversations awaiting an initial reply, then review `Needs next response 0`, `Investigating 0`, `Waiting for customer 0`, and `Paused for later 0`. Use `Done today 0`, `Triage 0`, and `Your threads 0` to review completed, untriaged, and personally assigned work. **Practice task:** In [Desk](doc:desk), open `Needs first response 0`, then compare it with `Your threads 0`. ### Lesson 3.3: Handle an email follow-up from Support Agent When a Support Agent email needs attention, open [Support Agent](doc:support-agent). Use `Resend email` when the email must be sent again, or select `Dismiss` when no action is needed. Use `Menu` when you need the available additional options. **Practice task:** In [Support Agent](doc:support-agent), review an email follow-up and choose either `Resend email` or `Dismiss`. ### Lesson 3.4: Resolve email-related items in settings or integrations When an email-related item appears during configuration work, use the available action on [Settings](doc:settings-guide): select `Resend email` to send it again or `Dismiss` to clear the item. Apply the same decision when handling an integration email message in [Integrations](doc:integrations). **Practice task:** Review an email-related item in either [Settings](doc:settings-guide) or [Integrations](doc:integrations) and select the appropriate action: `Resend email` or `Dismiss`. ## Module 4: Monitor activity and identify follow-up work Goal: Use time-based reporting, exports, and issue views to review performance and focus attention where it is needed. ### Lesson 4.1: Review Analytics activity for the right time horizon When reviewing recent or historical activity, open [Analytics](doc:analytics). Choose `7d`, `30d`, `90d`, or `1y` based on the period you need to assess. Use `Dashboard` for a broad activity view, `Audit Trail` for activity history, and `Needs Attention` to focus on items requiring review. **Practice task:** In [Analytics](doc:analytics), select `30d` and then open `Needs Attention`. ### Lesson 4.2: Open Analytics exports When you need to work with available reporting exports, open [Analytics](doc:analytics) and select `Export Center`. Review the export area before choosing the reporting artifact relevant to your follow-up work. **Practice task:** In [Analytics](doc:analytics), open `Export Center`. ### Lesson 4.3: Review issues over an appropriate period When investigating trends or recent problem reports, open [Issues](doc:issues). Select `7d` for a recent review, `30d` for a monthly view, or `90d` for a broader trend review. **Practice task:** In [Issues](doc:issues), review issues for `7d`, then switch to `90d` and compare the scope. ## Final assessment 1. A support lead wants to contact conversations that have not yet received an initial reply before reviewing their own assigned threads. Which Desk views should they use, and in what order? 2. A content reviewer finds that a screenshot is outdated. Which screen and capture-condition view should they use, and what action should they take? 3. An administrator needs to connect a new webhook-based service. Where should they begin, and which control starts the connection? 4. A manager wants to inspect activity from the past month and concentrate on items that require review. Which Analytics controls should they select? 5. A team member needs a document that was recently changed but does not know its title. Which document view should they try first, and what should they use if they still cannot locate it? ### Answers 1. Open [Desk](doc:desk), review `Needs first response 0` first, then review `Your threads 0`. **Why:** The first queue identifies conversations awaiting an initial response, while the second focuses on the user’s own threads. 2. Open [Screenshots](doc:screenshots), select `Stale0`, and choose `Recapture`. **Why:** `Stale0` identifies outdated captures, and `Recapture` starts the needed refresh. 3. Open [Settings](doc:settings-guide), go to `Webhooks`, and select `Connect`. **Why:** Webhook connections are started from the Settings integration area using `Connect`. 4. In [Analytics](doc:analytics), select `30d` and then `Needs Attention`. **Why:** `30d` sets the monthly period, and `Needs Attention` narrows the review to follow-up items. 5. In [Documents](doc:documents), select `Recently Updated`; if needed, use `Search...`. **Why:** The recent-update view is the best first filter, while search helps locate a document when its exact location is unknown. # App — Overview _Applications › App_ ## Overview The App overview brings together the main work areas available in the platform, including Desk, Documents, Analytics, Captured Flows, Screenshots, and Support Agent. It provides a central starting point for teams working with documentation, support activity, captured workflows, and related assets. Documentation managers, technical writers, customer support agents, product or operations managers, and workspace administrators can use this area to move between the application’s available sections. The Desk includes thread categories that help users understand the current support workload. This area also presents support-related records through categories such as threads requiring a first response, threads awaiting a customer, unassigned threads, and threads assigned to the current user. ## What you can do here - Use **Menu** to access available application navigation options. - Use **Resend email** to send an email again when required. - Use **Dismiss** to dismiss the current item or message. - Review threads in **Needs first response 0**, **Needs next response 0**, and **Investigating 0**. - Review threads in **Waiting for customer 0**, **Paused for later 0**, and **Done today 0**. - Review support workload categories in **Triage 0**, **Your threads 0**, and **Unassigned 0**. ## Related pages - [Desk](doc:desk) - [Documents](doc:documents) - [App — Learning Path](doc:workflows-app) - [Analytics](doc:analytics) - [Captured Flows](doc:captured-flows) - [Screenshots](doc:screenshots) - [Support Agent](doc:support-agent) - [Videos](doc:videos) - [Projects](doc:projects) - [settings](doc:settings-guide) - [Billing](doc:billing) - [Branding](doc:branding) - [Integrations](doc:integrations) - [Issues](doc:issues) - [Organization](doc:organization) # Basic Terminology _Getting Started_ This page defines the main terms used throughout the platform. Understanding these terms will help you organize documentation, manage workflow activity, support users, and administer your Organization. Access the platform at https://atloria.sherkety.cloud. ## Glossary | Term | Definition | |---|---| | **Projects** | Organized workspaces or initiatives that contain related documentation and assets. Use Projects to group work for a product, team initiative, process, or customer-facing area. | | **Documents** | Written guides or platform documentation. Documents can be used to record procedures, instructions, product knowledge, and other written information. | | **Operations** | The area used to manage operational activity or workflow-related work. Operations helps teams track and coordinate work that supports ongoing processes. | | **Analytics** | Usage or performance reporting for the platform or its content. Use Analytics to understand how content and platform activity are performing. | | **Captured Flows** | Recorded, step-by-step user workflows. Captured Flows help document how a task is completed in an application or process. | | **Support Agent** | A role or tool used to assist customers or users. A Support Agent can help respond to questions, guide users, and support service-related work. | | **Desk** | A support or service workspace for handling requests. Use Desk to organize and manage incoming support activity. | | **Issues** | Reported problems, bugs, or support items that require attention. Issues help teams record, investigate, and follow up on unresolved work. | | **Organization** | The company or team account that uses the platform. An Organization contains its members, shared settings, and account-level resources. | | **Branding** | Organization-level visual identity settings. Branding can be used to maintain a consistent appearance for content and user-facing experiences. | | **Integrations** | Connections between the platform and external services. Integrations allow information or workflows to work with connected tools. | | **Billing** | Subscription, payment, or account charge management. Billing includes information related to plans, payments, and charges for the Organization. | # Billing _Applications › App › settings_ ![Billing](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/208e5f9b1338c52d6e92c6becaba2aca.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A43.96%2C%22y%22%3A55.38%2C%22w%22%3A25.42%2C%22h%22%3A4.98%2C%22label%22%3A%223%20%20Upgrade%20to%20Pro%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A56.67%2C%22y%22%3A57.87%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A15.69%2C%22y%22%3A28.64%2C%22w%22%3A8.48%2C%22h%22%3A3.19%2C%22label%22%3A%224%20%20Manage%20subscription%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A19.93%2C%22y%22%3A30.23%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A58.26%2C%22y%22%3A0.02%2C%22w%22%3A5.15%2C%22h%22%3A3.19%2C%22label%22%3A%221%20%20Resend%20email%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A63.24%2C%22y%22%3A0.02%2C%22w%22%3A3.36%2C%22h%22%3A3.19%2C%22label%22%3A%221%20%20Dismiss%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A72.01%2C%22y%22%3A55.38%2C%22w%22%3A25.42%2C%22h%22%3A4.98%2C%22label%22%3A%222%20%20Upgrade%20to%20Business%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A84.72%2C%22y%22%3A57.87%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A53.93%2C%22y%22%3A3.95%2C%22w%22%3A8.27%2C%22h%22%3A4.44%2C%22label%22%3A%221%20%20Atloria%20Web%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A1%2C%22x%22%3A58.06%2C%22y%22%3A6.17%7D%5D%7D) *Billing* ![Upgrade to Pro](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/31e2264cd954f059b8491e043238a2f1.png) ![Manage subscription](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/128bffba65faed26488258bd85ba6e95.png) ![Dismiss](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/dbe4c30ca90af5c3d96691168df452f5.png) ## Overview Billing is the area where you review and act on subscription-related options for your Organization. Use it when you need to manage the current subscription, select an available plan upgrade, resend a billing-related email, or dismiss a billing message. This page is primarily used by Workspace administrators and operations managers who are responsible for the Organization’s subscription decisions. Open Billing before making a plan change so that you can choose the appropriate subscription action. ## Settings Before changing a subscription, confirm that you are working in the correct Organization. The Billing page shows the available subscription actions for the active workspace. | Control | Use | |---|---| | **Manage subscription** | Open subscription-management options. | | **Upgrade to Pro** | Begin the available upgrade action for the Pro plan. | | **Upgrade to Business** | Begin the available upgrade action for the Business plan. | | **Resend email** | Send the available email again. | | **Dismiss** | Dismiss the current billing message or prompt. | | **Menu** | Open the available Billing page menu. | > **Note** > > The available controls identify actions that can be taken from Billing. The screen does not provide plan prices, billing periods, payment fields, or invoice details; verify those details in the information presented after you select the relevant action. ## Workflow ### Decide whether you need to manage the current subscription or select a new plan 1. Open the Billing page for the active Organization. ![Billing](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b7885a5b534d2b2adabc944a34f7b16a.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A43.96%2C%22y%22%3A55.38%2C%22w%22%3A25.42%2C%22h%22%3A4.98%2C%22label%22%3A%223%20%20Upgrade%20to%20Pro%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A56.67%2C%22y%22%3A57.87%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A15.69%2C%22y%22%3A28.64%2C%22w%22%3A8.48%2C%22h%22%3A3.19%2C%22label%22%3A%224%20%20Manage%20subscription%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A19.93%2C%22y%22%3A30.23%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A62.71%2C%22y%22%3A0.02%2C%22w%22%3A3.36%2C%22h%22%3A3.19%2C%22label%22%3A%221%20%20Dismiss%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A72.01%2C%22y%22%3A55.38%2C%22w%22%3A25.42%2C%22h%22%3A4.98%2C%22label%22%3A%222%20%20Upgrade%20to%20Business%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A84.72%2C%22y%22%3A57.87%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A53.93%2C%22y%22%3A3.95%2C%22w%22%3A8.27%2C%22h%22%3A4.44%2C%22label%22%3A%221%20%20Atloria%20Web%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A1%2C%22x%22%3A58.06%2C%22y%22%3A6.17%7D%5D%7D) *Billing* ![Upgrade to Pro](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/31e2264cd954f059b8491e043238a2f1.png) ![Manage subscription](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/128bffba65faed26488258bd85ba6e95.png) ![Dismiss](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/86f49879619df93f74cc270c2f047edd.png) 2. Review the available subscription actions and choose the action that matches your objective: - Select **Manage subscription** when you need to work with the existing subscription. - Select **Upgrade to Pro** when you intend to begin the Pro upgrade action. - Select **Upgrade to Business** when you intend to begin the Business upgrade action. ![Billing](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/92a0e80e3435845a3b55028e32bc5bc6.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A43.96%2C%22y%22%3A53.88%2C%22w%22%3A25.42%2C%22h%22%3A5.1%2C%22label%22%3A%223%20%20Upgrade%20to%20Pro%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A56.67%2C%22y%22%3A56.43%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A15.69%2C%22y%22%3A26.22%2C%22w%22%3A8.48%2C%22h%22%3A3.25%2C%22label%22%3A%224%20%20Manage%20subscription%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A19.93%2C%22y%22%3A27.85%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A72.01%2C%22y%22%3A53.88%2C%22w%22%3A25.42%2C%22h%22%3A5.1%2C%22label%22%3A%222%20%20Upgrade%20to%20Business%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A84.72%2C%22y%22%3A56.43%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A53.93%2C%22y%22%3A0.69%2C%22w%22%3A8.27%2C%22h%22%3A4.55%2C%22label%22%3A%221%20%20Atloria%20Web%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A1%2C%22x%22%3A58.06%2C%22y%22%3A2.96%7D%5D%7D) *Billing* ![Upgrade to Pro](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/63b49058566a072da6e1415ec2c5bf1d.png) ![Manage subscription](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/626edefd08aff6c46a545182de49b292.png) ![Upgrade to Business](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/55a2e42b36f3674cb21ef2c4827fe2ea.png) > **Tip** > > Use **Manage subscription** when your task concerns the current subscription. Use an **Upgrade** action only when you have decided to move to the named plan. 3. If you choose an upgrade, select either **Upgrade to Pro** or **Upgrade to Business**. Continue with the information and choices presented by the selected action before treating the upgrade as complete. ![Billing](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/61a386e46c24ec587d213932ea462509.png) *Billing* 4. If you choose to manage the current subscription, select **Manage subscription**. Review and complete the subscription task in the options that open from that action. ### Decide whether a billing email must be sent again 1. When an email must be sent again, select **Resend email**. 2. Use this action only when a repeat send is required. If no repeat email is needed, leave the Billing page unchanged and continue with your subscription decision. > **Note** > > The Billing page provides **Resend email**, but it does not display the email’s recipient, subject, or contents. Confirm the appropriate follow-up outside this screen if those details are required. ### Decide whether to keep or clear a billing message 1. If you have reviewed the current billing message and do not need to act on it now, select **Dismiss**. 2. If the message requires a subscription decision or an email resend, do not dismiss it until you have selected the appropriate action, such as **Manage subscription**, **Upgrade to Pro**, **Upgrade to Business**, or **Resend email**. 3. When you need additional page-level options, select **Menu** and use only the options displayed there. > **Warning** > > Dismissing a message is not a substitute for managing or upgrading a subscription. Select the subscription action first when the message requires a decision. ## Examples A Workspace administrator for **Atloria Web** needs to move the Organization to a higher subscription plan. 1. The administrator opens Billing while working in the active **Atloria Web** workspace. 2. The administrator decides that the Organization needs the Business plan rather than the Pro plan. 3. The administrator selects **Upgrade to Business**. 4. The administrator reviews and completes the next information presented by the upgrade action. The upgrade request is not considered complete merely because the Billing page button was selected; any subsequent confirmation presented by the platform must be completed. 5. A billing-related email must also be sent again. The administrator returns to Billing and selects **Resend email**. 6. After completing the required subscription and email actions, the administrator selects **Dismiss** only if the remaining billing message no longer requires attention. ## Tips > **Tip** > > Choose the plan-specific action carefully: **Upgrade to Pro** and **Upgrade to Business** are separate actions. > **Note** > > Use **Menu** only for options displayed on the Billing page. Do not assume that the menu contains subscription actions not shown on screen. > **Warning** > > Do not use **Dismiss** to defer an urgent subscription decision without recording the required follow-up for your Organization. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | You need to work with the current subscription but are viewing plan upgrade choices. | You are considering a new plan rather than the existing subscription. | Select **Manage subscription** instead of an upgrade action. | | An email needs to be sent again. | A repeat send is required. | Select **Resend email** on the Billing page. | | A billing message remains visible after you have reviewed it. | The message has not been dismissed. | Select **Dismiss** when no further action is required. | | You are unsure which upgrade action to use. | The Billing page provides separate actions for Pro and Business. | Select **Upgrade to Pro** only for the Pro plan or **Upgrade to Business** only for the Business plan; review the next screen before completing the action. | ## Related pages - [settings](doc:settings-guide) - [Branding](doc:branding) - [App — Learning Path](doc:workflows-app) - [Integrations](doc:integrations) - [Issues](doc:issues) - [Organization](doc:organization) - [App — Overview](doc:app-overview) - [Desk](doc:desk) - [Documents](doc:documents) - [Analytics](doc:analytics) - [Captured Flows](doc:captured-flows) - [Screenshots](doc:screenshots) - [Support Agent](doc:support-agent) - [Videos](doc:videos) - [Projects](doc:projects) # Branding _Applications › App › settings_ ![Branding](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f2d0dea0ae76f3efce017a626ac89037.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A53.93%2C%22y%22%3A3.95%2C%22w%22%3A8.27%2C%22h%22%3A4.44%2C%22label%22%3A%222%20%20Atloria%20Web%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A58.06%2C%22y%22%3A6.17%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A25.92%2C%22y%22%3A21.63%2C%22w%22%3A5.31%2C%22h%22%3A4.62%2C%22label%22%3A%224%20%20Colors%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A88.61%2C%22y%22%3A14.15%2C%22w%22%3A8.46%2C%22h%22%3A4.62%2C%22label%22%3A%228%20%20Open%20live%20preview%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A8%2C%22x%22%3A92.84%2C%22y%22%3A16.46%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A30.64%2C%22y%22%3A21.63%2C%22w%22%3A5.31%2C%22h%22%3A4.62%2C%22label%22%3A%223%20%20Top%20Menu%22%7D%5D%7D) *Branding* ![Atloria Web](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2355d5b3ed560f7caea77e2761418447.png) ![Colors](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/468ae55a2d5486631367e6f3d628253c.png) ![Open live preview](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7e62f3f4390439025e239a8994bb5c22.png) ## Overview Branding is the organization-level area for reviewing and adjusting how your platform is presented. Documentation managers, technical writers, support agents, product or operations managers, and workspace administrators use it when the organization’s site information, media, colors, navigation, typography, white-label presentation, or domain-related presentation requires review. Open Branding from **Settings**, then select the Branding area that matches the presentation element you need to review or adjust. Complete changes only through the controls available in the selected Branding area. ## Settings Before making a presentation change, identify which Branding area contains the relevant setting. The Branding screen provides separate areas for different parts of the organization’s presentation. | Branding area | Use it to review or adjust | |---|---| | **Site Info** | Site-information branding. | | **Media** | Media-related branding. | | **Colors** | Color-related branding. | | **Top Menu** | Top-menu presentation. | | **Typography** | Typography-related settings. | | **White-label** | White-label presentation settings. | | **Domain** | Domain-related settings. | | **Access** | Access-related branding settings. | The Branding screen also displays **Atloria Web**, with the description “The complete guide to our platform.” Use this information to confirm that you are working in the intended Branding context before reviewing a presentation area. ## Workflow ### Decide which presentation area requires attention 1. Select **Settings** from the platform navigation. 2. Select **Atloria Web** to open the Branding screen. ![Branding](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8e0b0a5f1eeea62b89dfa3e215fe7b9f.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A53.93%2C%22y%22%3A3.95%2C%22w%22%3A8.27%2C%22h%22%3A4.44%2C%22label%22%3A%222%20%20Atloria%20Web%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A58.06%2C%22y%22%3A6.17%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A25.92%2C%22y%22%3A21.63%2C%22w%22%3A5.31%2C%22h%22%3A4.62%2C%22label%22%3A%224%20%20Colors%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A88.61%2C%22y%22%3A14.15%2C%22w%22%3A8.46%2C%22h%22%3A4.62%2C%22label%22%3A%228%20%20Open%20live%20preview%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A8%2C%22x%22%3A92.84%2C%22y%22%3A16.46%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A30.64%2C%22y%22%3A21.63%2C%22w%22%3A5.31%2C%22h%22%3A4.62%2C%22label%22%3A%223%20%20Top%20Menu%22%7D%5D%7D) *Branding* ![Atloria Web](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/4040df7fee7c6a924dfbfa2ff5fc8311.png) ![Colors](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/468ae55a2d5486631367e6f3d628253c.png) ![Open live preview](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7e62f3f4390439025e239a8994bb5c22.png) 3. Determine the type of presentation change you need to review: - Choose **Site Info** for site-information branding. - Choose **Media** for media-related branding. - Choose **Colors** for color-related branding. - Choose **Top Menu** for top-menu presentation. - Choose **Typography** for typography-related settings. - Choose **White-label** for white-label presentation settings. - Choose **Domain** for domain-related settings. - Choose **Access** when you need to review access-related branding settings. > **Tip:** Choose the area that matches the change you are evaluating. For example, review **Colors** rather than **Typography** when the requested change concerns the platform’s color presentation. ### Review the selected Branding area 4. Select the relevant Branding area, such as **Colors** or **Top Menu**. ![Branding](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e925053dee88915ca8303e6fd31b44e2.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A53.93%2C%22y%22%3A0.69%2C%22w%22%3A8.27%2C%22h%22%3A4.55%2C%22label%22%3A%222%20%20Atloria%20Web%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A58.06%2C%22y%22%3A2.96%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A25.92%2C%22y%22%3A18.97%2C%22w%22%3A5.31%2C%22h%22%3A4.73%2C%22label%22%3A%224%20%20Colors%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A88.61%2C%22y%22%3A11.23%2C%22w%22%3A8.46%2C%22h%22%3A4.73%2C%22label%22%3A%228%20%20Open%20live%20preview%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A8%2C%22x%22%3A92.84%2C%22y%22%3A13.59%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A30.64%2C%22y%22%3A18.97%2C%22w%22%3A5.31%2C%22h%22%3A4.73%2C%22label%22%3A%223%20%20Top%20Menu%22%7D%5D%7D) *Branding* ![Atloria Web](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b5c724e32bf5c6ef08ee813aa4e548d3.png) ![Colors](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8571d83b1b42f2a6f9216a38d4e0d479.png) ![Open live preview](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5ce540b8ac50c23c04635003121a7a9e.png) 5. Review the controls available after the area opens. 6. If the available controls address the requested change, make the adjustment using those controls. 7. If the selected area does not match the requested presentation element, return to the Branding screen and select the appropriate area instead. The decision at this point is whether the selected area is correct: - **Correct area:** Review or adjust the available settings in that area. - **Incorrect area:** Select another Branding area that corresponds to the requested presentation change. ### Confirm the presentation in the live environment 8. When you need to inspect the current presentation, select **Open live preview**. ![Branding](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/46e0f9a2f383ca169ebaf72365adc044.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A53.93%2C%22y%22%3A0.69%2C%22w%22%3A8.27%2C%22h%22%3A4.55%2C%22label%22%3A%222%20%20Atloria%20Web%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A58.06%2C%22y%22%3A2.96%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A25.92%2C%22y%22%3A18.97%2C%22w%22%3A5.31%2C%22h%22%3A4.73%2C%22label%22%3A%224%20%20Colors%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A88.61%2C%22y%22%3A11.23%2C%22w%22%3A8.46%2C%22h%22%3A4.73%2C%22label%22%3A%228%20%20Open%20live%20preview%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A8%2C%22x%22%3A92.84%2C%22y%22%3A13.59%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A30.64%2C%22y%22%3A18.97%2C%22w%22%3A5.31%2C%22h%22%3A4.73%2C%22label%22%3A%223%20%20Top%20Menu%22%7D%5D%7D) *Branding* ![Atloria Web](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b5c724e32bf5c6ef08ee813aa4e548d3.png) ![Colors](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/962082521ac7bee73e5c6ce49f590be1.png) ![Open live preview](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5ce540b8ac50c23c04635003121a7a9e.png) 9. Compare the live preview with the presentation change you intended to review. 10. If further adjustment is needed, return to the applicable Branding area and use the available controls there. If the presentation is satisfactory, finish the review. > **Tip:** Use **Open live preview** after reviewing a Branding area to validate the presentation in its live form rather than relying only on the Branding screen. ## Examples A documentation manager is preparing a refreshed navigation presentation for the organization identified as **Atloria Web**. 1. The manager selects **Settings** and then selects **Atloria Web**. 2. On the Branding screen, the manager identifies that the request concerns the navigation at the top of the platform. 3. The manager selects **Top Menu** rather than **Site Info**, **Colors**, or **Typography**, because the request concerns top-menu presentation. 4. The manager reviews the controls available in the Top Menu area and makes any applicable adjustment through those controls. 5. The manager selects **Open live preview** to inspect the live presentation. 6. If the top-menu presentation does not match the intended result, the manager returns to **Top Menu** and reviews the available controls again. If it is correct, the branding review is complete. This approach keeps each request in the appropriate Branding area and makes the live preview the final decision point. ## Tips > **Note:** Keep site information, media, colors, navigation, typography, white-label presentation, and domain-related work separate. Selecting the correct Branding area reduces the risk of reviewing unrelated presentation settings. > **Warning:** Do not assume that a presentation change belongs in **Colors** merely because it is visible on the site. Use **Top Menu**, **Typography**, **Media**, or another area when the requested change concerns that specific presentation category. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | You cannot find the Branding screen. | You have not opened the Branding context from Settings. | Select **Settings**, then select **Atloria Web**. | | The selected area does not contain controls relevant to the requested presentation change. | A different Branding area is required. | Return to the Branding screen and select the area matching the request, such as **Media**, **Colors**, **Top Menu**, or **Typography**. | | You need to verify how the branding appears outside the settings view. | The Branding screen is not the live presentation. | Select **Open live preview** and review the live result. | | You are unsure whether a change concerns site information or white-label presentation. | The requested outcome has not been matched to a Branding area. | Review the request, then choose **Site Info** for site-information branding or **White-label** for white-label presentation settings. | ## Related pages - [Billing](doc:billing) - [Integrations](doc:integrations) - [App — Learning Path](doc:workflows-app) - [Issues](doc:issues) - [Organization](doc:organization) - [App — Overview](doc:app-overview) - [Desk](doc:desk) - [Documents](doc:documents) - [Analytics](doc:analytics) - [Captured Flows](doc:captured-flows) - [Screenshots](doc:screenshots) - [Support Agent](doc:support-agent) - [Videos](doc:videos) - [Projects](doc:projects) - [settings](doc:settings-guide) # Captured Flows _Applications › App › enterprise_ ![Captured Flows](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8da944c7471c8ab27cefbe36cce0fc57.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A86.64%2C%22y%22%3A16.83%2C%22w%22%3A7.19%2C%22h%22%3A4.44%2C%22label%22%3A%224%20%20Get%20recorder%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A90.23%2C%22y%22%3A19.05%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A58.26%2C%22y%22%3A0.02%2C%22w%22%3A5.15%2C%22h%22%3A3.19%2C%22label%22%3A%225%20%20Resend%20email%22%7D%5D%7D) *Captured Flows* ![Get recorder](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d35bf6ca104a224425e26c0b9233b7b0.png) ![Resend email](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9c3fd3717bc0f7e46317fcf373803325.png) ## Overview Captured Flows is the workspace for accessing the recorder used to record step-by-step user workflows. Documentation managers, technical writers, support agents, and operations managers use the recorder when they need to capture a repeatable workflow for their Organization. Before you can work with Captured Flows, you must obtain access to the recorder. ## Workflow 1. Open the Enterprise area by selecting **Enterprise** from the main navigation. ![Captured Flows](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/48a07c7185fc05c3a0f9a58fb18795c7.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A86.64%2C%22y%22%3A16.83%2C%22w%22%3A7.19%2C%22h%22%3A4.44%2C%22label%22%3A%224%20%20Get%20recorder%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A90.23%2C%22y%22%3A19.05%7D%5D%7D) *Captured Flows* ![Get recorder](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d35bf6ca104a224425e26c0b9233b7b0.png) 2. Open **Captured Flows**. This opens the Captured Flows workspace, where you can start the recorder access process. > **Note:** Access to the recorder is required before you can work with Captured Flows. 3. Decide whether you already have recorder access. - If you need access, select **Get recorder** to begin the access process. - If you already have access, do not restart the request. Continue with the recorder instructions previously provided by the platform. 4. Review and follow the platform-provided recorder instructions after selecting **Get recorder**. The access process leads to instructions for obtaining and using the recorder. Keep the instructions available while preparing to capture a workflow. > **Tip:** Use **Refresh** if you need to update the Captured Flows workspace after beginning the access process. 5. Respond to any access-related message shown in the workspace. - Select **Resend email** if you need the platform to send the access email again. - Select **Dismiss** to close the displayed message without resending the email. > **Warning:** Dismissing an access message does not provide recorder access. Use **Get recorder** or **Resend email** when you still require the recorder instructions. ## Examples ### Request recorder access for a new support workflow A customer support agent at Atloria needs to document the steps for handling a recurring customer request. 1. The agent selects **Enterprise** from the main navigation. 2. The agent opens **Captured Flows**. 3. Because the agent does not yet have recorder access, they select **Get recorder**. 4. The platform provides recorder instructions through the access process. 5. If the access email does not arrive, the agent returns to the Captured Flows workspace and selects **Resend email**. 6. After receiving the instructions, the agent follows them to obtain access before recording the support workflow. ## Tips > **Tip:** Request recorder access before scheduling documentation work that depends on a captured workflow. > **Note:** The Captured Flows workspace includes **Menu** and **Refresh** controls. Use **Refresh** when you need to reload the current workspace view. > **Warning:** Do not assume that access has been granted merely because the Captured Flows workspace is available. The recorder access process and its instructions are initiated through **Get recorder**. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | You cannot begin working with Captured Flows. | Recorder access has not yet been requested or completed. | Open **Captured Flows** and select **Get recorder**. Follow the provided instructions. | | You did not receive the recorder access email. | The access email may need to be sent again. | Select **Resend email** in the Captured Flows workspace. | | The workspace does not show the latest information. | The view may need to be reloaded. | Select **Refresh**. | | You closed an access message by mistake. | The message was dismissed before you completed the access process. | Return to Captured Flows and select **Get recorder**. Use **Resend email** if the email must be sent again. | ## Related pages - [Analytics](doc:analytics) - [Screenshots](doc:screenshots) - [App — Learning Path](doc:workflows-app) - [Support Agent](doc:support-agent) - [Videos](doc:videos) - [App — Overview](doc:app-overview) - [Desk](doc:desk) - [Documents](doc:documents) - [Projects](doc:projects) - [settings](doc:settings-guide) - [Billing](doc:billing) - [Branding](doc:branding) - [Integrations](doc:integrations) - [Issues](doc:issues) - [Organization](doc:organization) # Desk _Applications › App_ ![Desk](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1754918bd8c3fa20f8d16854436d8216.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A44.73%2C%22w%22%3A11.69%2C%22h%22%3A3.92%2C%22label%22%3A%223%20%20Unassigned%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A20.45%2C%22y%22%3A46.69%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A39.7%2C%22w%22%3A11.69%2C%22h%22%3A3.92%2C%22label%22%3A%228%20%20Triage%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A8%2C%22x%22%3A20.45%2C%22y%22%3A41.66%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A20.01%2C%22w%22%3A11.69%2C%22h%22%3A3.92%2C%22label%22%3A%222%20%20Needs%20next%20response%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A20.45%2C%22y%22%3A21.97%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A42.21%2C%22w%22%3A11.69%2C%22h%22%3A3.92%2C%22label%22%3A%227%20%20Your%20threads%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A7%2C%22x%22%3A20.45%2C%22y%22%3A44.17%7D%5D%7D) *Desk* ![Unassigned 0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/149077e7e0d4c82b3317828dad1790c6.png) ![Triage 0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f974a847e289b0be1f77143971f2c724.png) ![Needs next response 0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a5c4cc64207172202d3909abd257e303.png) ## Overview Desk is the workspace for reviewing support and operational records that are available to you. Use it to focus your work by response status or ownership, locate a specific record by keyword or identifier, and open the record for review. Documentation managers, technical writers, customer support agents, product or operations managers, and workspace administrators can use Desk when they need to monitor records within their assigned access level. > **Note:** Desk displays only the records available to your responsibilities and access level. ## Workflow ### Choose the response-status view 1. Open **Desk** from the application navigation. ![Desk](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d116d643abd607bceb9305cb9277d8d8.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A44.73%2C%22w%22%3A11.69%2C%22h%22%3A3.92%2C%22label%22%3A%223%20%20Unassigned%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A20.45%2C%22y%22%3A46.69%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A39.7%2C%22w%22%3A11.69%2C%22h%22%3A3.92%2C%22label%22%3A%228%20%20Triage%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A8%2C%22x%22%3A20.45%2C%22y%22%3A41.66%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A20.01%2C%22w%22%3A11.69%2C%22h%22%3A3.92%2C%22label%22%3A%222%20%20Needs%20next%20response%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A20.45%2C%22y%22%3A21.97%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A42.21%2C%22w%22%3A11.69%2C%22h%22%3A3.92%2C%22label%22%3A%227%20%20Your%20threads%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A7%2C%22x%22%3A20.45%2C%22y%22%3A44.17%7D%5D%7D) *Desk* ![Unassigned 0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/149077e7e0d4c82b3317828dad1790c6.png) ![Triage 0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f974a847e289b0be1f77143971f2c724.png) ![Needs next response 0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a5c4cc64207172202d3909abd257e303.png) 2. Decide which response stage best matches the work you need to review, then select the corresponding view: - Select **Needs first response 0** to display threads awaiting an initial response. - Select **Needs next response 0** to display threads that require a follow-up response. - Select **Investigating 0** to display threads currently being investigated. - Select **Waiting for customer 0** to display threads awaiting a customer reply. - Select **Paused for later 0** to display threads deferred for later action. - Select **Done today 0** to display threads completed today. - Select **Triage 0** to display threads that require initial review or routing. - Select **Your threads 0** to display threads assigned to you. These views filter the available Desk list. They do not, based on the available controls, move a record from one response status to another. 3. If you need to focus on records without an owner, select **Unassigned 0**. ![Desk](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9eda1f5e23dac516936eedb282459760.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A42.97%2C%22w%22%3A11.69%2C%22h%22%3A4.0%2C%22label%22%3A%223%20%20Unassigned%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A20.45%2C%22y%22%3A44.97%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A37.77%2C%22w%22%3A11.69%2C%22h%22%3A4.0%2C%22label%22%3A%228%20%20Triage%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A8%2C%22x%22%3A20.45%2C%22y%22%3A39.77%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A17.44%2C%22w%22%3A11.69%2C%22h%22%3A4.0%2C%22label%22%3A%222%20%20Needs%20next%20response%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A20.45%2C%22y%22%3A19.44%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A40.37%2C%22w%22%3A11.69%2C%22h%22%3A4.0%2C%22label%22%3A%227%20%20Your%20threads%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A7%2C%22x%22%3A20.45%2C%22y%22%3A42.37%7D%5D%7D) *Desk* ![Unassigned 0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/88bd73f7f3eb160e628877cf84a29bd7.png) ![Triage 0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/aa75190fd9ec049d0ddf519b28678bf9.png) ![Needs next response 0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/20110f8f4df46f25d3056936fb6443aa.png) > **Tip:** Start with **Needs first response 0** for new incoming work, or **Your threads 0** when you are continuing work already assigned to you. ### Find the record to review 4. When the selected view contains several records, enter a keyword or identifier in the **Search field**. Desk filters the available list using the text you enter. ![Desk](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1a8078a99e0921f568d1f591c96613c3.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A42.97%2C%22w%22%3A11.69%2C%22h%22%3A4.0%2C%22label%22%3A%223%20%20Unassigned%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A20.45%2C%22y%22%3A44.97%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A37.77%2C%22w%22%3A11.69%2C%22h%22%3A4.0%2C%22label%22%3A%228%20%20Triage%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A8%2C%22x%22%3A20.45%2C%22y%22%3A39.77%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A17.44%2C%22w%22%3A11.69%2C%22h%22%3A4.0%2C%22label%22%3A%222%20%20Needs%20next%20response%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A20.45%2C%22y%22%3A19.44%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A40.37%2C%22w%22%3A11.69%2C%22h%22%3A4.0%2C%22label%22%3A%227%20%20Your%20threads%200%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A7%2C%22x%22%3A20.45%2C%22y%22%3A42.37%7D%5D%7D) *Desk* ![Unassigned 0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/bfc0ba0f7296e8731399bdf7637e0527.png) ![Triage 0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fa6faf942b126f512f4430a4fa7cb31c.png) ![Needs next response 0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3c8aad8e9db24fd56282437a78569e41.png) 5. Review the filtered results and select the matching record row to open its record view. 6. Review the record. When you have finished, use your browser’s Back control to return to the Desk list and continue with the next record. ### Decide what to review next 7. Return to the appropriate Desk view according to the record’s current response situation: - Choose **Needs next response 0** when you need to identify records requiring follow-up. - Choose **Investigating 0** when you need to review work currently under investigation. - Choose **Waiting for customer 0** when you need to check records awaiting a customer reply. - Choose **Paused for later 0** when you need to revisit deferred work. - Choose **Done today 0** when you need to review work completed during the current day. 8. Use **Triage 0** when records require initial review or routing, and use **Your threads 0** to return to work assigned to you. > **Note:** The displayed count is part of each Desk view label. A count of `0` indicates that no available records are currently shown for that view. ## Examples A customer support agent needs to review an open request identified as `SUP-1042`. 1. The agent opens **Desk**. 2. Because the request may require a follow-up, the agent selects **Needs next response 0**. 3. In the **Search field**, the agent enters `SUP-1042`. 4. Desk filters the available records. 5. The agent selects the matching record row and reviews the record details. 6. After completing the review, the agent uses the browser’s Back control to return to the filtered Desk list. 7. The agent selects **Your threads 0** to continue reviewing records assigned to them. This workflow lets the agent locate the required record without manually reviewing every available Desk record. ## Tips > **Tip:** Use an identifier when it is available. It is usually more specific than a general keyword and can reduce the number of matching records. > **Note:** If a record is not visible in Desk, first confirm that you are using the appropriate response-status view. Desk also limits results to records available to your access level. > **Warning:** Do not assume that selecting a status view changes the record’s status. The available Desk controls document these views as list filters for reviewing records. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | The record does not appear in search results. | The record may not match the keyword or identifier entered, may be in a different Desk view, or may not be available to your access level. | Check the search text, select another relevant response-status view, and confirm that the record is available to your responsibilities and access level. | | A Desk view shows `0` records. | No available records currently match that response status or ownership view. | Select another view, such as **Triage 0**, **Your threads 0**, or **Unassigned 0**, depending on the work you need to review. | | You cannot find a record after opening it. | You may still be in the record view rather than the Desk list. | Use your browser’s Back control to return to the Desk list, then search again or select another Desk view. | | A record expected to be assigned to you is not in **Your threads 0**. | The record may not be available in your current access level or may not be included in the displayed ownership view. | Review the other available Desk views and confirm your access level and responsibilities. | ## Related pages - [App — Overview](doc:app-overview) - [Documents](doc:documents) - [App — Learning Path](doc:workflows-app) - [Finding Your Way Around](doc:getting-started-find-your-way) - [Projects](doc:projects) - [settings](doc:settings-guide) - [Analytics](doc:analytics) - [Captured Flows](doc:captured-flows) - [Screenshots](doc:screenshots) - [Support Agent](doc:support-agent) - [Videos](doc:videos) - [Billing](doc:billing) - [Branding](doc:branding) - [Integrations](doc:integrations) - [Issues](doc:issues) # Documents _Applications › App_ ![Documents](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/c926e4be75f3a57a285709ad794b59e3.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A15.49%2C%22y%22%3A27.74%2C%22w%22%3A10.49%2C%22h%22%3A3.41%2C%22label%22%3A%222%20%20Add%20Category%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A20.73%2C%22y%22%3A29.45%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A59.32%2C%22y%22%3A11.81%2C%22w%22%3A5.02%2C%22h%22%3A3.11%2C%22label%22%3A%222%20%20Published%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A68.32%2C%22y%22%3A11.65%2C%22w%22%3A10.23%2C%22h%22%3A3.44%2C%22label%22%3A%225%20%20Recently%20Updated%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A5%2C%22x%22%3A73.44%2C%22y%22%3A13.37%7D%5D%7D) *Documents* ![Add Category](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2658c2c258502b2b290d5deb34f9c98b.png) ![Published](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2658c2c258502b2b290d5deb34f9c98b.png) ![Recently Updated](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a01843422634301bdac4ff40f51ed84b.png) ## Overview Documents is the workspace for reviewing and organizing written guides and platform documentation in your Organization. Documentation managers, technical writers, support agents, and operations managers can use it to find documents by view, search for relevant content, and begin organizing documentation with categories. Use Documents when you need to review the current documentation collection, focus on a particular document state, or locate a document by text. > **Note:** The available views help you narrow the displayed document list. They do not, based on the available controls, provide a documented action for changing a document from one view to another. ## Settings Before organizing documents, establish the categories that your team will use consistently. Categories support a more structured documentation workspace by providing a way to group related documentation. 1. From the main navigation, select **Documents**. ![Documents](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/75298bccdcdf1bd2cbdb13a780e4b53e.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A15.49%2C%22y%22%3A27.74%2C%22w%22%3A10.49%2C%22h%22%3A3.41%2C%22label%22%3A%222%20%20Add%20Category%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A20.73%2C%22y%22%3A29.45%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A59.32%2C%22y%22%3A11.81%2C%22w%22%3A5.02%2C%22h%22%3A3.11%2C%22label%22%3A%222%20%20Published%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A68.32%2C%22y%22%3A11.65%2C%22w%22%3A10.23%2C%22h%22%3A3.44%2C%22label%22%3A%225%20%20Recently%20Updated%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A5%2C%22x%22%3A73.44%2C%22y%22%3A13.37%7D%5D%7D) *Documents* ![Add Category](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2658c2c258502b2b290d5deb34f9c98b.png) ![Published](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2658c2c258502b2b290d5deb34f9c98b.png) ![Recently Updated](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a01843422634301bdac4ff40f51ed84b.png) 2. To begin creating an organizing category, select **Add Category**. ![Documents](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7a94f2bce6d1cd7580c5a1b96a1c96bc.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A15.49%2C%22y%22%3A26.29%2C%22w%22%3A10.49%2C%22h%22%3A3.45%2C%22label%22%3A%222%20%20Add%20Category%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A20.73%2C%22y%22%3A28.01%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A59.32%2C%22y%22%3A10.04%2C%22w%22%3A5.02%2C%22h%22%3A3.15%2C%22label%22%3A%222%20%20Published%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A68.32%2C%22y%22%3A9.87%2C%22w%22%3A10.23%2C%22h%22%3A3.48%2C%22label%22%3A%225%20%20Recently%20Updated%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A5%2C%22x%22%3A73.44%2C%22y%22%3A11.61%7D%5D%7D) *Documents* ![Add Category](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/c85ebe41a2b6e5efa94955e5016e3d4c.png) ![Published](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/c85ebe41a2b6e5efa94955e5016e3d4c.png) ![Recently Updated](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/45c786fd4b5fb7fdb0e997aa97f81425.png) The available screen confirms that **Add Category** begins the category-addition flow. Complete only the options shown in the category flow after it opens. > **Tip:** Agree on category names within your team before adding them. Consistent names make it easier for writers and support teams to organize and review documentation. ## Workflow Use the following decision points to review documents and locate the content you need. ### Choose the scope of documents to review 1. Open **Documents** from the main navigation. ![Documents](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/4354da055bbbc6b3fa46554970e20496.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A30.43%2C%22y%22%3A42.03%2C%22w%22%3A66.84%2C%22h%22%3A2.67%2C%22label%22%3A%221%20%20Documents%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A1%2C%22x%22%3A63.85%2C%22y%22%3A43.36%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A15.49%2C%22y%22%3A30.79%2C%22w%22%3A10.49%2C%22h%22%3A3.78%2C%22label%22%3A%222%20%20Add%20Category%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A20.73%2C%22y%22%3A32.68%7D%5D%7D) *Documents* ![Documents](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0a0807438eaec8467053e4be63566b77.png) ![Add Category](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e6bf0866b5924d267c3f42cd7de47e11.png) 2. Decide whether you need the complete document collection or a focused view: - Select **All** to display all available documents. - Select **Draft** to display documents in the Draft view. - Select **Published** to display documents in the Published view. - Select **Archived** to display documents in the Archived view. - Select **Recently Updated** to display recently updated documents. 3. Review the documents displayed in the selected view. If the view does not contain the document you need, choose a different view or search by text. ### Search when the document is not visible in the current view 1. Select the **Search...** field. 2. Enter text that identifies the document you need, such as a guide title, feature name, product term, or support topic. 3. Review the matching available documents. If the results are too broad, refine the entered text. If no suitable result appears, switch to another document view and search again. > **Tip:** Start with a distinctive term rather than a broad term. For example, search for a feature or workflow name instead of a generic word such as “guide.” ### Organize documentation when a new category is required 1. While in **Documents**, determine whether the existing organization is sufficient for the documentation you are reviewing. 2. If a new grouping is needed, select **Add Category** to begin the category-addition flow. 3. Continue with the category options presented by the platform. Return to the document views to review the organized documentation collection. > **Warning:** Do not assume that selecting a view changes a document’s publication or archive status. The available controls show views for Draft, Published, and Archived documents, but do not show a status-change action. ## All The **All** view displays all available documents. Use this view when you do not want to limit the list to a particular document state or recent-update scope. From here, you can use **Search...** to narrow the available documents by entered text. No action is provided on this screen to move a document into or out of the All view. It is a broad review view of the available documentation collection. ## Manual The **Manual** view is available as a document view in the Documents workspace. Select it when you need to narrow the displayed documents using this view label, then review the documents shown or use **Search...** to refine the list further. The available controls do not identify an action that moves documents into or out of the Manual view. ## Generated The **Generated** view is available as a document view in the Documents workspace. Select it to narrow the document list using the Generated view, then use the displayed results for review or search within the available documents. The available controls do not identify an action that moves documents into or out of the Generated view. ## Draft The **Draft** view displays documents in the Draft view. Use it when reviewing documentation that is currently presented as draft content, such as content requiring review before it is treated as published documentation. The available controls do not show an action that moves a document from Draft to another view. To locate a specific draft, use **Search...** after selecting Draft. ## Published The **Published** view displays documents in the Published view. Use it when you need to review documentation presented as published content, including information that may be used by documentation, support, or operations teams. The available controls do not show an action that moves a document into or out of Published. Use **Search...** to find a specific published document by text. ## Archived The **Archived** view displays documents in the Archived view. Use it when reviewing documentation that is no longer shown in the active Draft or Published views. The available controls do not show an action that archives or restores a document. This view is for locating and reviewing the documents displayed as archived. ## Recently Updated The **Recently Updated** view displays recently updated documents. Use it at the start of a documentation review cycle, when preparing a support response, or when checking for changes that may affect a Project or operational workflow. The available controls do not show an action that moves a document into or out of Recently Updated. The view reflects documents presented as recently updated. ## Examples A customer support agent needs to find the current guidance for a password-reset workflow before responding to a customer request. 1. Open **Documents** from the main navigation. 2. Select **Published** because the agent wants to review documentation presented as published. 3. In **Search...**, enter `password reset`. 4. Review the available matching documents and use the relevant published guidance for the customer request. 5. If no suitable document is displayed, select **Recently Updated** and search for `password reset` again to check whether a recent update is available. 6. If the team determines that password-reset documentation needs a dedicated grouping, select **Add Category** to begin adding a category for that documentation. ## Tips > **Tip:** Use **Recently Updated** before a scheduled support, operations, or documentation review to identify content that may require attention. > **Note:** Use **All** when you are unsure of a document’s current view, then use **Search...** to narrow the list. > **Warning:** The screen provides **Draft**, **Published**, and **Archived** views, but no documented control for changing a document’s state. Do not describe a document as moved, published, archived, or restored unless the required action is available in the relevant workflow. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | The required document is not visible. | The current view is too narrow. | Select **All** to display all available documents, then use **Search...**. | | Search results are too broad. | The entered text is too general. | Enter a more specific feature name, workflow term, or document title in **Search...**. | | A recently changed document cannot be found in Published. | The document may be displayed in another available view. | Select **Recently Updated**, **Draft**, **Archived**, or **All**, then search again. | | Documentation is difficult to organize consistently. | The workspace needs an additional grouping. | Select **Add Category** to begin the category-addition flow. | ## Related pages - [Desk](doc:desk) - [Projects](doc:projects) - [App — Learning Path](doc:workflows-app) - [Finding Your Way Around](doc:getting-started-find-your-way) - [settings](doc:settings-guide) - [App — Overview](doc:app-overview) - [Analytics](doc:analytics) - [Captured Flows](doc:captured-flows) - [Screenshots](doc:screenshots) - [Support Agent](doc:support-agent) - [Videos](doc:videos) - [Billing](doc:billing) - [Branding](doc:branding) - [Integrations](doc:integrations) - [Issues](doc:issues) # Finding Your Way Around _Getting Started_ ![Finding Your Way Around](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1754918bd8c3fa20f8d16854436d8216.png) *Desk* Desk is the support workspace in App for reviewing and organizing customer threads. It groups work into response and status queues so that Customer support agents and Product or operations managers can quickly identify threads requiring attention. Open App by navigating to: `https://atloria.sherkety.cloud` ![Desk](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d116d643abd607bceb9305cb9277d8d8.png) *Desk* ## Desk layout The Desk screen is organized into the following persistent regions: | Region | Description | |---|---| | Navigation menu | Select **Menu** to open the available App navigation options. | | Queue list | The left-side queue list groups threads by response requirement, assignment, and current status. A number beside each queue shows the current thread count. | | Thread list | After you select a queue, the main list displays the threads included in that queue. When a queue shows `0`, there are no threads currently available in that category. | | Thread record | Select a thread from the list to open its record and review its details. Return to the thread list by leaving the open record and selecting the relevant queue again. | | Email notification controls | When an email notification is shown, use the available notification actions to resend the email or close the notification. | ## Open and navigate Desk 1. Open App at `https://atloria.sherkety.cloud`. 2. Select **Menu** to access the available navigation options. 3. Open Desk. 4. Select a queue to display its threads in the thread list. 5. Select a thread to open its record. 6. Return to the queue list to choose another queue or review a different set of threads. ## Use Desk queues The queue list helps you move directly to work that needs a particular type of attention. - Select **Needs first response 0** to view threads awaiting an initial response. - Select **Needs next response 0** to view threads that require a subsequent response. - Select **Investigating 0** to view threads currently being investigated. - Select **Waiting for customer 0** to view threads awaiting information or a reply from the customer. - Select **Paused for later 0** to view threads deferred for later action. - Select **Done today 0** to review threads completed today. - Select **Triage 0** to view threads that require triage. - Select **Your threads 0** to view threads associated with you. - Select **Unassigned 0** to view threads that do not yet have an assignee. The number displayed after each queue name is the current count. For example, **Triage 0** indicates that no threads are currently in the Triage queue. ## Search for work The Desk screen shown does not include a search control. To locate work, use the queue list to narrow the thread list by response status, assignment, or workflow state. If a relevant queue has no threads, its count is shown as `0`. ## Manage email notifications When an email notification is available in Desk: - Select **Resend email** to send the email again. - Select **Dismiss** to close the notification. ## Related pages - [Your First Day with Atloria Web](doc:getting-started-first-day) - [Getting Started — Learning Path](doc:workflows-getting-started) - [Desk](doc:desk) - [Documents](doc:documents) - [Projects](doc:projects) - [settings](doc:settings-guide) # First Time Login _Getting Started_ # First-Time Sign-In Use the App to access your Organization’s Projects, Documents, Captured Flows, Operations, Issues, and other available workspace resources. ## Before You Begin Ensure that your Workspace administrator has issued your sign-in credentials. You may need: - The email address associated with your Organization account. - The password issued or configured by your Workspace administrator. - Access to your email inbox or authentication device if additional verification is required. ## Sign In to the App 1. Open a supported web browser. 2. Go to [https://atloria.sherkety.cloud](https://atloria.sherkety.cloud). 3. On the sign-in page, enter the email address issued by your Workspace administrator. 4. Enter your password. 5. Select **Sign In**. 6. If prompted for additional verification, complete the requested verification method. This may require entering a code sent to your email address or approving a request through your configured authentication method. After successful sign-in, the App opens your available workspace. ## What You Can Access The areas, Projects, Documents, and actions available after sign-in depend on the permissions assigned to you by your Workspace administrator. For example, depending on your access, you may be able to view or manage: - Projects and related documentation assets. - Documents and Captured Flows. - Operations activity and workflow-related work. - Issues and Desk requests. - Analytics reporting. - Organization settings, Branding, Integrations, or Billing. If you cannot access an expected area or resource, contact your Workspace administrator to confirm your assigned permissions. ## If You Cannot Sign In If sign-in is unsuccessful: 1. Confirm that you are using the correct App address: [https://atloria.sherkety.cloud](https://atloria.sherkety.cloud). 2. Verify that you entered the email address and password issued for your Organization account. 3. Complete any additional verification prompt, if displayed. 4. Contact your Workspace administrator if you do not have credentials, cannot complete verification, or continue to receive a sign-in error. # Getting Help _Welcome_ # Welcome to Getting Help Use this area to find guidance when working in the App, including help with Projects, Documents, Captured Flows, Operations, Issues, Organization settings, Integrations, and Billing. The App is available at https://atloria.sherkety.cloud. ## Find an Answer Use the following order to locate information efficiently: 1. **Search this manual** Search for the task, feature, or message you need help with. Use product terms such as Projects, Documents, Captured Flows, Issues, Integrations, or Billing. 2. **Review the Help & Troubleshooting pages** Consult troubleshooting guidance for common problems, known limitations, access questions, and error resolution steps. 3. **Open the guide for your work area** Use the relevant App guide for the activity you are completing. For example, review the appropriate guidance when creating or maintaining Documents, managing Projects, reviewing Captured Flows, or handling Issues. 4. **Contact your administrator or support contact** If the available guidance does not resolve the problem, contact the Workspace administrator or your organization’s designated support contact. ## Prepare Information Before Reporting a Problem Provide clear details so that the problem can be investigated efficiently. Gather the following information before contacting your administrator or support contact: | Information to provide | Description | |---|---| | Page | The App page where the problem occurred, including its URL when available. | | Record | The affected item, such as a Project, Document, Captured Flow, Issue, Organization setting, or integration connection. | | Expected result | What you expected to happen after completing the action. | | Actual result | What happened instead, including any unexpected behavior. | | Error text | The complete text of any error message or warning displayed in the App. | | Steps taken | The actions completed before the problem occurred. | | Supporting evidence | Relevant screenshots, videos, or Captured Flows that show the problem, where available. | Do not include sensitive information unless it is required by your organization’s reporting process. # Help & Troubleshooting — App _Help and Troubleshooting › App_ ## Desk | Symptom | Likely cause | Fix | |---|---|---| | The record does not appear in search results. | The record may not match the keyword or identifier entered, may be in a different Desk view, or may not be available to your access level. | Check the search text, select another relevant response-status view, and confirm that the record is available to your responsibilities and access level. | | A Desk view shows `0` records. | No available records currently match that response status or ownership view. | Select another view, such as **Triage 0**, **Your threads 0**, or **Unassigned 0**, depending on the work you need to review. | | You cannot find a record after opening it. | You may still be in the record view rather than the Desk list. | Use your browser’s Back control to return to the Desk list, then search again or select another Desk view. | | A record expected to be assigned to you is not in **Your threads 0**. | The record may not be available in your current access level or may not be included in the displayed ownership view. | Review the other available Desk views and confirm your access level and responsibilities. | [Open the full page](doc:desk) ## Documents | Symptom | Likely cause | Fix | |---|---|---| | The required document is not visible. | The current view is too narrow. | Select **All** to display all available documents, then use **Search...**. | | Search results are too broad. | The entered text is too general. | Enter a more specific feature name, workflow term, or document title in **Search...**. | | A recently changed document cannot be found in Published. | The document may be displayed in another available view. | Select **Recently Updated**, **Draft**, **Archived**, or **All**, then search again. | | Documentation is difficult to organize consistently. | The workspace needs an additional grouping. | Select **Add Category** to begin the category-addition flow. | [Open the full page](doc:documents) ## Projects | Symptom | Likely cause | Fix | |---|---|---| | You cannot find a project in the list. | The project may not match the text entered in **Search projects...**. | Try a shorter or different search term, then review the available projects. | | A message indicates that an email needs attention. | The email may need to be sent again. | Select **Resend email**. If no action is required, select **Dismiss** to close the message. | | You are concerned about removing the wrong project. | The incorrect project may be selected before using **Delete**. | Stop before deleting and verify that the selected project is the one intended for removal. | [Open the full page](doc:projects) ## Support Agent | Symptom | Likely cause | Fix | |---|---|---| | You are unsure whether to send another email. | The current item context has not been reviewed. | Review the current item before selecting **Resend email** or **Dismiss**. | | An email should not be sent again. | The item does not require further email follow-up. | Select **Dismiss** to complete handling without resending the email. | | You need to see the actions available for the current screen. | The available actions are not yet open. | Select **Menu**. | [Open the full page](doc:support-agent) ## Captured Flows | Symptom | Likely cause | Fix | |---|---|---| | You cannot begin working with Captured Flows. | Recorder access has not yet been requested or completed. | Open **Captured Flows** and select **Get recorder**. Follow the provided instructions. | | You did not receive the recorder access email. | The access email may need to be sent again. | Select **Resend email** in the Captured Flows workspace. | | The workspace does not show the latest information. | The view may need to be reloaded. | Select **Refresh**. | | You closed an access message by mistake. | The message was dismissed before you completed the access process. | Return to Captured Flows and select **Get recorder**. Use **Resend email** if the email must be sent again. | [Open the full page](doc:captured-flows) ## Analytics | Symptom | Likely cause | Fix | |---|---|---| | The Analytics information does not cover the intended timeframe. | A different reporting period is selected. | Select **7d**, **30d**, **90d**, or **1y**, then reopen the required Analytics view. | | You are reviewing the Dashboard but need follow-up items. | The current view is not **Needs Attention**. | Select **Needs Attention** to open the items presented for follow-up. | | You need an export-related workspace but remain in an Analytics view. | **Export Center** has not been opened. | Select **Export Center** from Analytics. | | You cannot locate the Analytics workspace. | You are not using the main navigation entry. | Select **Analytics** from the main navigation. | [Open the full page](doc:analytics) ## Screenshots | Symptom | Likely cause | Fix | |---|---|---| | You cannot find screenshots that need an update. | You are viewing all records or a group that does not focus on outdated captures. | Select **Stale0** to review screenshots that may need an updated capture. | | A required screenshot has no available image. | The screenshot record is in the missing-capture condition. | Select **Missing0**, locate the record, confirm that it is still needed, and select **Recapture**. | | You are unsure whether to request a new capture. | The screenshot may still be usable, or the underlying screenshot requirement may no longer be relevant. | Confirm that the screenshot is still needed before selecting **Recapture**. Use recapture only to obtain a new image for an existing requirement. | | You need to review the complete set of screenshot records again. | You are currently viewing a single capture-condition group. | Select **All0** to display all available screenshot records. | [Open the full page](doc:screenshots) ## Videos | Symptom | Likely cause | Fix | |---|---|---| | An email needs to be sent again. | The existing email must be resent. | Select **Resend email**. | | A completed or unnecessary prompt remains visible. | The prompt has not been removed from the current screen. | Select **Dismiss**. | | You need an action that is not visible on the main screen. | The action may be available in the screen menu. | Select **Menu** and review the options displayed. | | You are working in the wrong workspace. | A different workspace is active. | Check the active workspace selector before continuing. | [Open the full page](doc:videos) ## Billing | Symptom | Likely cause | Fix | |---|---|---| | You need to work with the current subscription but are viewing plan upgrade choices. | You are considering a new plan rather than the existing subscription. | Select **Manage subscription** instead of an upgrade action. | | An email needs to be sent again. | A repeat send is required. | Select **Resend email** on the Billing page. | | A billing message remains visible after you have reviewed it. | The message has not been dismissed. | Select **Dismiss** when no further action is required. | | You are unsure which upgrade action to use. | The Billing page provides separate actions for Pro and Business. | Select **Upgrade to Pro** only for the Pro plan or **Upgrade to Business** only for the Business plan; review the next screen before completing the action. | [Open the full page](doc:billing) ## Settings | Symptom | Likely cause | Fix | |---|---|---| | An email-related item remains displayed and still needs delivery attention. | The item has not yet been sent again. | Select **Resend email** to initiate another delivery attempt. | | An item is displayed even though no further action is required. | The item has not been dismissed. | Select **Dismiss** to remove the currently displayed item from attention. | | You are ready to connect an integration but are unsure which action to use. | The required integration area has not been selected first. | Open **Git Providers** for a Git provider connection or **Webhooks** for a webhook connection, then select **Connect**. | | You need to change a presentation element but cannot find the appropriate controls. | The relevant Branding area has not been opened. | Select **Atloria Web**, then open the appropriate area: **Site Info**, **Media**, **Colors**, **Top Menu**, **Typography**, **White-label**, or **Domain**. | [Open the full page](doc:settings-guide) ## Integrations | Symptom | Likely cause | Fix | |---|---|---| | You are ready to begin a connection but are in the wrong integration area. | The incorrect area was selected. | Select **Git Providers** for a Git provider connection or **Webhooks** for a webhook connection, then select **Connect**. | | An email-related message remains visible after you resend it. | **Resend email** sends the message again; it does not remove the message from view. | Select **Dismiss** if the message no longer needs to be displayed. | | You cannot determine which connection to begin. | The integration type has not yet been chosen. | Identify whether the required integration is a Git provider or a webhook, then select the matching area before selecting **Connect**. | [Open the full page](doc:integrations) ## Issues | Symptom | Likely cause | Fix | |---|---|---| | The displayed issues do not cover the period you need. | The current review period is too short or too long. | Select **7d**, **30d**, or **90d** to change the review scope. | | You need to see more issues than the current display provides. | You are viewing a time-focused issue display. | Select **View All Issues** or **View all**. | | You need a different way to review the displayed issues. | The current Issues view does not match your preferred review format. | Select **View Boards**. | | An issue requires another notification. | The existing email notification needs to be sent again. | Select **Resend email**. | [Open the full page](doc:issues) ## Branding | Symptom | Likely cause | Fix | |---|---|---| | You cannot find the Branding screen. | You have not opened the Branding context from Settings. | Select **Settings**, then select **Atloria Web**. | | The selected area does not contain controls relevant to the requested presentation change. | A different Branding area is required. | Return to the Branding screen and select the area matching the request, such as **Media**, **Colors**, **Top Menu**, or **Typography**. | | You need to verify how the branding appears outside the settings view. | The Branding screen is not the live presentation. | Select **Open live preview** and review the live result. | | You are unsure whether a change concerns site information or white-label presentation. | The requested outcome has not been matched to a Branding area. | Review the request, then choose **Site Info** for site-information branding or **White-label** for white-label presentation settings. | [Open the full page](doc:branding) ## Organization | Symptom | Likely cause | Fix | |---|---|---| | You cannot send an invitation. | The required **teammate@company.com** field has not been completed. | Enter the recipient’s work email address, then select **Send invite**. | | The invitation was sent to the wrong person. | An incorrect email address was entered before the invitation was sent. | Dismiss the current action with **Dismiss** when applicable, verify the intended recipient’s address, and send an invitation using the correct address. | | A recipient needs another invitation email. | The original invitation email needs to be sent again. | Select **Resend email**. | [Open the full page](doc:organization) # Integrations _Applications › App › settings_ ![Integrations](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/43c6f7af76a31b6f784110d5fcc5e20a.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A20.27%2C%22w%22%3A6.92%2C%22h%22%3A5.6%2C%22label%22%3A%222%20%20Git%20Providers%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A18.06%2C%22y%22%3A23.07%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A58.26%2C%22y%22%3A0.02%2C%22w%22%3A5.15%2C%22h%22%3A3.19%2C%22label%22%3A%224%20%20Resend%20email%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A63.24%2C%22y%22%3A0.02%2C%22w%22%3A3.36%2C%22h%22%3A3.19%2C%22label%22%3A%225%20%20Dismiss%22%7D%5D%7D) *Integrations* ![Git Providers](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5899621cbaa93e116cb96af4e7c74b07.png) ## Overview Integrations provide access to connection areas for external services used by your Organization. Documentation managers, technical writers, support agents, and workspace administrators use this page when they need to begin a connection for Git providers or webhooks, or when they need to handle an email-related message displayed on the page. Use Integrations when the required connection area has been identified. The available workflow begins a connection action; this page does not display connection status, connection details, or completed connection records. ## Settings Before beginning a connection, select the integration area that matches the service type you intend to use. The Integrations page provides separate areas for Git provider and webhook connections. | Control | Purpose | |---|---| | **Settings** | Opens the settings area. | | **Git Providers** | Opens the Git provider integration area. | | **Webhooks** | Opens the webhook integration area. | | **Connect** | Begins the connection action for the selected integration. | > **Note:** Select the appropriate integration area before using **Connect**. The connection action applies to the area currently selected. ## Workflow ### Choose the integration area 1. Select **Settings** to open the settings area. ![Integrations](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/225b83f4b69e676a58fa82c4a2f628b8.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A20.27%2C%22w%22%3A6.92%2C%22h%22%3A5.6%2C%22label%22%3A%222%20%20Git%20Providers%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A18.06%2C%22y%22%3A23.07%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A62.71%2C%22y%22%3A0.02%2C%22w%22%3A3.36%2C%22h%22%3A3.19%2C%22label%22%3A%225%20%20Dismiss%22%7D%5D%7D) *Integrations* ![Git Providers](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5899621cbaa93e116cb96af4e7c74b07.png) 2. Decide which type of integration you need: - Select **Git Providers** when you need the Git provider integration area. - Select **Webhooks** when you need the webhook integration area. The selected area determines which integration connection action you begin next. > **Tip:** Confirm the integration type before continuing. Selecting **Git Providers** and selecting **Webhooks** open different integration areas. ### Begin the connection action 3. After selecting the required integration area, select **Connect**. ![Integrations](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8e34cacb96f5c34f6ce07df972491d81.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A17.57%2C%22w%22%3A6.92%2C%22h%22%3A5.75%2C%22label%22%3A%222%20%20Git%20Providers%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A18.06%2C%22y%22%3A20.45%7D%5D%7D) *Integrations* ![Git Providers](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/27530e0e5cd00b342acff0def88ac3cf.png) **Connect** begins the connection action for the selected integration. Continue with the connection process presented after the action begins. ### Decide how to handle an email-related message 4. If an email-related message is displayed on the Integrations page, decide whether the message must be sent again or removed from view. ![Integrations](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/78a860cfb0116d00b0aabdfc394ad877.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A14.6%2C%22y%22%3A17.57%2C%22w%22%3A6.92%2C%22h%22%3A5.75%2C%22label%22%3A%222%20%20Git%20Providers%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A18.06%2C%22y%22%3A20.45%7D%5D%7D) *Integrations* ![Git Providers](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ff772bf7ba994d8c7adc6eba503f493e.png) 5. Select one of the following actions: - Select **Resend email** to send the displayed email-related message again. - Select **Dismiss** to remove the displayed email-related message from view. > **Warning:** Select **Dismiss** only when the displayed email-related message no longer requires attention. Dismissing it removes the message from view. ## Examples A documentation manager working in the **Atloria Web** workspace needs to begin a Git provider connection. 1. The manager selects **Settings**. 2. The manager selects **Git Providers** because the required connection is for a Git provider rather than a webhook. 3. After confirming that the Git provider area is selected, the manager selects **Connect** to begin the connection action. 4. An email-related message is displayed on the Integrations page. Because the message must be sent again, the manager selects **Resend email**. 5. If the message no longer needs to remain visible after it has been handled, the manager selects **Dismiss** to remove it from view. This completes the available Integrations workflow: the Git provider connection action has been started, and the email-related message has been handled. ## Tips > **Tip:** Use **Git Providers** only for Git provider connections. Use **Webhooks** when the required integration is a webhook. > **Note:** **Resend email** sends the displayed email-related message again, while **Dismiss** only removes that message from view. Choose the action that matches the required outcome. > **Warning:** Do not select **Connect** until you have selected the correct integration area. The page provides separate connection areas for Git providers and webhooks. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | You are ready to begin a connection but are in the wrong integration area. | The incorrect area was selected. | Select **Git Providers** for a Git provider connection or **Webhooks** for a webhook connection, then select **Connect**. | | An email-related message remains visible after you resend it. | **Resend email** sends the message again; it does not remove the message from view. | Select **Dismiss** if the message no longer needs to be displayed. | | You cannot determine which connection to begin. | The integration type has not yet been chosen. | Identify whether the required integration is a Git provider or a webhook, then select the matching area before selecting **Connect**. | ## Related pages - [Branding](doc:branding) - [Issues](doc:issues) - [App — Learning Path](doc:workflows-app) - [Billing](doc:billing) - [Organization](doc:organization) - [App — Overview](doc:app-overview) - [Desk](doc:desk) - [Documents](doc:documents) - [Analytics](doc:analytics) - [Captured Flows](doc:captured-flows) - [Screenshots](doc:screenshots) - [Support Agent](doc:support-agent) - [Videos](doc:videos) - [Projects](doc:projects) - [settings](doc:settings-guide) # Issues _Applications › App › settings_ ![Issues](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e9732f0f289d032cd04d060b08c03a2c.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A73.73%2C%22y%22%3A9.34%2C%22w%22%3A8.28%2C%22h%22%3A4.13%2C%22label%22%3A%223%20%20View%20All%20Issues%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A77.87%2C%22y%22%3A11.4%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A58.26%2C%22y%22%3A0.0%2C%22w%22%3A5.15%2C%22h%22%3A2.64%2C%22label%22%3A%224%20%20Resend%20email%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A63.24%2C%22y%22%3A0.0%2C%22w%22%3A3.36%2C%22h%22%3A2.64%2C%22label%22%3A%225%20%20Dismiss%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A81.62%2C%22y%22%3A9.34%2C%22w%22%3A7.53%2C%22h%22%3A4.13%2C%22label%22%3A%226%20%20View%20Boards%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A6%2C%22x%22%3A85.38%2C%22y%22%3A11.4%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A66.55%2C%22y%22%3A9.59%2C%22w%22%3A3.97%2C%22h%22%3A3.63%2C%22label%22%3A%227%20%2030d%22%7D%5D%7D) *Issues* ![View All Issues](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/40c63a85937fc5a60d8a083604ea2e49.png) ![Resend email](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/04664d8aaff8c0edba1805e4172f666a.png) ![Dismiss](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a97db7154285e831ae4f8872703d1aa1.png) ## Overview Issues provides a central place to review reported problems, bugs, or support items that require attention. Documentation managers, technical writers, customer support agents, and operations managers can use the Issues screen to focus their review on a recent or longer historical period before investigating the displayed items. Use the available time-range controls to select the period that best matches your review objective, such as a weekly operational review or a quarterly trend check. ## Workflow ### Choose the review period 1. Open **Issues** from the application navigation. ![Issues](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ad3575d95f4b28445aea3eade3a9aa45.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A73.73%2C%22y%22%3A9.34%2C%22w%22%3A8.28%2C%22h%22%3A4.13%2C%22label%22%3A%223%20%20View%20All%20Issues%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A77.87%2C%22y%22%3A11.4%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A62.71%2C%22y%22%3A0.0%2C%22w%22%3A3.36%2C%22h%22%3A2.64%2C%22label%22%3A%225%20%20Dismiss%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A81.62%2C%22y%22%3A9.34%2C%22w%22%3A7.53%2C%22h%22%3A4.13%2C%22label%22%3A%226%20%20View%20Boards%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A6%2C%22x%22%3A85.38%2C%22y%22%3A11.4%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A66.55%2C%22y%22%3A9.59%2C%22w%22%3A3.97%2C%22h%22%3A3.63%2C%22label%22%3A%227%20%2030d%22%7D%5D%7D) *Issues* ![View All Issues](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/40c63a85937fc5a60d8a083604ea2e49.png) ![Dismiss](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/26ad06cc699f2dcfafd7c5b0c90c3581.png) ![View Boards](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fd61c06b6ca0edea6b2dd0d88b860715.png) 2. Decide how much history you need to review: - Select **7d** to focus on issues from the most recent seven days. - Select **30d** to review issues across a thirty-day period. - Select **90d** to review a longer historical period. Choose the shortest period that answers the current operational question. For example, use seven days for a current support review and ninety days when assessing longer-term issue activity. > **Tip:** Start with **7d** for routine reviews. Expand to **30d** or **90d** only when you need broader historical context. 3. Review the issues displayed for the selected period. If you need a broader issue list, select **View All Issues** or **View all**. ### Decide how to handle an issue 4. When an issue requires another email notification, select **Resend email**. 5. When an issue no longer requires attention in the current review, select **Dismiss**. > **Note:** Confirm that the selected time range is appropriate before dismissing an issue. A short review period may not provide the historical context needed for a decision. ### Choose an alternative issue view 6. If you need to review issues in a board-oriented view, select **View Boards**. 7. Return to the Issues screen and select a different period—**7d**, **30d**, or **90d**—whenever the scope of your review changes. ## Examples ### Review issues from the last 30 days A customer support agent is preparing a monthly service review and needs to examine issues reported during the previous month. 1. The agent opens **Issues** from the application navigation. ![Issues](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/426b217530df15b335b3296d20647800.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A73.73%2C%22y%22%3A7.23%2C%22w%22%3A8.28%2C%22h%22%3A4.19%2C%22label%22%3A%223%20%20View%20All%20Issues%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A77.87%2C%22y%22%3A9.32%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A81.62%2C%22y%22%3A7.23%2C%22w%22%3A7.53%2C%22h%22%3A4.19%2C%22label%22%3A%226%20%20View%20Boards%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A6%2C%22x%22%3A85.38%2C%22y%22%3A9.32%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A66.55%2C%22y%22%3A7.49%2C%22w%22%3A3.97%2C%22h%22%3A3.68%2C%22label%22%3A%227%20%2030d%22%7D%5D%7D) *Issues* ![View All Issues](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7d94ce8595d1912a040231cf387962b1.png) ![View Boards](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/bc2ea8682585c9a66d444a809744a322.png) ![30d](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a1c38a9b8205ba661ea8446bb468b3ff.png) 2. The agent selects **30d** to display the thirty-day review period. 3. The agent reviews the displayed issues and identifies an item that requires a repeated notification. 4. The agent selects **Resend email** for that issue. 5. For an item that does not require further attention during the review, the agent selects **Dismiss**. 6. To review the complete issue list after the monthly check, the agent selects **View All Issues**. This process keeps the monthly review focused on the appropriate period while allowing the agent to take the available issue actions directly from the Issues screen. ## Tips > **Tip:** Use **7d** for frequent operational checks, **30d** for monthly reviews, and **90d** for longer historical reviews. > **Warning:** Do not assume that a longer time range replaces a focused review. Select the period that matches the decision you need to make before handling displayed issues. - Use **View Boards** when a board view is more suitable for your issue review. - Use **View All Issues** or **View all** when the selected time-range display is not broad enough for your task. - Re-select the time range whenever you change from a short-term operational review to a longer historical review. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | The displayed issues do not cover the period you need. | The current review period is too short or too long. | Select **7d**, **30d**, or **90d** to change the review scope. | | You need to see more issues than the current display provides. | You are viewing a time-focused issue display. | Select **View All Issues** or **View all**. | | You need a different way to review the displayed issues. | The current Issues view does not match your preferred review format. | Select **View Boards**. | | An issue requires another notification. | The existing email notification needs to be sent again. | Select **Resend email**. | ## Related pages - [Integrations](doc:integrations) - [Organization](doc:organization) - [App — Learning Path](doc:workflows-app) - [Billing](doc:billing) - [Branding](doc:branding) - [App — Overview](doc:app-overview) - [Desk](doc:desk) - [Documents](doc:documents) - [Analytics](doc:analytics) - [Captured Flows](doc:captured-flows) - [Screenshots](doc:screenshots) - [Support Agent](doc:support-agent) - [Videos](doc:videos) - [Projects](doc:projects) - [settings](doc:settings-guide) # Organization _Applications › App › settings_ ![Organization](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/95d328c97f6dc569f1b2815d42da18cb.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A91.9%2C%22y%22%3A27.65%2C%22w%22%3A6.0%2C%22h%22%3A4.62%2C%22label%22%3A%224%20%20Send%20invite%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A58.26%2C%22y%22%3A0.02%2C%22w%22%3A5.15%2C%22h%22%3A3.19%2C%22label%22%3A%226%20%20Resend%20email%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A63.24%2C%22y%22%3A0.02%2C%22w%22%3A3.36%2C%22h%22%3A3.19%2C%22label%22%3A%227%20%20Dismiss%22%7D%5D%7D) *Organization* ![Send invite](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8efdcb2d7e45715b1fc262cbc68c1310.png) ## Overview The Organization page is used by Organization administrators and team managers to invite teammates to the Organization. Use it when a new colleague needs access to the team account. An invitation is sent to the recipient’s work email address. Before sending the invitation, confirm that the address is correct, because the email address is required. ## Settings The Organization page requires a recipient work email address before an invitation can be sent. | Setting | Description | |---|---| | **teammate@company.com** | Enter the work email address of the person to invite. This field is required. | > **Note:** Verify the recipient’s work email address before sending the invitation. The invitation is delivered by email. ## Workflow ### Decide whether the recipient is ready to be invited 1. On the Organization page, review the recipient’s work email address before creating the invitation. ![Organization](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d68f0f530e97ca01d31ff0de1d1ec5fd.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A91.9%2C%22y%22%3A27.65%2C%22w%22%3A6.0%2C%22h%22%3A4.62%2C%22label%22%3A%224%20%20Send%20invite%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A62.71%2C%22y%22%3A0.02%2C%22w%22%3A3.36%2C%22h%22%3A3.19%2C%22label%22%3A%227%20%20Dismiss%22%7D%5D%7D) *Organization* ![Send invite](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8efdcb2d7e45715b1fc262cbc68c1310.png) 2. In **teammate@company.com**, enter the correct work email address for the teammate you want to invite. 3. Decide whether the address is complete and correct: - If the address is not correct, revise it before continuing. - If the address is correct, proceed to send the invitation. > **Tip:** Use the recipient’s current work email address so that the invitation reaches the intended teammate. ### Send the Organization invitation 4. Select **Send invite** to send the Organization invitation by email. ![Organization](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/54f512b7d217fb378bc99fc7a56b7406.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A91.9%2C%22y%22%3A25.2%2C%22w%22%3A6.0%2C%22h%22%3A4.73%2C%22label%22%3A%224%20%20Send%20invite%22%7D%5D%7D) *Organization* ![Send invite](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f08043725e3b71572b4ebc123e1e736f.png) 5. Confirm that the invitation has been sent. The recipient can then receive the invitation at the email address entered on the Organization page. ### Decide whether an invitation must be sent again 6. If an invitation email must be sent again, select **Resend email**. 7. If you do not need to continue with the current invitation action, select **Dismiss**. > **Warning:** Do not use **Resend email** unless the invitation needs to be sent again. Confirm the recipient’s email address before sending or resending an invitation. ## Examples A team manager needs to invite a new technical writer, Morgan Lee, to the Organization. 1. The team manager opens the Organization page. 2. In **teammate@company.com**, the team manager enters `morgan.lee@company.com`. 3. The team manager checks that the address is Morgan’s correct work email address. 4. The team manager selects **Send invite**. 5. The Organization invitation is sent to `morgan.lee@company.com` by email. If Morgan reports that the original invitation email needs to be sent again, the team manager returns to the Organization page and selects **Resend email**. ## Tips > **Tip:** Invite teammates using a work email address that they can access. > **Note:** The email address field is required. Enter an address before selecting **Send invite**. > **Warning:** Review the email address carefully before sending an invitation to avoid sending it to the wrong recipient. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | You cannot send an invitation. | The required **teammate@company.com** field has not been completed. | Enter the recipient’s work email address, then select **Send invite**. | | The invitation was sent to the wrong person. | An incorrect email address was entered before the invitation was sent. | Dismiss the current action with **Dismiss** when applicable, verify the intended recipient’s address, and send an invitation using the correct address. | | A recipient needs another invitation email. | The original invitation email needs to be sent again. | Select **Resend email**. | ## Related pages - [Issues](doc:issues) - [App — Overview](doc:app-overview) - [App — Learning Path](doc:workflows-app) - [Billing](doc:billing) - [Branding](doc:branding) - [Integrations](doc:integrations) - [Desk](doc:desk) - [Documents](doc:documents) - [Analytics](doc:analytics) - [Captured Flows](doc:captured-flows) - [Screenshots](doc:screenshots) - [Support Agent](doc:support-agent) - [Videos](doc:videos) - [Projects](doc:projects) - [settings](doc:settings-guide) # Projects _Applications › App_ ![Projects](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7b500b3f2358fd5d9b3eb04954f14c9a.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A91.75%2C%22y%22%3A18.84%2C%22w%22%3A6.98%2C%22h%22%3A4.58%2C%22label%22%3A%223%20%20New%20Project%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A95.24%2C%22y%22%3A21.13%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A58.26%2C%22y%22%3A0.02%2C%22w%22%3A5.15%2C%22h%22%3A3.19%2C%22label%22%3A%226%20%20Resend%20email%22%7D%5D%7D) *Projects* ![Resend email](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9c3fd3717bc0f7e46317fcf373803325.png) ## Overview Projects are organized workspaces or initiatives that contain related documentation and assets. Use the Projects area to locate existing project records, begin a new project, and remove projects that are no longer required. Documentation managers, technical writers, customer support agents, product or operations managers, and workspace administrators can use this area when organizing work by initiative. ## Workflow ### Decide whether to work with an existing project or create a new one 1. Open **Projects** from the main navigation. ![Projects](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/6857d6fa2a5d01c2a32bfde0267ea251.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A91.75%2C%22y%22%3A18.84%2C%22w%22%3A6.98%2C%22h%22%3A4.58%2C%22label%22%3A%223%20%20New%20Project%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A95.24%2C%22y%22%3A21.13%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A62.71%2C%22y%22%3A0.02%2C%22w%22%3A3.36%2C%22h%22%3A3.19%2C%22label%22%3A%226%20%20Dismiss%22%7D%5D%7D) *Projects* ![New Project](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fe2afefd3489249d01189e47fdcc459f.png) ![Dismiss](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/86f49879619df93f74cc270c2f047edd.png) 2. To locate an existing project, enter relevant text in **Search projects...**. Review the matching projects shown in the list. 3. If the required project is not available, select **New Project** to begin creating a project. Complete the information requested on the next screen before continuing your work in that project. > **Note:** Use a specific and recognizable project name when creating a project so that other members of the Organization can find the correct workspace through project search. ### Decide whether to keep or remove a project 4. When a project is no longer needed, select the project to be removed and use **Delete**. 5. If the project should remain available, do not delete it. Return to **Projects** and use **Search projects...** whenever you need to locate it again. > **Warning:** **Delete** is intended for removing a project. Confirm that you have selected the correct project before using this action. ### Respond to visible interface messages 6. If the Projects screen displays a message related to email delivery, use **Resend email** to send the email again, or select **Dismiss** to close the message. 7. Use **Menu** only when you need the additional options made available by the screen. ## Examples A documentation manager is preparing a workspace for an upcoming customer onboarding initiative called *Northwind Onboarding*. 1. The manager opens **Projects**. ![Projects](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3e9132958bb1fdf3adb32372961b2272.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A91.75%2C%22y%22%3A16.09%2C%22w%22%3A6.98%2C%22h%22%3A4.68%2C%22label%22%3A%223%20%20New%20Project%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A95.24%2C%22y%22%3A18.43%7D%5D%7D) *Projects* ![New Project](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ae439a7a323f47854b19e72cd090f47d.png) 2. The manager enters `Northwind Onboarding` in **Search projects...** to confirm that a project with that name does not already exist. 3. Because no suitable existing project is found, the manager selects **New Project** and completes the information requested in the project creation screen. 4. Later, the manager returns to **Projects** and uses **Search projects...** to find the *Northwind Onboarding* project when documentation and related assets need to be organized for that initiative. 5. If a duplicate project is later identified, the manager selects the duplicate and uses **Delete**, while retaining the project that the team is actively using. ## Tips > **Tip:** Search before creating a project to reduce the risk of duplicate project workspaces. > **Tip:** Keep project names consistent with your Organization's initiative or customer naming conventions to make searches more reliable. > **Warning:** Do not use **Delete** for a project that may still be needed by writers, support agents, or operations teams. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | You cannot find a project in the list. | The project may not match the text entered in **Search projects...**. | Try a shorter or different search term, then review the available projects. | | A message indicates that an email needs attention. | The email may need to be sent again. | Select **Resend email**. If no action is required, select **Dismiss** to close the message. | | You are concerned about removing the wrong project. | The incorrect project may be selected before using **Delete**. | Stop before deleting and verify that the selected project is the one intended for removal. | ## Related pages - [Documents](doc:documents) - [App — Overview](doc:app-overview) - [App — Learning Path](doc:workflows-app) - [Finding Your Way Around](doc:getting-started-find-your-way) - [Desk](doc:desk) - [settings](doc:settings-guide) - [Analytics](doc:analytics) - [Captured Flows](doc:captured-flows) - [Screenshots](doc:screenshots) - [Support Agent](doc:support-agent) - [Videos](doc:videos) - [Billing](doc:billing) - [Branding](doc:branding) - [Integrations](doc:integrations) - [Issues](doc:issues) # Screenshots _Applications › App › enterprise_ ![Screenshots](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1511c8f4da8b1aab26aa50338fe1fcfe.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A27.36%2C%22y%22%3A21.75%2C%22w%22%3A4.34%2C%22h%22%3A4.22%2C%22label%22%3A%225%20%20Stale0%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A16.27%2C%22y%22%3A21.75%2C%22w%22%3A3.51%2C%22h%22%3A4.22%2C%22label%22%3A%228%20%20All0%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A31.11%2C%22y%22%3A21.75%2C%22w%22%3A5.1%2C%22h%22%3A4.22%2C%22label%22%3A%225%20%20Missing0%22%7D%5D%7D) *Screenshots* ![Stale0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/30bf86e3277a0ad294b68b318b7291ae.png) ![All0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a64e27595f4f87159e3f4e4a81090473.png) ![Missing0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/30bf86e3277a0ad294b68b318b7291ae.png) ## Overview The Screenshots workspace is used to review screenshot records by capture condition and to request a new capture when an image is no longer current or is unavailable. Documentation managers, technical writers, support agents, and operations managers use these groups to identify screenshots that can be retained and those that require attention. Use this workspace when maintaining Documents, Captured Flows, or other content that depends on accurate visual references. ## Workflow ### Review screenshots by capture condition 1. Open **Enterprise** from the application navigation, then open **Screenshots**. ![Screenshots](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/131f9f31638fcc99525a2a77f510258d.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A27.36%2C%22y%22%3A21.75%2C%22w%22%3A4.34%2C%22h%22%3A4.22%2C%22label%22%3A%225%20%20Stale0%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A16.27%2C%22y%22%3A21.75%2C%22w%22%3A3.51%2C%22h%22%3A4.22%2C%22label%22%3A%228%20%20All0%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A31.11%2C%22y%22%3A21.75%2C%22w%22%3A5.1%2C%22h%22%3A4.22%2C%22label%22%3A%225%20%20Missing0%22%7D%5D%7D) *Screenshots* ![Stale0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/30bf86e3277a0ad294b68b318b7291ae.png) ![All0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a64e27595f4f87159e3f4e4a81090473.png) ![Missing0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/30bf86e3277a0ad294b68b318b7291ae.png) 2. Select the group that matches the condition you need to review: - Select **All0** to display all available screenshot records. - Select **Fresh0** to review screenshots identified as fresh. - Select **Carried0** to review screenshots that have been carried forward. - Select **Stale0** to review screenshots that may need an updated capture. - Select **Missing0** to review screenshot records without an available capture. 3. Review the records in the selected group and decide whether an updated image is required. > **Note:** The screenshot groups are review filters. Select the condition that best matches the work you are performing rather than reviewing every record at once. ### Decide whether to recapture or retain the screenshot 4. If the screenshot is current and remains suitable for its intended use, retain it without requesting a new capture. Review fresh or carried-forward records when you need to confirm that existing visual content can continue to be used. 5. If the screenshot is no longer current, select **Stale0** and locate the applicable record. If no image is available for the record, select **Missing0** instead. ![Screenshots](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/be47255d0c229d77d9d9f782208c4872.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A27.36%2C%22y%22%3A19.1%2C%22w%22%3A4.34%2C%22h%22%3A4.31%2C%22label%22%3A%225%20%20Stale0%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A16.27%2C%22y%22%3A19.1%2C%22w%22%3A3.51%2C%22h%22%3A4.31%2C%22label%22%3A%228%20%20All0%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A31.11%2C%22y%22%3A19.1%2C%22w%22%3A5.1%2C%22h%22%3A4.31%2C%22label%22%3A%225%20%20Missing0%22%7D%5D%7D) *Screenshots* ![Stale0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/c0a2ec2862b43a19ae30d377e6f7bb51.png) ![All0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/c3700f877d524e9ff82bf4bfa8fbfd51.png) ![Missing0](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/c0a2ec2862b43a19ae30d377e6f7bb51.png) 6. Confirm that the screenshot is still needed. If a new image is required, select **Recapture** for the applicable screenshot record. 7. Continue reviewing the relevant capture-condition group until the required screenshot records have been assessed. > **Warning:** Use **Recapture** only when the screenshot requirement still exists and a new image is needed. Do not use it to remove a screenshot requirement. ### Review all records before completing the work 8. Select **All0** when you need a complete view of the available screenshot records after reviewing individual conditions. 9. Use the condition groups again as needed to verify that stale and missing records have been identified and that required recaptures have been requested. ## Examples A technical writer is updating a product guide after a workflow change and needs to confirm whether its screenshots remain accurate. 1. The writer opens **Enterprise**, then opens **Screenshots**. 2. The writer selects **Stale0** to review screenshot records that may need an updated capture. 3. The writer identifies a screenshot associated with the changed workflow and confirms that the guide still requires that image. 4. Because the existing image may no longer reflect the current workflow, the writer selects **Recapture** for that record. 5. The writer then selects **Missing0** to check whether any required screenshot records do not currently have an available capture. 6. Finally, the writer selects **All0** to return to the complete screenshot review workspace and confirm that all relevant records have been reviewed. ## Tips > **Tip:** Start with **Stale0** and **Missing0** when preparing an update to a Document or Captured Flow. These groups focus attention on records most likely to require action. > **Tip:** Use **Fresh0** and **Carried0** to review screenshots that may remain usable, rather than requesting recaptures unnecessarily. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | You cannot find screenshots that need an update. | You are viewing all records or a group that does not focus on outdated captures. | Select **Stale0** to review screenshots that may need an updated capture. | | A required screenshot has no available image. | The screenshot record is in the missing-capture condition. | Select **Missing0**, locate the record, confirm that it is still needed, and select **Recapture**. | | You are unsure whether to request a new capture. | The screenshot may still be usable, or the underlying screenshot requirement may no longer be relevant. | Confirm that the screenshot is still needed before selecting **Recapture**. Use recapture only to obtain a new image for an existing requirement. | | You need to review the complete set of screenshot records again. | You are currently viewing a single capture-condition group. | Select **All0** to display all available screenshot records. | ## Related pages - [Captured Flows](doc:captured-flows) - [Support Agent](doc:support-agent) - [App — Learning Path](doc:workflows-app) - [Analytics](doc:analytics) - [Videos](doc:videos) - [App — Overview](doc:app-overview) - [Desk](doc:desk) - [Documents](doc:documents) - [Projects](doc:projects) - [settings](doc:settings-guide) - [Billing](doc:billing) - [Branding](doc:branding) - [Integrations](doc:integrations) - [Issues](doc:issues) - [Organization](doc:organization) # Settings _Applications › App › settings_ ![Settings](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/4d569e2d37b46ace91822027dc8700a3.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A58.26%2C%22y%22%3A0.02%2C%22w%22%3A5.15%2C%22h%22%3A3.19%2C%22label%22%3A%223%20%20Resend%20email%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A63.24%2C%22y%22%3A0.02%2C%22w%22%3A3.36%2C%22h%22%3A3.19%2C%22label%22%3A%225%20%20Dismiss%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A53.93%2C%22y%22%3A3.95%2C%22w%22%3A8.27%2C%22h%22%3A4.44%2C%22label%22%3A%2210%20%20Atloria%20Web%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A10%2C%22x%22%3A58.06%2C%22y%22%3A6.17%7D%5D%7D) *settings* ![Dismiss](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/dbe4c30ca90af5c3d96691168df452f5.png) ![Atloria Web](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2355d5b3ed560f7caea77e2761418447.png) ## Overview Settings provides access to organization-level areas for managing integration connections, branding presentation, and email-related items that require attention. Documentation managers, workspace administrators, product managers, and support teams use this area when they need to connect an external service, review the organization’s presentation settings, or act on a displayed email item. Use Settings when the required task is administrative or organization-wide rather than related to an individual Project, Document, Captured Flow, or Issue. ## Settings The Settings screen provides the available actions for handling the displayed email-related item: **Resend email** and **Dismiss**. It also provides access to the organization presentation area through **Atloria Web**. For integrations, first open the integration area that matches the service type you need to connect: | Area | Use it for | |---|---| | **Git Providers** | Opening the Git provider integration area. | | **Webhooks** | Opening the webhook integration area. | | **Connect** | Beginning the connection action for the selected integration. | | **Atloria Web** | Opening the Branding screen. | > **Note** > Select the appropriate integration area before selecting **Connect**. The available workflow does not indicate that one integration area can be used to connect a different integration type. For Branding, select the area that corresponds to the presentation change you need to review or adjust: | Branding area | Use it for | |---|---| | **Site Info** | Opening the site-information branding area. | | **Media** | Opening the media-related branding area. | | **Colors** | Opening the color-related branding area. | | **Top Menu** | Opening the top-menu presentation area. | | **Typography** | Opening the typography-related settings area. | | **White-label** | Opening the white-label presentation settings area. | | **Domain** | Opening the domain-related settings area. | Complete branding changes only through the controls available after you open the relevant Branding area. ## Workflow ### Decide whether you need to manage an email item, an integration, or Branding 1. Open **Settings** to access the settings area. ![settings](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7c5b3fdce1cfd7e983ee09972211804b.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A62.71%2C%22y%22%3A0.02%2C%22w%22%3A3.36%2C%22h%22%3A3.19%2C%22label%22%3A%225%20%20Dismiss%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A53.93%2C%22y%22%3A3.95%2C%22w%22%3A8.27%2C%22h%22%3A4.44%2C%22label%22%3A%2210%20%20Atloria%20Web%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A10%2C%22x%22%3A58.06%2C%22y%22%3A6.17%7D%5D%7D) *settings* ![Dismiss](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/86f49879619df93f74cc270c2f047edd.png) ![Atloria Web](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/4040df7fee7c6a924dfbfa2ff5fc8311.png) 2. Review the currently displayed item and determine the required action: - Choose **Resend email** when the email requires another delivery attempt. - Choose **Dismiss** when the displayed item no longer requires attention. - Choose **Atloria Web** when you need to review or adjust organization Branding. - Open the required integration area when you need to begin a Git provider or webhook connection. ![settings](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/26883eac5e670d7c22ffa20b548df2a6.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A53.93%2C%22y%22%3A0.69%2C%22w%22%3A8.27%2C%22h%22%3A4.55%2C%22label%22%3A%2210%20%20Atloria%20Web%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A10%2C%22x%22%3A58.06%2C%22y%22%3A2.96%7D%5D%7D) *settings* ![Atloria Web](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b5c724e32bf5c6ef08ee813aa4e548d3.png) > **Tip** > Dismiss an item only when no additional delivery attempt or follow-up is required. Use **Resend email** when another delivery attempt is appropriate. ### If the email requires another delivery attempt 3. Select **Resend email** to send the email again. 4. Return to the Settings screen after initiating the resend action. If the item still requires attention, review it again and decide whether another action is needed. ### If the displayed item no longer requires attention 5. Select **Dismiss** to dismiss the currently displayed item. 6. Treat the item as closed from the Settings screen after it has been dismissed. If a different email-related item is displayed later, review that item independently before choosing **Resend email** or **Dismiss**. ### If you need to begin an integration connection 7. Choose the integration area that matches the connection you need: - Select **Git Providers** for a Git provider connection. - Select **Webhooks** for a webhook connection. 8. Confirm that you are in the appropriate integration area, then select **Connect** to begin the connection action for that integration. 9. Continue only with the controls available in the selected integration area. The connection process begins with **Connect**; do not use **Connect** until you have selected the required integration area. ### If you need to review or adjust Branding 10. Select **Atloria Web** to open the Branding screen. 11. Choose the Branding area that matches the presentation component you need to work with: - Select **Site Info** for site information. - Select **Media** for media-related presentation. - Select **Colors** for color-related presentation. - Select **Top Menu** for top-menu presentation. - Select **Typography** for typography-related settings. - Select **White-label** for white-label presentation settings. - Select **Domain** for domain-related settings. 12. Review or adjust the presentation settings using the controls available in the selected Branding area. > **Warning** > Branding areas are organized by presentation type. Open the area that corresponds to the change you need to make rather than assuming that all Branding options are available in one area. ## Examples A workspace administrator for a mid-market software organization needs to perform three Settings tasks during a weekly operational review. 1. The administrator opens **Settings** and sees an email-related item that requires another delivery attempt. 2. Because the message still needs to be delivered, the administrator selects **Resend email** rather than **Dismiss**. 3. The organization also needs to begin a connection to its source-control service. The administrator opens **Git Providers**, confirms that this is the required integration area, and selects **Connect** to begin the connection action. 4. Finally, the administrator needs to review the organization’s top navigation presentation. They select **Atloria Web**, then select **Top Menu** in Branding. 5. The administrator completes any available presentation changes within the **Top Menu** area. Each task is handled in the relevant Settings area: email delivery through **Resend email**, integration initiation through **Connect**, and presentation review through the appropriate Branding area. ## Tips > **Tip** > Use **Git Providers** and **Webhooks** as separate starting points. Choose the area that matches the external service type before selecting **Connect**. > **Note** > Use **Atloria Web** as the entry point for organization Branding. Then select a specific area, such as **Colors**, **Typography**, or **Domain**, to focus the review on the correct presentation component. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | An email-related item remains displayed and still needs delivery attention. | The item has not yet been sent again. | Select **Resend email** to initiate another delivery attempt. | | An item is displayed even though no further action is required. | The item has not been dismissed. | Select **Dismiss** to remove the currently displayed item from attention. | | You are ready to connect an integration but are unsure which action to use. | The required integration area has not been selected first. | Open **Git Providers** for a Git provider connection or **Webhooks** for a webhook connection, then select **Connect**. | | You need to change a presentation element but cannot find the appropriate controls. | The relevant Branding area has not been opened. | Select **Atloria Web**, then open the appropriate area: **Site Info**, **Media**, **Colors**, **Top Menu**, **Typography**, **White-label**, or **Domain**. | ## Related pages - [Billing](doc:billing) - [App — Overview](doc:app-overview) - [App — Learning Path](doc:workflows-app) - [Finding Your Way Around](doc:getting-started-find-your-way) - [Desk](doc:desk) - [Documents](doc:documents) - [Projects](doc:projects) - [Analytics](doc:analytics) - [Captured Flows](doc:captured-flows) - [Screenshots](doc:screenshots) - [Support Agent](doc:support-agent) - [Videos](doc:videos) - [Branding](doc:branding) - [Integrations](doc:integrations) - [Issues](doc:issues) # Support Agent _Applications › App › enterprise_ ![Support Agent](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5cc7b682a9cee9ff73e67f87e60ce511.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A58.26%2C%22y%22%3A0.0%2C%22w%22%3A5.15%2C%22h%22%3A3.01%2C%22label%22%3A%224%20%20Resend%20email%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A63.24%2C%22y%22%3A0.0%2C%22w%22%3A3.36%2C%22h%22%3A3.01%2C%22label%22%3A%224%20%20Dismiss%22%7D%5D%7D) *Support Agent* ![Resend email](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/727f779ff725c53b1999fffc9ba51450.png) ![Dismiss](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/727f779ff725c53b1999fffc9ba51450.png) ## Overview Support Agent is the workspace for handling the current email follow-up item. It is intended for customer support agents, documentation managers, and operations teams who need to decide whether an email should be sent again or whether the item can be completed without another message. Before acting, review the context available for the current item. Each item has two alternative outcomes: resend the email or dismiss the item. > **Note:** **Resend email** and **Dismiss** are alternative decisions for the same current item. Select only the action that reflects the required follow-up. ## Workflow ### Review the current follow-up item 1. Open **Support Agent** from the application navigation. ![Support Agent](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a32257e83b3424d78c1d799d289f35e0.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A62.71%2C%22y%22%3A0.0%2C%22w%22%3A3.36%2C%22h%22%3A3.01%2C%22label%22%3A%224%20%20Dismiss%22%7D%5D%7D) *Support Agent* ![Dismiss](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/414d41e722ac118867619aa3d599a737.png) 2. Review the current item context before choosing an action. Confirm whether the recipient requires another copy of the email or whether no further email is needed. 3. If you need to access the actions available on the current screen, select **Menu**. > **Tip:** Use **Menu** when you need to review the actions available for the current Support Agent screen before completing the item. ### Decision: resend the email Choose this path when the email must be sent again. 4. Select **Resend email**. ![Support Agent](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5b2b79af6f8e579cef0c7074e29daf08.png) *Support Agent* 5. The platform sends the email again. The current Support Agent item is handled through the resend decision. ### Decision: dismiss without resending Choose this path when the item does not require another email. 4. Select **Dismiss**. 5. The platform completes handling of the current item without resending the email. > **Warning:** Select **Dismiss** only after confirming that the current item does not require another email. This action completes handling without sending a follow-up message. ## Examples A customer reports that they did not receive an earlier email concerning a project update. 1. Open **Support Agent** and review the current follow-up item to confirm that the customer needs the email again. 2. Select **Resend email**. 3. The platform sends the email again, completing the handling of this item through the resend path. Alternatively, if your team confirms that the customer already received the required information through another channel, open the same current item and select **Dismiss**. The item is completed without sending another email. ## Tips > **Tip:** Review the current item context before choosing either action. The available actions represent different outcomes: send the email again or complete the item without resending it. > **Note:** Select **Menu** to open the actions available from the current Support Agent screen. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | You are unsure whether to send another email. | The current item context has not been reviewed. | Review the current item before selecting **Resend email** or **Dismiss**. | | An email should not be sent again. | The item does not require further email follow-up. | Select **Dismiss** to complete handling without resending the email. | | You need to see the actions available for the current screen. | The available actions are not yet open. | Select **Menu**. | ## Related pages - [Screenshots](doc:screenshots) - [Videos](doc:videos) - [App — Learning Path](doc:workflows-app) - [Analytics](doc:analytics) - [Captured Flows](doc:captured-flows) - [App — Overview](doc:app-overview) - [Desk](doc:desk) - [Documents](doc:documents) - [Projects](doc:projects) - [settings](doc:settings-guide) - [Billing](doc:billing) - [Branding](doc:branding) - [Integrations](doc:integrations) - [Issues](doc:issues) - [Organization](doc:organization) # Videos _Applications › App › enterprise_ ![Videos](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d928716d40d7574069bda3622b171b54.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A58.26%2C%22y%22%3A0.02%2C%22w%22%3A5.15%2C%22h%22%3A3.19%2C%22label%22%3A%223%20%20Resend%20email%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A63.24%2C%22y%22%3A0.02%2C%22w%22%3A3.36%2C%22h%22%3A3.19%2C%22label%22%3A%224%20%20Dismiss%22%7D%5D%7D) *Videos* ![Resend email](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9c3fd3717bc0f7e46317fcf373803325.png) ![Dismiss](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/dbe4c30ca90af5c3d96691168df452f5.png) ## Overview Videos is the workspace screen for video-related activity in the Enterprise application. Use it when you need to review the currently displayed video-related item and respond to the available email prompt or screen actions. Documentation managers, technical writers, support agents, and operations managers can use this screen when working in the active Organization workspace. > **Note:** The available screen controls are limited to email resend, dismissal, and the menu. No video creation, editing, publishing, or deletion controls are available on the captured screen. ## Workflow 1. Open the Videos screen in the active Enterprise workspace. ![Videos](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/209f46d72992b8bb1e1eaa95f1abf461.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A63.23%2C%22y%22%3A0.02%2C%22w%22%3A3.36%2C%22h%22%3A3.19%2C%22label%22%3A%224%20%20Dismiss%22%7D%5D%7D) *Videos* ![Dismiss](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/c2da0be002defeb5ede38d44a2b241c7.png) Confirm that you are working in the intended workspace. The workspace selector shows the active workspace, such as **v1 — atlorix-external**. 2. Decide whether the displayed email must be sent again. - To send the email again, select **Resend email**. - Use this option only when a new copy of the displayed email is required. > **Tip:** Select **Resend email** only after confirming that another email is necessary. The screen does not provide a separate email preview or recipient field. 3. Decide whether to keep or remove the current prompt from view. - If you have completed the required action or do not need to keep the prompt visible, select **Dismiss**. - If you still need to act on the prompt, leave it visible and do not dismiss it. 4. Review additional available actions when necessary. - Select **Menu** to open the actions available for the current screen. - Choose only an action that is displayed in the opened menu. The captured screen does not identify the menu options. > **Warning:** Do not assume that the Menu contains video-management actions. Its available options depend on what is currently shown on the Videos screen. ## Examples A customer support agent is reviewing the Videos screen in the **v1 — atlorix-external** workspace. 1. The agent opens the Videos screen and identifies that an email-related prompt is displayed. ![Videos](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e843b9d034235fffb89b60e28e232704.png) *Videos* 2. The agent determines that the recipient needs another copy of the email. 3. The agent selects **Resend email** to send the email again. 4. After completing the resend action, the agent selects **Dismiss** to remove the completed prompt from the screen. 5. If the agent needs further actions for the current item, the agent selects **Menu** and reviews only the options displayed there. ## Tips > **Tip:** Verify the active workspace before taking action. The workspace selector identifies the current Enterprise workspace. > **Note:** Use **Dismiss** after completing the relevant action so that completed prompts do not remain on screen unnecessarily. > **Warning:** The Videos screen capture does not show fields for entering email recipients, video details, or other video metadata. Do not expect those controls on this screen. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | An email needs to be sent again. | The existing email must be resent. | Select **Resend email**. | | A completed or unnecessary prompt remains visible. | The prompt has not been removed from the current screen. | Select **Dismiss**. | | You need an action that is not visible on the main screen. | The action may be available in the screen menu. | Select **Menu** and review the options displayed. | | You are working in the wrong workspace. | A different workspace is active. | Check the active workspace selector before continuing. | ## Related pages - [Support Agent](doc:support-agent) - [App — Overview](doc:app-overview) - [App — Learning Path](doc:workflows-app) - [Analytics](doc:analytics) - [Captured Flows](doc:captured-flows) - [Screenshots](doc:screenshots) - [Desk](doc:desk) - [Documents](doc:documents) - [Projects](doc:projects) - [settings](doc:settings-guide) - [Billing](doc:billing) - [Branding](doc:branding) - [Integrations](doc:integrations) - [Issues](doc:issues) - [Organization](doc:organization) # Your First Day with Atloria Web _Getting Started_ ![Your First Day with Atloria Web](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7b500b3f2358fd5d9b3eb04954f14c9a.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A91.75%2C%22y%22%3A18.84%2C%22w%22%3A6.98%2C%22h%22%3A4.58%2C%22label%22%3A%224%20%20New%20Project%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A95.24%2C%22y%22%3A21.13%7D%5D%7D) *Projects* ![New Project](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fe2afefd3489249d01189e47fdcc459f.png) Atloria Web helps teams organize Projects, create Documents, and manage workflow-related activity in Operations. Use this guide to become familiar with the App and identify where to continue your work. ## Before You Begin Open Atloria Web at: `https://atloria.sherkety.cloud` Complete your Organization’s standard sign-in process. The available screens do not show the sign-in fields or buttons, so this guide begins after you have access to the App. ## What You Can Do from the App The controls shown in the available screens support the following actions: - Select **New Project** to create a Project for related documentation and assets. - Select **Menu** to open the available menu options. - Select **Home** to return to the App’s home view. - Select **Open command palette** to open the command palette. - Select **Notifications** to review platform notifications. - Select **Switch to dark mode** to change the App’s color theme. - Select **Sign out** to end your current session. - Select **Resend email** to send the email again when prompted. - Select **Dismiss** to close the current message or prompt. - Select **Delete** to remove the current item when this action is available. ## First Session Walkthrough 1. Open `https://atloria.sherkety.cloud` and complete the standard sign-in process for your Organization. 2. After you enter the App, locate the main navigation controls, including **Home**, **Menu**, **Notifications**, and **Open command palette**. 3. Go to Projects, the primary area for organizing related work. ![Projects](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/6857d6fa2a5d01c2a32bfde0267ea251.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A91.75%2C%22y%22%3A18.84%2C%22w%22%3A6.98%2C%22h%22%3A4.58%2C%22label%22%3A%224%20%20New%20Project%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A95.24%2C%22y%22%3A21.13%7D%5D%7D) *Projects* ![New Project](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fe2afefd3489249d01189e47fdcc459f.png) 4. Review the existing Projects available to you. To begin organizing new work, select **New Project**. 5. Open a Project when one is available to you. The provided screens show the Projects list but do not show an individual Project record, so the record detail view cannot be documented here. 6. Continue to Documents to work with written guides and platform documentation. ![Documents](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/75298bccdcdf1bd2cbdb13a780e4b53e.png) *Documents* 7. Go to Operations when you need to manage operational activity or workflow-related work. ## Where to Go Next | If you need to… | Go to… | |---|---| | Organize related documentation and assets | Projects | | Create or maintain written guidance | Documents | | Manage workflow-related activity | Operations | | Review alerts from the platform | **Notifications** | | Find an action quickly | **Open command palette** | | Change the interface appearance | **Switch to dark mode** | | End your session | **Sign out** | ## App Controls Reference | Control | Description | |---|---| | **New Project** | Creates a new Project. | | **Menu** | Opens the App menu. | | **Home** | Returns to the home view. | | **Atloria Web** | Opens the Atloria Web entry point shown in the App. | | **v1 — atlorix-external (active)** | Indicates the currently active item shown in the App. | | **Open command palette** | Opens the command palette. | | **Notifications** | Opens platform notifications. | | **Switch to dark mode** | Changes the App to a dark color theme. | | **Sign out** | Ends the current session. | | **Resend email** | Sends the email again when this option is displayed. | | **Dismiss** | Closes the current prompt or message. | | **Delete** | Removes the current item when the action is available. | ## Related pages - [Finding Your Way Around](doc:getting-started-find-your-way) - [Getting Started — Learning Path](doc:workflows-getting-started)