Introduction

In order to use the product effectively, users should be familiar with basic concepts and the basic structure and purposes of the product.

Walkthrough of the key areas of the product in an environment that is configured. For the purposes of this walkthrough, the focus and instructions are based on the demo tenant in the the dev environment.

High Level Functional Overview

First-time Login

A user will have received an email invite and will be expected to update their password on first-time login. The email invite is only valid for 48 hours and another invite will need to be issued if this period has lapsed.

To Start

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Select the correct account tenancy here.

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In Settings, which is accessible under your user name, you are able to make personal preference changes to Dark or Light mode and change the Colour Palette that you prefer.

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At a Glance

The console will open in At A Glance to give a high level summary of the available data. Click on the toggle to select Monthly or Annual data range.

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Click on the toggle to select Monthly or Annual data range.

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Explore

The Explore page will show a more in depth view of your data.

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Select the drop down box to be able to edit your data ranges.

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In the Activity Breakdown section of the page you can select the dropdown next to ‘Bubble’ to show bespoke visualisations.

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Compare