Getting Started
Understanding The Workspace
How the dashboard, customers, reviews, and settings fit together in day-to-day use.
What this page is for
This page explains the job of each main area in the app so you know where to go depending on what you are trying to do.
When to use it
Read this when:
- the navigation feels disjointed
- you are not sure whether something belongs under a customer, a review, or settings
- you want a quick map of the product before working in it daily
How the workspace is organised
Dashboard
Use the dashboard to orient yourself:
- recent review activity
- top-level progress
- quick links into new reviews or the latest results
Customers
Use customers when the work is tied to one customer or estate:
- reusable Azure connections
- review history for that customer
- report history for that customer
Reviews
Use reviews when the work is about execution or output:
- queueing reviews
- checking status
- inspecting completed results
- downloading reports
Settings
Use settings for workspace-wide or user-specific configuration:
- organization name
- users and invitations
- API keys
- notification preferences
What to expect
The product is intentionally structured around workflow, not around a flat feature list. If you are doing setup for a specific environment, you will usually spend time on the customer page. If you are checking results, you will usually spend time on review pages.
Common mistakes
- treating the dashboard as the place where all detailed work should happen
- expecting settings to explain the operating flow
- trying to manage customer-specific access from the reviews list