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Your workspace

After you sign in, the sidebar is your main map of the platform. Exact paths depend on your role (/user/..., /account/..., or /admin/...), but the pages share the same names.

Main pages​

PagePurpose
DashboardSite overview and agent monitor summary
AssistantText chat for questions and guided actions
AgentsEnergy, comfort, and maintenance monitors and settings
SitesPortfolio sites, users, and site-level integrations
BuildingsLogical groups of controllers for roll-up and intelligence
ControllersInventory, provision install, licenses, remote access
FacilitySynced view of a controller’s floors, zones, groups, and devices
IntegrationsCatalog of available site integrations
SettingsProfile and account preferences

Site selector​

Many pages ask you to pick a site first. Buildings, controllers, Facility, Agents, and Assistant all operate in that context.

Roles (brief)​

WhoTypical capabilities
Site user / manager / admin / ownerWork within assigned sites; managers and above can refresh facility and provision installs where allowed
Account manager / sales managerCreate sites, assign controllers, apply and renew licenses
Platform adminFull portfolio and system administration

Live control and commissioning stay on the controller. Use Remote from a controller card when you need the on-box UI through the platform tunnel.

Next steps​