Reference · 7 articles

Platform basics

Orient yourself with Navigator — what it is, how roles work, navigating the interface, global search, system tags, and the default tag library.

Jump in

Get started quickly

The most common starting points for this area.
Start here

What is Navigator?

The big picture — what your team does in Navigator and the core concepts.

Get oriented
Access

Roles & permissions

How roles work and what permission each action requires.

Understand access
Day one

Navigate the interface

Sidebar, URLs, list views, detail views, and tips for getting around.

Tour the UI

Browse by topic

All articles

Organised the way your team thinks about this work.
Orientation
3 articles
Access & permissions
1 article
Finding things
1 article
Tag reference
2 articles

In a hurry?

Common questions

All permission categories Default tag library Supplier bank change workflow FAQs