Dashboard

See our quick Dashboard walktrough

Welcome to the Dashboard - this is where your document processing journey begins.

On this page, you will learn more about the navigation bar as well as necessary Dashboard functions you will find useful along the way.

Let's dive in!

Organization

Let's start from the top left of this page. Here, you can see the organization to which you are currently logged in as well as your current role on the platform - either Admin or User.

Navigation

Below the Organization section, you will find a Navigation bar. Let's work it out.

User Management (Admin in multi-user organization only)

Go to the User Management tab whenever you want to:

  • See the list of users within your organization

  • Edit the user (e.g. assign a role on the platform, assign a user to the process)

  • Disable user

  • Invite users to the platform

Note:

Go to the User Management guide to go through the most common use cases.

Subscription

Go to the Subscription tab whenever you want to check our pricing plans. Depending on your needs, you can choose from the following options: Pay-as-you-go, Starter, Standard, and Professional.

Settings

In the Your profile tab you'll find personal and language settings. Here, you can also view your organization's API keys as well as create new ones.

Log out

Log out of your current session. You will have to log in to Alphamoon the next time you visit our platform.

Success!

Now you know all the Navigation tabs, let's take a look at the Top navigation bar.

Top navigation bar

Access the Documentation and FAQ page by clicking the question mark icon. If you have any questions, feel free to reach out to us via the chat box.

If you click the arrow next to your profile picture, you can access the same tabs as the left-hand navigation.

Dashboard

Here are all your processes.

Use the search bar to browse your processes by name. You can also filter which processes are visible in the table on the Dashboard by their Type (e.g. Invoices, Receipts), or Status (Running, Ready, Stopped, or Not Configured).

My processes

The table displays basic information regarding your processes, e.g.:

  • Usage

  • Process type

  • Process name

  • Current status

  • Dates: of creation, or the last modification

  • Number of users assigned to the given process

Hint:

You can also sort your processes by Type, Name (alphabetically), Status, as well as Date of creation, or last modification.

Each item in the table has three dots on the right-hand side. By clicking on them you can do the following:

Congrats!

You have already mastered the Dashboard. Next up - Queue.

See next:

PreviousSupported Document TypesNextQueue

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