Dashboard
See our quick Dashboard walktrough
Last updated
See our quick Dashboard walktrough
Last updated
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!
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.
Below the Organization section, you will find a Navigation bar. Let's work it out.
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.
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.
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 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.
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.
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).
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:
Go to Queue
Rename process
Go to Configuration
Delete process
Congrats!
You have already mastered the Dashboard. Next up - Queue.
