Where: web portal.
When you finish: you know what each item in the left menu is for, where your jobs and data live, and which pages only an admin sees.
The left menu
The Dashboard, with the Overview card: Jobs, Analytics, Configurations, Exports and Historical.
Menu item | What it is | Who sees it |
Dashboard | Where you land after signing in. Your jobs list, plus Analytics, Configurations, Exports and Historical in the Overview card | Everyone |
Data, then Objects | Every pole, span and other object your crews captured | Org Admins, Analysts |
Data, then Files | Photos and documents attached to the work | Org Admins, Analysts |
Data, then Utility Map | Your whole organization's data on one map, and where crews are if location sharing is on. Different from the map inside a job | Org Admins, Analysts, Workforce Managers |
Settings (from your profile menu) | Profile, Organization, Analytics, Configurations, Secrets Vault, and AI agents when your organization has it | Items vary by role |
Configurations and Historical only appear for Org Admins. Configurations shows in both Settings and the Dashboard and is the same screen either way. If a teammate cannot see one of these, that is expected and not something they can switch on for themselves.
Settings: Profile, Organization, Analytics, Configurations and Secrets vault.
Where things live
You want | Go to |
Your jobs | Dashboard, Jobs view |
A captured pole or span | Data, then Objects |
A photo or document | Data, then Files |
The whole organization on a map, and your crews | Data, then Utility Map |
Your people, roles and teams | Settings, then Organization |
Your configuration | Settings, then Configurations |
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