Getting Started

Navigation

How the sidebar, product switcher, and routes fit together, so you stop guessing where Carlos put that domain list.

Real-world scenario

Maya Chen · IT Manager

Sophie Slacked "where do I request a monitor?" Maya needs to know: employee portal for requests, ITSM admin for the catalog, ITAM for asset records, this page maps all three.

Sidebar structure

The left sidebar changes when you switch products (ITAM / ITSM / DEX). These sections stay familiar:

  • Product area. Dashboard + features for the active product
  • My Organization. People, reports, automations, config (all products)
  • WorkVie AI. Docked chat + full agent workspace
  • Support. Platform help tickets

For example

Maya switches from ITAM to ITSM to approve Sophie's monitor request, same org menu, different product tree.

ITAM

Asset management: digital (domains, SSL, servers) and physical (devices, inventory).

  • Dashboard. CMDB health, pathfinder
  • Digital Assets. Domains, SSL, Servers
  • Physical Assets. Devices, Inventory, Asset Groups
  • Vendors, Asset Tickets, CMDB graph

ITAM docs →

ITSM

Service desk: catalog, tickets, team queues, deployments.

  • Services. What employees can request
  • Service Tickets / Team Requests. Fulfillment queues
  • Deployments. Push services to groups on a schedule

ITSM docs →

DEX

Surveys, deployments, onboarding/offboarding, analysis.

  • Surveys & Deployments. Design and send
  • Folders. Who receives surveys
  • Analysis. Sentiment and wordcloud

DEX docs →

My Organization

Shared admin: employees, workplaces, org chart, branding, MFA, API keys, automation workflows.

Organization docs →

Employee Portal

Staff-facing: dashboard, devices, services, leave, calendar. Managers get a team tab.

Two experiences

Admins live in the main app; employees use /emp/* routes with simpler navigation.

Employee Portal docs →

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