Getting Started

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The Platform presents hierarchical areas in which you can create, configure, and work with all of the elements of your Authorization Policies. As you begin to work with the Platform, you will quickly notice the main Environments and Workspaces in which you can manage your Identities, Policies, Assets, Applications, and more.

About the Main Display

The Platform's Navigation Bar contains:

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  • Home button (PlainID logo)
  • Manage, which leads to the relevant Environment Dashboard.
  • Settings icon, which opens the Tenant Settings screen

In addition to:
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  • Tenant name. When clicked, users have the option to log out.
  • Product Updates icon to view recent notifications including release notes and feature focus posts.

Tenant Level

Environment Level

Within the Tenant are the Environments created and customized by the Organization.

Pages you can access on the Environment level:

For more information, see About Environments.

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Workspace Level

Environments contain Workspaces where you create and manage Identities, Policies, and more.

Note: Viewing Environments and Workspaces is subject to Permissions configured by the System Administrator. For more information, see: Configuring Settings and Permissions.

The following Workspace types exist in the Platform, including:

Workspace Icons

Workspace icons include:

Icon Details
image.png Opens a Search input
image.png Adds a Workspace
settings.png Opens the Settings screen for the Workspace.