Find your way around
What is behind each top-nav item, and who sees it?
Elly has just signed in to Westlands Trading for the first time. Everything she needs is in the bar across the top of the page.
The bar, left to right
The button next to the logo is the project switcher. It shows the project you are working in, here Westlands Trading Project; choose another project from its list to switch. Dashboards, SQL Editor and Catalog all work on the project shown there.
| Item | What it is for | Who sees it |
|---|---|---|
| Dashboards | Every dashboard in the current project you can open; star the ones you want first and turn on Favorites only | Everyone |
| Projects | Your projects, their dashboards and, for project admins, each project's settings | Everyone |
| SQL Editor | Read-only SQL over the project's tables, and saved queries | Everyone, on the Growth plan and above |
| Data | Data sources: file uploads, database syncs, existing tables and modeled datasets, and each dataset's metrics | Everyone |
| Catalog | Templates and content packs to install into the current project | Workspace owners and admins, and editors and admins of the current project |
| Import | Check and import a template's JSON files | Same as Catalog |
On the right, Ask Vantage (or Ctrl K, ⌘K on a Mac) opens the AI question box once AI is on for the workspace. The circle with your initials opens your account menu: Theme sets the colour and Light, Dark or System mode, and Logout signs you out.
More
Less used pages sit under More.
| Item | What it is for | Who sees it |
|---|---|---|
| Users | Everyone in the workspace and the projects they can open | Everyone; only owners and admins see Manage access |
| Integrations | Your own n8n, Airbyte or OpenFN, a dbt project, and MCP tokens for your AI tools | Everyone |
| AI | What AI does, what it sends, and the switches that turn it on | Owners and admins when AI is set up on the server; others once AI is on |
| Health | Whether the services behind Vantage are reachable, refreshed every 15 seconds | Owners and admins |
| Billing | Plan, usage and payment | Everyone in the Vantage edition; not shown in Norims Vantage |
AI is missing from Elly's menu above because AI is not set up on the server this capture used.
On a small screen
On a window narrower than a laptop screen, the items move into the menu button at the far left of the bar, with the same rules for who sees what. On a phone, the dashboard builder, SQL Editor and metrics pages open with "Best on a larger screen": you can review there, but editing is easier on a tablet or computer.
Next
- Projects to create and switch projects
- Upload a file to bring your first data in
- Roles for what owner, admin, editor and viewer can each do