Getting Started
Access the Gradial platform at app.gradial.com. Upon logging in, you’ll be greeted with a personalized welcome screen showing your recently visited workspaces and a search bar to quickly find what you need.Main Navigation
The left sidebar is your primary navigation hub, organized into these key sections:Top-Level Navigation
- Home — Your dashboard with recently visited workspaces and quick access features
- Workspaces — View and manage all available project workspaces
- Design Systems — Access design-related projects, reusable UI patterns, and component libraries
- Rules — Manage and review rule configurations for Authoring and QA agents
Workspaces Panel
Below the main navigation, you’ll find your workspaces organized by:- Pinned — Quick access to your frequently used workspaces
- Private — Workspaces with restricted access (only you and invited members)
- Public — Workspaces accessible to all organization members
Working with Workspaces
Viewing Workspaces
Click Workspaces in the navigation to see all available project workspaces displayed as cards. Each card shows:- Workspace name and icon
- Privacy status (Public/Private badge)
- Creation date
- Team member avatars
Pinning Workspaces
Pin your most-used workspaces for quick access:- Hover over a workspace in the sidebar or workspaces view
- Click the three-dot menu (⋯)
- Select Pin Workspace
Filtering Workspaces
Use the sidebar filters to view workspaces by access type:- Click Private to see only restricted workspaces
- Click Public to see organization-wide workspaces
- Click Pinned to see your bookmarked workspaces
Inside a Workspace
When you enter a workspace, you’ll see a task management view with:| Column | Description |
|---|---|
| Title | Task name and type indicator |
| Status | Current state (Planned, Ready for Review, Needs Attention) |
| Priority | Task importance level (None, Medium, High) |
| Assignee | Team member responsible |
| Approver | Person who will review the work |
| Artifacts | Associated files and outputs |
| Date Created | When the task was added |
Workspace Actions
From the top-right of any workspace, you can:- Access Settings (gear icon)
- Create new tasks or content
- View workspace members
Design Systems
The Design Systems section lets you organize reusable UI patterns from your CMS as building blocks for creating new pages.Accessing Design Systems
- Click Design Systems in the main navigation
- Browse or search existing design systems
- Click on a design system (e.g., “Pano Designs”) to view its patterns
Working with Patterns
Each design system contains pattern cards showing:- Pattern preview thumbnail
- Pattern name and type (e.g., “Case Study Spotlight - SECTION”)
- Description of the pattern’s purpose
- Tags and metadata
- Last updated information
Platform Settings
Access settings by clicking Settings at the bottom of the left sidebar.User Settings
User Profile
Manage your personal account:- Avatar — Upload or change your profile picture
- Display Name — How your name appears across the platform
- Email — Your account email (read-only)
Appearance
Customize your visual experience with theme options:- Light — Bright interface for well-lit environments
- Dark — Reduced eye strain for low-light conditions
- System — Automatically matches your device settings
Organization Settings
Organization
Configure company-wide settings:- Organization Name
- Organization Key (unique identifier)
- Logo upload
People
Manage team members:- View all users with their email, role, and status
- Search by name or email
- Invite new members
- Adjust roles (Owner, Admin, Member)
- Monitor status (Active, Pending)
Integrations
Connect external tools and services:- CMS Platforms: AEM, Sitecore, Sitecore Content Hub
- Project Management: Jira, Workfront, Wrike, Asana
- Marketing: Marketo, SFMC
- Design: Figma
- Custom: MCP Agent for compatible systems
Environments
Configure deployment environments:- Prod — Production environment for live content
- Testing — Staging environments for QA (e.g., SFMC Testing)
Workspace-Specific Settings
Each workspace has its own settings accessible via the Settings button in the workspace header.General Settings
- Workspace Icon — Visual identifier for the workspace
- Workspace Title — Name displayed across the platform
- Description — Optional details about the workspace purpose
Access Control
Configure who can view and contribute: Public Workspace Toggle- ON — All organization members can access
- OFF — Only invited members can access
- Organization admins and owners automatically have access
- Add specific members with the Add Members button
- Assign roles: Owner, Admin, or Member
- View all current members in a searchable table
Environments
Configure which environments are available for this workspace:- Select from organization-defined environments (e.g., SFMC Testing, Prod)
- Set the Default Environment for new tasks
- Save changes to apply environment configuration
Quick Tips
Keyboard Navigation- Use the search bar (“Ask Gradial…”) to quickly find workspaces, tasks, or settings
- Pin your daily workspaces for one-click access
- Use Private workspaces for sensitive projects
- Use Public workspaces for cross-team collaboration
- Try “System” appearance to automatically switch between light and dark modes based on your device settings
Need Help?
- Use the Ask Gradial search bar for quick answers
- Contact your organization admin for access issues
- Check the integrations panel to ensure your tools are properly connected