> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gradial.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigating the Gradial Platform

> Navigate Gradial's AI agent platform for content operations — workspaces, settings, and environment configuration.

***

## Getting Started

Access the Gradial platform at [**app.gradial.com**](http://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 & Skills** — Manage rules and skills 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

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## 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:

1. Hover over a workspace in the sidebar or workspaces view
2. Click the **three-dot menu** (⋯)
3. Select **Pin Workspace**

Pinned workspaces appear at the top of your sidebar under the "Pinned" section.

To unpin, follow the same steps and select **Unpin 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

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## 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

1. Click **Design Systems** in the main navigation
2. Browse or search existing design systems
3. 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

Click any pattern to view its full details, including implementations and connected components.

***

## 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

Existing integrations are displayed with their connection status and can be managed from this panel.

#### 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

**Workspace Members**

* 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

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## Quick Tips

**Keyboard Navigation**

* Use the search bar ("Ask Gradial...") to quickly find workspaces, tasks, or settings

**Workspace Organization**

* Pin your daily workspaces for one-click access
* Use Private workspaces for sensitive projects
* Use Public workspaces for cross-team collaboration

**Theme Recommendation**

* 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

***
