Use Cartograph’s main navigation to move between daily work, operational records, analysis and configuration. The same task can link back to the records and conversations that explain it.
Before you start
You must be signed in to a workspace. Navigation and settings depend on your role, device and available features.
Use the product navigation to move between daily work, data and configuration.
Choose the right area
Open Home for Scout Agent chat, suggested next steps and Pulse.
Open Inbox for email, tasks, approvals and handoffs. Choose a view for the work you need to handle.
Open Records to browse the object types your workspace tracks and follow relationships between them.
Open Terrain, where available, for Signals, Explorer, Line of balance and dashboards.
Open Scout for Train, Test, Deploy and Analyze.
Use Search to find work across the sources you can access. Use New to begin a task, email or call.
Check the result
You can reach the work from its product area or find it in search. Opening an item shows its context rather than requiring a separate copy for each view.
Personal and workspace settings
Open Settings for your profile, email accounts, connected tools and notifications. Administrators also see shared configuration such as members, integrations, task settings and billing.
A missing administration control can be an access difference. Ask your administrator to check your role before assuming the feature is broken.
Lists and detail views
Inbox and Records provide search and filters within their own context. Saved views help you return to the same selection. A filtered list can be empty even when records or tasks exist elsewhere in the workspace.
If something does not look right
What you see | What to check |
You cannot find an item | Clear filters and confirm the workspace. Search only returns content your account can access. |
A product area is missing | Check role, feature availability and device support with your administrator. |
Does every member see the same navigation?
Does every member see the same navigation?
Shared product areas may be available to the team, while administrative controls and specific records depend on access. Device layouts can also differ.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.