Welcome to Insights! To help you make the most of your experience, this guide will walk you through Insights' side navigation. Whether you're looking for your personal dashboards, favorite documents, or shared resources, understanding the navigation structure will enhance your productivity and ease of access.
Personal 🗂️
Location: Side Navigation > Personal
Description:
The Personal section serves as your central hub for managing your individual content. It encompasses your favorite documents and personal files, ensuring you have quick and organized access to your most important work.
Favorites ⭐
Location: Personal > Favorites
Description:
Favorites is your curated list of all the dashboards and workbooks you've marked as favorites. This section allows you to quickly access your most frequently used or important documents without searching through multiple folders.
How to Add Favorites:
From Content Pages: Click the ⭐ icon next to any dashboard or workbook.
From Lists: Whether you're viewing My Documents, Hub, or Shared with Me, simply favorite items directly from these lists.
Benefits:
Streamlined access to essential documents.
Personalized workspace tailored to your needs.
My Documents 📁
Location: Personal > My Documents
Description:
In My Documents, you'll find a comprehensive list of your personal documents and folders. This area serves as your primary workspace for managing all your individual content.
Features:
Organize documents into folders for better management.
Access all your personal dashboards and workbooks in one place.
Need Help with Sharing Your Documents?
Learn more about content sharing to collaborate effectively with your team.
Shared 🤝
Location: Side Navigation > Shared
Description:
The Shared section is designed for collaboration, containing all folders and documents that your organization and FLYR Hospitality have shared with you. It includes both organization-wide resources and content shared directly with you, facilitating seamless teamwork and information sharing.
Hub 🌐
Location: Shared > Hub
Description:
Hub is the central repository for all content shared across your entire organization. This includes:
FLYR Templates: Pre-designed templates created and managed by FLYR Hospitality.
Hotel Group Folder: Managed by your organization's administrators, this folder includes all dashboards made available for access by everyone within your organization.
Benefits:
Access organization-wide resources and templates.
Discover new tools and documents to enhance your work.
Shared with Me 📤
Location: Shared > Shared with Me
Description:
The Shared with Me section displays all folders and dashboards that have been directly shared with you. This personalized area ensures you can quickly find and access content collaborators have provided specifically for your use.
Features:
View content shared by individual team members.
Access shared dashboards and workbooks without navigating through the entire Shared section.
Need Assistance with Content Sharing?
Learn more about content sharing to better understand how to collaborate and share resources effectively.
All 🗃️
Location: Side Navigation > All
Description:
All consolidates every piece of content you have permission to access into a single view. This includes personal, shared, and hub content, offering multiple ways to sort and filter for efficient navigation.
Sorting Options:
Alphabetically
By Time Created or Modified
Number of Views
Number of Favorites
Filtering Options:
Filter content by the Creator for easier discovery.
Use Cases:
Quickly find any document across different sections.
Analyze content popularity based on views or favorites.
My Activity 📈
Location: Side Navigation > My Activity
Description:
My Activity provides a detailed log of your interactions within the Insights product. This includes:
Documents you've created or modified.
Dashboards you've viewed or updated.
Workbooks you've interacted with.
Benefits:
Track your progress and contributions.
Easily revisit recent activities and updates.
Trash 🗑️
Location: Side Navigation > Trash
Description:
The Trash section lists all content that has been discarded from the Insights product. You can choose to view:
Your Discarded Content: Items you've personally deleted.
All Users' Discarded Content: Depending on your permissions, you might see content deleted by other users.
Managing Trash:
Restore Items: Recover accidentally deleted documents.
Tips:
Regularly check the Trash to ensure important documents aren't accidentally deleted.
Need More Help? 🤔
If you have any questions or need further assistance navigating Insights, our Advisory team is here to help. Simply use the chat feature within the product to reach out to us directly. We're here to support you every step of the way!
By familiarizing yourself with Insights' navigation, you can enhance your productivity, collaborate more effectively, and make the most of the powerful tools at your disposal. Happy exploring! 🎉