Navigation within MODLR

The MODLR Gateway is the primary web portal for model design, administration and deployment, accessible at https://go.modlr.co. It replaces what other platforms often split across several separate tools - a development client, an administration console, a scheduling interface, a data integration tool, a security manager - with a single web application and consistent navigation throughout.

A primary menu is available on most pages of the Gateway, opened by clicking the three-lined icon.

Which parts of the Gateway a given user can reach depends on their role - Modellers have full access, Analysts see a reduced set focused on Variables, Cards, Workviews, Dashboards and running Processes, and Collaborators don't use the Gateway at all, working instead through an Application, the Excel Add-in, or the PowerPoint Add-in.

How the Gateway is organised

The Gateway is organised around six areas, each addressing a different aspect of working with MODLR:

• Models - the Model Workspace is where Dimensions, Cubes, Workviews, Cards, Processes, Schedules, Tables and Mappings are built and maintained. Most day-to-day modelling work happens here.
• Applications - the Application View is where an Application is configured: who can access it, what they see, and what permissions they have. This is how end users (contributors) interact with a Model without ever seeing the Gateway.
• Integrations and data - the Integrations, Datasource, Datastore and File Manager areas handle everything to do with getting data in and out of the platform.
• Operations - Logs provides visibility into running Processes, finished tasks, server metrics and FTP status; Sandbox provides direct API access for advanced administration; Server Settings holds instance-wide configuration.
• Account management - Account Overview and Client Home handle user administration, instance provisioning, and account-level security.
• Authentication - the Sign In, Invitation and Sign Out flows.

Complete navigation map

Area	Sub-area	Page
Home		Main landing page and entry point into the platform
Create Model		Start the model creation workflow
Create Application		Start the application creation flow
Model Workspace	Create & Manage Shortcuts	Create, edit and remove shortcuts (links)
Model Workspace	Create & Manage Dimension	Create, edit, audit and remove Dimensions
Model Workspace	Dimension Hierarchy Editor	Create, edit, preview and remove Hierarchies
Model Workspace	Dimension Alias Editor	Create, edit, preview and remove Aliases
Model Workspace	Create & Manage Cube	Create, re-order Dimensions on, and remove Cubes
Model Workspace	Create & Manage Variables	Create, edit and remove Variables
Model Workspace	Create & Manage Workviews	Create, edit and configure Workviews
Model Workspace	Workview Interface	Manipulate and execute Workviews
Model Workspace	Cube Formula Editor	Create and edit formulas on the underlying Cube
Model Workspace	Validation Editor	Create and edit validations on measures of the underlying Cube
Model Workspace	Cube Formula Documentation	Generate a printable document of every Cube formula
Model Workspace	Create & Manage Cards	Create, edit and configure Cards
Model Workspace	Card Interface	Manipulate and execute Cards
Model Workspace	Create & Manage Mapping	Create, edit and configure Mappings
Model Workspace	Mapping Interface	Populate Mappings
Model Workspace	Manage Model	Configure and administer Model metadata/settings
Model Workspace	New Scripted or Visual Process	Create a new Process inside a Model
Model Workspace	Scripted Process Interface	Edit and execute Scripted Processes
Model Workspace	Visual Process Interface	Edit and execute Visual Processes
Model Workspace	Create & Manage Schedule	Set and update a Schedule (a Process run at a given interval)
Model Workspace	Create & Manage Tables	Create, edit and configure model Tables
Model Workspace	Table Interface	Add and edit fields of a Table
Model Workspace	Export Package	Export Model contents as a deployable/shareable package
Model Workspace	Import Package	Import a package into a Model
Integrations	Integration Details	Browse, add and manage connected external services
Integrations	Integration Authorization	Authorize a specific connector for an integration
Integrations	Renew Integration	Re-authorize or refresh an expired connector connection
Logs	Task Manager	Choose a server and inspect runtime/server health
Logs	Metrics	View and manage background tasks/jobs, including Visual and Scripted Processes
Logs	Logs	View the service log
Logs	FTP	Configure SFTP and FTPS services
File Manager		Browse and manage server files
Server Settings	Server Access Settings	Manage server-level access permissions
Server Settings	Server Schedule Settings	Manage server scheduling and timing configuration
Server Settings	Server Group Settings	Configure server group assignments and access groups
Sandbox		Run API calls directly against the instance
Datastore	Manage Datastore	Work with datastore records and structures
Datasource	Manage Datasources	Manage configured datasource connections
Datasource	Datasource Drivers	Add and manage JDBC drivers
Datasource	Manage Datasource Accounts	Manage Internal Datastore account credentials/access
Account Overview	Account Profile	View and edit personal profile details
Account Overview	Account Users	Manage users associated with the account
Account Overview	Account Instances	View and manage provisioned instances
Account Overview	Activate Instance	Activate a specific server instance
Account Overview	Provision Server	Provision new infrastructure/resources
Account Overview	Account Security	Manage account security settings (2FA, password, etc.)
Account Overview	Account Notifications	Manage account notification preferences
Client Home	Client Users	Manage users within a client account
Client Home	Client Security	Manage client-specific security policies
Application View	Manage Contributors	Configure users who can access the Application and their tags
Application View	Manage Access Tags	Configure tags and their access controls
Application View	Manage Screens	Link screens in the Application to Model content (Dashboards, Cards, Workviews or Custom Pages)
Application View	Manage Menus	Configure navigation within the Application
Application View	Custom Page Editor	Build and edit custom Application pages
Application View	Dashboard Editor	Build and edit app Dashboards
Application View	Menu Editor	Build and edit Application navigation menus
Application View	Embed Token Management	Create/manage embed tokens and embed access
Sign In		Authenticate a user into the platform
Invitation		Accept an invitation and begin account onboarding
Sign Out		End the current user session securely

A visual tour

Home

Every Gateway session begins here - open an existing Model or Application, or start creating a new one.

Model Workspace

The Model Workspace is where the majority of model development happens - Dimensions, Cubes, Workviews, Cards, Processes, Schedules, Tables, Mappings and packaging all live under its side navigation.

Logs and Operations

The Task Manager shows both running and recently completed tasks, and is the first place to check when troubleshooting a failed Process or a slow instance.

Datasource

The Datasource area manages every connection to an external system, whether the built-in Internal Datastore or an external database reached via JDBC.

Account Overview

Personal and account-level settings - profile, security, notifications, and instance provisioning - are managed here.

Application View

Applications are configured and maintained here - which contributors can access an Application, what screens they see, what Access Tags govern their permissions, and how they navigate between screens.