Getting Started

Navigating the App

An overview of the Envision Portal interface and how to find key features.

After logging in you are taken to your dashboard at /app/dashboard. This is your starting point for all activity on the platform.

Dashboard

The dashboard gives you a quick overview of your recent activity, datasets you have access to, and pending notifications.

The sidebar is present on all authenticated pages and provides access to the main sections of the app:

SectionPathDescription
Dashboard/app/dashboardOverview and recent activity
Datasets/app/datasetsAll datasets you are a member of
Requests/app/requestsAccess requests you have submitted
Inbox/app/inboxNotifications and alerts
Profile/app/profileYour account details

Dataset Pages

When you open a dataset at /app/datasets/[datasetId], the dataset sidebar gives access to all sections of that dataset:

  • Overview - Summary of the dataset and its publishing status
  • Metadata - General information, identifiers, access rights, contributors, and more
  • Study Metadata - Clinical trial information (if applicable)
  • Healthsheet - Data quality documentation
  • Files - Upload and view dataset files
  • Permissions - Manage team members
  • Publish - Start the publishing workflow

Public Site

The public-facing side of the platform at /datasets does not require login. Anyone can browse and search published datasets there. If you want to share a dataset with someone who does not have an account, point them to the public dataset URL.

Dark Mode

Use the color mode toggle in the header to switch between light and dark mode.

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