IntelligentTaxProduct Documentation

Platform

Home

Available

See the platform's firm, security, storage, and LLM operating picture at a glance.

What this menu does

Give platform operators a starting point for the highest-level service indicators and exceptions.

Where to find it

Platform Admin navigation: Home.

When to use it

  • Review platform totals and recent changes.
  • Check quota pressure and model cost.
  • Notice password-reset, security, or storage activity before opening detail pages.

Before you begin

  • Sign in to Platform Admin.
  • The account must be allowed to view this menu.

Page regions

  1. 01Platform summary metrics
  2. 02Firm quota pressure
  3. 03Storage and model cost
  4. 04Password reset/security activity
  5. 05Recent audit activity

Supported operations

01

Review the platform overview

Purpose
Identify the area that needs attention before opening its detailed menu.
  1. 1

    Open Home after sign-in.

  2. 2

    Review the current firm, plan, account, resource, and LLM totals.

  3. 3

    Compare quota, cost, storage, and security indicators.

  4. 4

    Open the owning menu for investigation or maintenance; do not treat a summary card as the detailed record.

Result

The operator has a prioritized starting point and continues in the owning detailed page.

Business rules and fields

  • Home is an overview, not the place to edit detailed objects.
  • A summary failure does not erase other successfully loaded panels.
  • Use the owning menu before drawing conclusions from an aggregate.

States you may see

LoadedPartial panel errorSession expired

What happens next

  • The next operational action can be routed to Firms, Plans, Accounts & Security, LLM, Resource Usage, Automation, or Audit Log.

Common problems

What you seeWhy it happensWhat to do

The menu or action is missing.

The account does not have the required platform access or the item is not available in the current state.

Ask a platform administrator to verify the account role and the record status.

A save or load action fails.

The session may have expired, validation may have failed, or the service is temporarily unavailable.

Keep the shown request identifier if present, refresh once, correct highlighted fields, and retry. Escalate with the request identifier if it repeats.

Visibility and access

The menu and its action buttons appear only when the platform account has the corresponding business access. Read-only access hides or disables changes.

System screenshots

See the platform's firm, security, storage, and LLM operating picture at a glance.