Navigating Pigment is easy! This article walks you through some of the basics. Your View may vary depending on your permissions and account type.
Workspace homepage
When you first log in, the Workspace homepage opens. It contains the following key areas.
The main pane
If you have AI enabled in your Workspace, the top of the main pane provides access to the Pigment AI Agents.
ℹ️ Note
You need Access AI Agents permission for an Agent in at least one Application of the Workspace to see it in the homepage. Otherwise it appears grayed out.
If you try to use that Agent in an Application where you do not have Access AI Agents permission, you receive an error message.
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Check out the courses on Pigment’s AI Agents in the Pigment Academy!
The rest of the main pane consists of tiles for all the Applications you have access to in that Workspace. Use the three-dot menu on each tile to access quick actions and settings, including the below, depending on your permissions:
Edit Application details: icon color, name and description
Change role and owner
Duplicate
Save as template
The left sidebar
The left of the screen holds the left sidebar, which displays the following information:
Organization or Workspace name. If you work in multiple Workspaces, select the arrow beside your Workspace name to switch between Workspaces. From anywhere in your Application, select the Workspace name to return to the Workspace homepage.
Notifications. Select the bell symbol to view notifications from your Pigment Applications.
Release notifications. Select the gift symbol at the bottom of the page to read about new Pigment feature updates.
Search tool. Also known as the Command Palette, use this to search for Boards, Blocks, Applications and settings within your Workspace.
ℹ️ Note
Need a shortcut for the Command Palette? Use
cmd/ctrl + K.For information on all Pigment keyboard shortcuts , see Keyboard shortcuts.
Get Help. Select the Help symbol at the bottom of the sidebar to open the Resource Center where you can find guided tours, and several important links to support you while working in Pigment. You can also use it to access the product documentation and Community site, and to contact Support.
Avatar. Beside your name, you’ll see your initials. Select this to see your account type, your email address, and a link to log out.
To collapse or expand the sidebar, hover your pointer over it and select the arrow that appears.
Application homepage
Opening an Application displays the Application homepage. It shows Members the Boards to which they have access.
You can use the Command Palette within an Application to search for both Blocks and Boards. However, you are only able to view Boards for which you have the appropriate permissions. While all Blocks are visible in the search results, access is restricted to those you have permission to use. Depending on your permissions, you can also create Boards, or Blocks directly from the Command Palette.
When you open the Application homepage, the left sidebar now displays the following information:
Application. The name of your current Application. Select your Application name to search and select another Application. If you’ve the right permissions, you can also create new Applications directly from here.
Boards. This folder helps you organize your Boards. Boards help your Members visualize planning processes through charts, grids, Lists, text, and KPI widgets. The numbers displayed next to the Boards folder indicates the total number of objects within it. Similarly, when folders are added, they will show the count of objects contained in each folder.
For more information, see Create and Edit a Board in an Application.Blocks. This folder helps you organize your Blocks, the different elements used to create your Application. The numbers displayed next to the Blocks folder indicates the total number of objects within it. Similarly, when folders are added, they will show the count of objects contained in each folder.
For more information, see Understand the different types of Blocks.
Depending on your Role’s permissions, you may also have access to options such as History, More Options, and Formula Playground. These features allow you to modify any settings you’re allowed to manage.
For more information, see: