Platform Navigation

The main navigation includes: Sessions, Forms, Reports, Settings, Notifications, and Profile. Depending on your user role/permissions and tenant feature settings, menu options and functionality may vary.

11 steps

Sessions (Homepage)

The Sessions (Homepage) includes all sessions you have created or been invited to work in. You can click the logo in the upper right corner (from any page) to return here.

The session tiles provide a quick glimpse of pages, participants, title, and owner of each session.

Create new sessions and folders:

Manage user access to session folders and rename folders:

Switch between Grid and Table views:

Sort sessions by Name, Date, Owner, or Last Activity:

**Published Sessions in Sight:** Access [[Published sessions]] directly from the home page for immediate reference.

Status Filters

Organize sessions by Session or Review status:

Select the [[Session status]] filter dropdown.

Select or deselect [[Session status(es)]] to filter.

Click [[Apply]] with the selected [[Session status]] filters.

Modify, clear, or select all options are available within the [[Session status]] filter.

Select the [[Review status]] filter dropdown.

Select or deselect [[Review status(es)]] to filter.

Click [[Apply]] with the selected [[Review status]] filters.

Modify, clear, or select all options are available within the [[Review status]] filter.

With one or multiple filters applied, find and select [[Reset all]] to quickly remove all filters.

All Sessions (For Admins)

Admins\* can also manage [[All sessions]] from the homepage: - Share - Take or transfer ownership - Invite registered user(s)

Select one or multiples sessions you wish to share, take or change ownership, or invite registered user(s).

With one or more sessions selected, you can select Share\* in bulk.

With one or more sessions selected, you can take or change ownership in bulk.

With one or more sessions selected, you can invite one or multiple registered users in bulk.

Reports & Settings (For Admins)

The [[Reports]] tab includes: - All sessions - All forms - Analytics reports\* - [Generated reports\*](https://talonsupport.freshdesk.com/support/solutions/articles/44002413000-generate-reports-for-admins-)

The [[Settings]] tab includes: - AI\* - Billing settings\* - Devices\* - Tenant settings\* - Users