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Navigating the Farseer interface

In this article, we will walk you through the basic interface of Farseer. We will explain to you in a few steps all the basic functionalities and the appearance of the Farseer interface.

Updated over a week ago

Upon logging into Farseer, you'll see a centralized Welcome screen. Here, you can quickly begin your work by selecting items from the sidebar or using the Search button to locate specific content.

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The welcome screen after login

Path

Folder Path For "Key accounts" Sheet

At the top of the UI, the path shows where the currently opened item sits in your folder hierarchy.


Each part is clickable, allowing quick navigation between folders.

Sidebar

On the left side of your screen is the main navigation panel, giving you direct access to Farseer modules and functionalities, including:

Quick Access

  • Search: Click to search for any item in the sidebar you've got access to

  • Import: Import your data into Farseer

  • Sharing: Manage your sharing settings and permissions

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Quick access

Core Modules

  • Sheets: Work with your data sheets

  • Dashboards: Visualize and analyze key metrics

  • Dimensions: Access and manage your master model data

  • Variables: Access and manage all variables of model

  • Files: Access to all files, like imports or scripts to run apps

  • Apps: Access additional Farseer applications

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Sidebar core modules

Hiding and resizing the sidebar

You can hide the sidebar by clicking anywhere at the top right corner of the sidebar. You can also resize the sidebar to your own liking.

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Hide or resize the sidebar

With the sidebar hidden, and while hovering the three lines icon next to the currently opened item's name, you can see more options for the sidebar. From here, you can:

Peek the sidebar: Hover over the grey box at the edge of the screen to temporarily open (peek) the sidebar. The sidebar will hide upon removing your cursor from it.

Reopen the sidebar: Click on the double arrow icon to reopen the sidebar. You can also reopen the sidebar while peeking by clicking anywhere at the top of the sidebar (just like when closing it.)

Settings and profile

At the bottom of the sidebar you'll find your username. You can click on your username to access:

  • Settings: If you are an administrator, additional options will appear here.

  • Profile & Support:

    • Switch Workspaces: Change your active workspace if your organization has multiple Farseer workspaces.

    • Edit Profile: Update your profile information and preferences.

    • Help Center: Quick access to detailed documentation and support resources.

    • Logout: Safely log out from your current Farseer session.

Profile settings

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