Navigation

Information about navigation elements used in the platform, App, API, and Groups component overview.

API Platform Version: 8.1 and later

Table of Contents

  1. Platform user interface "theme"
  2. How do I navigate the user interface?
  3. What is the Dashboard?
  4. Where can I see my apps, APIs, and groups?
  5. What are the components of the My Apps section?
  6. What are the components of the APIs section?
  7. What are the components of the Groups section?

Platform user interface "theme"

When you access the developer portal, whether or not you've signed in, the look and feel of the user interface, as well as its structure and capabilities, are determined by choices and settings made by the Administrator.

There are two main factors that affect the look and feel of your developer portal:

  • Theme

    The theme determines the layout of user interface capabilities and, in some cases, whether certain capabilities are available in the user interface or not. For examples, see below.

  • Customization

    Customization determines aspects of the user interface such as font style, weight, and color, logo, icons, and background color.

Theme

One of the key elements that the theme controls is the layout of the user interface. Regardless of customization, which primarily affects factors such as colors and fonts, the general layout is determined by the theme.

The general layout affects navigation, which in turn affects procedures in the help documentation. In general, procedures are written for Default Theme, unless otherwise specified. There are two other main themes: Hermosa and Simple Developer theme.

For an overview of the general layout, in a sample user interface, click the link:

Note: These examples are very general, only intended to illustrate layout. There are other customizable factors determining the look and feel of the developer portal.

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How do I navigate the user interface?

The following table provides a brief summary of navigation elements.

Page Area Description
Anonymous Top Navigation The top navigation in the right corner of the Home page displays for anonymous users. Existing users can use the Login / Sign-up link to log in. New users can select the Create an account! link to sign up.
Top Navigation The top navigation in the right corner of the Home page displays when a user is signed in. It includes the user's profile image, Logged in as {username}, Profile link for accessing user profile, and a Dashboard link. My APIs, My Apps, My Groups, and My Users pages can be accessed by clicking the associated icons.
Profile Displays in the top navigation. Clicking the Profile link launches the user profile interface for the logged-in user.
Dashboard Displays in the top navigation. Clicking the Dashboard link loads the Dashboard page. Here you can view Forum entries and use the Filter Control on the left navigation to sort posts. Clicking the # next to the Dashboard link loads a notification popup that displays the most recent site activity notifications.
Plus Menu

Displays in the top navigation. Clicking the + sign launches a drop-down menu with these actions: Add a New API, Add a New App, Add a New Group, and Invite New Users.

Note: Specific choices might vary according to site customization and/or user role. For example, in some implementations only a Business Administrator can add an API; in others, you might not be able to invite new users. If a function is not available to you and you feel it should be, contact your Administrator.

Search Menu Displays to the right of the top navigation. Clicking the magnify glass icon, loads the Search menu where you can select a series of pre-configured search options or perform a free text search to target site information.

Pre-configured search options include My APIs, Highest Rated, Most Followers, Recently Added, Last Updated, Most Connections, and Most Volume.

Quick Filter Navigation The Quick Filter section displays a set of icons for accessing site functionality. From left to right the icon legend is My APIs, My Apps, My Groups, and My Users.
APIs Icon The leftmost Quick Filter icon that launches the My APIs page.
Apps Icon The Quick Filter icon (second from left), that launches the My Apps page.
Groups Icon The Quick Filter icon (third from left), that launches the My Groups page.
Users Icon The rightmost Quick Filter icon, which launches the My Users page.
Left Navigation Each functional page includes a left navigation that can include a Filter Control menu and/or Function menus (for example, Forum, Details, Test Client, Analytics, Documentation, Legal, APIs, Apps, and Followers).
Logout Displays on the top navigation. Clicking the Logout link signs the user out.
Help The question mark icon to the far right on the top navigation, which launches the Online Help.

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What is the Dashboard?

The Dashboard is a configurable information system that helps users stay informed about relevant activity in the developer portal. Each user's Dashboard is an aggregate of information relating to all the boards that the user is following, including boards for apps, APIs, and groups.

For more information on the Dashboard, and other types of boards, see What information is displayed in the user Dashboard?

For more information on notifications and newsfeed functionality, see How do I enable or disable email notifications, How do notifications work?, and What information is displayed on my Dashboard?

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Where can I see my apps, APIs, and groups?

Once you've created one or more apps, APIs, or groups, you can view the list and work with your resources from the My Apps, My APIs, and My Groups pages.

In Hermosa Theme, these options are in the drop-down menu at the top right, as shown below.

Accessing user pages in Hermosa theme

In Default theme, there is a separate icon for each type of resource, along the top menu bar, as shown below.

Accessing user pages in Default Theme

The icons are, left to right: My Groups, then My Apps, then My APIs, then Forum. Two additional icons, for Businesses (shown) and Administration (not shown) might or might not be available depending on your user permissions.

For more information about working with resources, see:

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What are the components of the My Apps section?

The My Apps interface provides functionality that allows you to define and manage your apps, the APIs they use, and the app development team that you want to collaborate with. You can also monitor app performance data (See How do I monitor app performance?).

The My Apps section is organized into the following functional areas:

My Apps Page

The My Apps page displays a summary listing of apps you have defined and are currently following. After you have logged in, the page is accessible by clicking the My Apps icon. Summary information presented includes App Name, Description, link to Details page, incremental counters for Followers and APIs Connected, and Average Rating (based on Peer Reviews).

App Details

The Details page provides the following summary information and functionality:

App Detail Description
Overview Displays Tags, Version, Updated (date), Size (KB), Type (SOAP or REST), and Implementation (Sandbox or Live) information.
Description Displays a detailed description of the app.
Version Description Displays a detailed description of the app version.
Edit A function that allows you to edit the app overview and description information.
Version A drop-down menu that allows you to select the version of the app that you want to view details for.
Rate This App Allows you to rate the app by clicking from 1 to 5 stars.
Security Allows you to manage security credentials for you app. You can view the current shared secret or regenerate a new one, and generate, export, or remove a Public Key.
APIs Used

An auto-generated list of APIs that the app is using.

Note: Only APIs with approved contracts display in this listing.

Team Members Displays a listing of development team members for the current app. A View Profile link allows you to view details about a specific Team Member.
Peer Reviews Displays a listing of reviews for the current app. Filters are available to toggle the display between Current Version and All Versions of app reviews. You can also sort reviews based on Most Recent and Most Popular sort criteria. A page navigation bar allows you to navigate through multiple pages of reviews.
Write a Review

A text box that allows you to write a review about the current app. Depending on the platform settings, reviews might be published immediately or might need to be approved by a moderator.

If you have written a review and want to revise it later, you can do that. If reviews are moderated, the earlier review remains published until the revision is published, at which point the earlier review is deleted.

If you revise a review, the marks count resets to 0 for the revised review.

- Version A function that allows you to delete the current app version.
+ Version A function that allows you to create a new app version.
+ Group A function that allows you to delete the current group.

App Forum

The Forum page provides a collaboration tool that includes both a discussion forum and a ticket management system. Developers / Team Members with access privileges to APIs or Apps can collaborate by posting discussion topics, or can raise issues for a specific API or App by creating a ticket. Comments can be posted to Forums or tickets.

Test Client

The Test Client page provides a test tool for sending sample requests.

Analytics

Provides monitoring of API performance and health (traffic, events, alerts comments, tickets, and so forth) relating to all consumers of an API. Chart presentations include Chart and Usage Log views. See How do I monitor app performance?

Team

The Team page includes an Invite function that allows you to send invitations to individuals to join the development team of the current app. Existing team members are displayed in a summary listing. Each summary listing includes a bio of the Team Member and an email address.

APIs

The APIs page displays a listing of APIs the current App has requested access to. The Sandbox and Live columns display the status of API access requests.

Followers

The Followers page allows users to subscribe to apps they are interested in by clicking the Follow button. Subscribing to an app allows users to receive news or updates relating to the app on their personal Dashboard.

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What are the components of the APIs section?

The APIs interface provides functionality that allows developers to view available APIs and configuration details, view and download API documentation. New or potential members can review existing APIs and read the documentation to determine which APIs include functionality that can be included in an app.

The APIs section is organized into the following functional areas:

Overview

When an API Name is selected, the Overview page displays, with a summary of information about the API and access to various functions such as requesting a contract with the API. For details, see What information is available on the API Overview page?

Reviews: You can write a review about an API you're connected to. Depending on the platform settings, reviews might be published immediately or might need to be approved by a moderator. If you have written a review and want to revise it later, you can do that. If reviews are moderated, the earlier review remains published until the revision is published, at which point the earlier review is deleted. If you revise a review, the marks count resets to 0 for the revised review.

Details

Provides a summary view of the API design and access to the API Designer.

Implementations

Provides a summary view of valid implementations for the API, Add button, and Edit link so that you can manage implementations. See Managing API Implementations. You can also view the API description in different format; see How can I view the API description document for an API?

Forum

The API Forum is a collaboration tool that includes both a discussion forum and a ticket management system. API Administrators / Developers / Team Members with access privileges to APIs or Apps can collaborate by posting discussion topics, can raise issues for a specific API or App by creating a ticket, or can post alerts (for example, API news or maintenance announcements). You can manage the display of API activity posted to the Dashboard newsfeed using the Follow / Unfollow functions. For general information about forums on the developer portal, see Forums.

Analytics

The Analytics page provides API performance and health monitoring information (traffic, events, alerts comments, tickets, and so forth) for the API Admin. Chart presentations include Chart and Usage Log views. See Monitoring API Analytics.

Documentation

The Documentation page displays the reference documentation for the current API. Each API includes an API Overview and topics for each API Method. A typical organization might include Uses Cases, URI, Syntax, Sample Request, Request Parameters, Response Parameters, Sample Response, Error Codes, and Related Topics sections. API Providers can use the File Manager to upload and manage documentation. See Content Development Guidelines for details.

Test Client

Provides access to the Test Client testing tool, where you can test your app in the context of a specific API. You can also test an API anonymously (without any app context). For more information, see API Testing with Test Client.

Agreements

Provides a listing of legal agreements associated with the current API. These agreements typically pertain to API usage requirements, limitations, liability, and service level expectations. The API Provider is responsible for providing and enforcing legal agreements. All users that have visibility rights to an API can view the legal agreements. API Providers can upload and manage the legal agreements using the File Manager. See Legal Agreement Maintenance.

Visibility

Provides access to the Groups page, which provides a method of creating common interest groups around APIs that are defined with private visibility, and also allows the API Admin to invite independent groups on the platform to have visibility of the API. If the API is private, a platform user can only see it if he/she is a member of a group that has visibility. Group accounts are created, and member invitations are sent and managed by the API Provider or assigned API Administrator. Only API Administrators can create API Scope Groups or invite independent groups to have visibility of the API. See API Scope Groups.

Admins

The Admins page allows API Providers to send out invitations to individuals to whom they want to grant administration privileges for their API. API administrators can then be viewed and managed in a summary listing. See API Admin Management.

Apps

The Apps page allows API Providers and designated API Administrators to manage approval of access requests for their API.

Followers

The Followers page provides a list of members that are currently following the activity of the selected API.

For more information on working with these features, see How do I manage my API?

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What are the components of the Groups section?

When you click the Groups icon in the top navigation bar, it takes you to the My Groups page. From there, you can click through for details of any group you're a member of.

When you click through to an individual group, the left menu gives you access to the following functional areas:

Group Details

The Details page for the selected group. This provides a visual overview of information about the group, including when it was created, tags, number of members and administrators, and ratings and reviews. If you're a group administrator, you can edit the group definition.

Group Forum

The Group Forum is a collaboration tool that provides access to discussions relating to the group.

Members

The Members page provides a visual summary of members, including their status. If you're an Administrator for the group, you can invite additional members, change the role of existing members, or remove members from the group.

Admins

The Admins page provides a visual summary of group administrators. If you're an Administrator for the group, you can invite additional users to be Administrators. You can also change the status of an existing Administrator to be a group Member or Leader.

Followers

The Followers page provides a list of members that are currently following the activity of the selected group.

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