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Introduction to the Koble Platform

 

The Koble platform is a next-generation cloud-based software solution designed to leverage the benefits of cloud databases, infrastructure, and server capabilities. One of the standout features of Koble, which differentiates it from other platforms, is its local application.

Koble Client Application
The Koble client is a locally-installed piece of software that runs on Windows PCs. After downloading and installing it, the client functions similarly to other desktop applications like a web browser or music software.

Login Screen and Data Access
Upon launching the Koble client, users are greeted with a login screen featuring one or more tiles. Each tile represents a specific dataset or environment within the platform. To access data, simply click on a tile to open the associated dataset.

Understanding Roles and Permissions
Koble organizes access and functionality based on roles assigned to each user. Roles determine what modules (sections of functionality) are available and reflect the user’s responsibilities. Examples of roles include Store Manager, Inventory Manager, CFO, and Administrator. Each role comes with a tailored list of modules displayed on the left side of the interface.

If you need access to additional modules beyond your role’s default set, the “More” menu allows you to explore further options and tools. The “More” menu may appear as a horizontal or vertical set of three dots.

All Role Access
If a user has multiple roles, they will see an “All” role tab, which aggregates all the modules available to them across their roles. This feature provides a comprehensive view of the platform’s capabilities.

Navigating the Home Screen
The home screen for each role is designed with several key elements:

  • Guides: Located on the right side of the screen, guides are shortcuts or wizards designed to walk users through common tasks. These guides can help with operations like creating new customers or closing financials for the month.
  • Sidebar: The sidebar includes quick access buttons such as “Home” (to return to the main screen) and “Settings” (to adjust application settings). Users can pin specific modules or tools to the sidebar for quick access. When the sidebar is expanded, the full name of the pinned item is displayed.
  • Search Bar: The search bar at the top allows users to search for anything within the software, including documents, records, and contacts. The search results display all relevant items across the platform.

Top Menu
The top menu includes the following options:

  • Company Name & Product Logo: Displays your company’s name and the Koble logo.
  • Search: Use the search bar to find documents, contacts, and records.
  • Log Out: Log out of the session or switch to a different company account.
  • History: View recently accessed items and return to them easily.
  • Notifications: View notifications relevant to your role or from specific modules.

Widgets
The home screen may also include widgets, which provide quick insights into your business. These widgets display key metrics like sales or outstanding accounts receivable (AR) and can vary based on your role’s focus. Widgets are a preview feature that can be toggled on or off, depending on your system settings.

Conclusion
This article has provided a general introduction to the Koble platform’s home screen and basic navigation. Future documentation and videos will cover specific documents and functions in more detail.