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Interface

This page helps you identify the main working areas of Boldo and move through the product without getting lost.

The most important distinction is simple: the inventory stores the knowledge, and the catalog organizes the saved ways you explore, analyze, present, or share that knowledge. If you feel lost in the product, return to that distinction first. Most navigation mistakes come from confusing inventory data with catalog items.

Top navigation​

The top navigation bar is the main entry point to the product. It gives access to Inventories, Views, Diagrams, Charts, Nested Maps, and Search, as well as organization settings and your account.

The logo menu is useful when you need to move across the application at a higher level. In particular, it lets you switch organizations when you belong to more than one.

Inventory, catalog, and spaces​

The inventory is where your organization's knowledge is stored and maintained. This is where you browse assets by type, create or edit them, and connect them with relationships.

The catalog is the left-side panel of the application. It lists the saved views, diagrams, charts, and nested maps that you use to explore, analyze, present, or share knowledge.

It helps you find these visualizations again, group them in folders, mark favorites, and manage whether they stay in your personal space or move to the shared organization space. The catalog includes the shared space of the organization and the private space of each user.

Read Organize and Find Content for the practical catalog guides. Read Visualizations and Spaces for the visibility rules and the personal/shared space model.

Main page types​

Most of your daily work happens on one of these page types: inventory pages, asset pages, view pages, diagram pages, chart pages, and nested map pages.

In practice, most of these pages combine three things:

  • navigation context, such as a breadcrumb or a section entry point
  • a main work area, such as a table, a canvas, a chart, or a nested map
  • actions or side panels around that main area

The exact layout depends on the page type. Inventory and view pages are centered on asset lists. Diagram, chart, and nested map pages add dedicated actions and side panels. Asset pages are detail pages with sections for information, related assets, diagrams, history, rights, or comments.

Use an inventory or a view when you want to work directly on data. Use an asset page when you want to inspect one asset in detail. Use a diagram when you want to communicate relationships visually, a chart when you want to compare or measure, and a nested map when you want to explore a structured hierarchy.

Use global search with Cmd / Ctrl + K when you want the fastest path to an asset, a visualization, a settings page, an action, or a documentation page.

Read Global search for the detailed search logic.

Organization and account menus​

The two settings areas have different purposes. Use the organization settings for shared configuration such as users, rights, the metamodel, security, billing, and developer options. Use My Account for your personal settings such as profile, password, organizations, billing, and support.

If you are unsure where to go, use the organization settings for workspace-wide setup and My Account for your own user settings.