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Adobe Experience Platform UI guide

This guide serves as an introduction to using the Adobe Experience Platform user interface (UI), explaining what the various components are used for and providing links to further documentation for more information.
To learn more about Adobe Experience Platform, please read the Experience Platform overview .

Home screen

After logging into Adobe Experience Platform, you will arrive on the Home page, which is comprised of the metrics dashboard, recent data, and recommended learning sections.

Metrics dashboard

The metrics dashboard provides cards that gives you information about datasets, profiles, segments, and destinations within your organization.
The Datasets section shows the number of datasets within your IMS Organization. This number is updated when a new dataset is created. More information about datasets can be found in the datasets overview .
The Profiles section shows the total number of people with profiles within your IMS Organization, excluding profile fragments. This total number of people represents the total addressable audience, and is updated once every 24 hours. More information about profiles can be found in the Real-time Customer Profile overview .
The Segments section shows the total number of segments created within your IMS Organization. This number is updated when a new segment is created. More information about segments can be found in the Segmentation Service overview .
The Destinations section shows the total number of destinations created for the IMS Organization. This number is updated when a new destination is created. More information about destinations can be found in the destinations overview .

Recent data

The recent data dashboard provides information about recently created datasets, sources, segments, and destinations.
The Recent datasets section lists the five most recently created datasets within your IMS Organization. This list is updated every time a new dataset is created. You can select a dataset from the list to view more information about the specified dataset or select View all to see a list of all created datasets. More information about datasets can be found in the datasets overview .
The Recent sources section lists the five most recently created source connectors within your IMS Organization. This list is updated every time a new source connector is created. You can select a source connection from the list to view more information about the specified connector or select View all to see a list of all created source connections. More information about sources can be found in the sources overview .
The Recent segments section lists the five most recently created segment definitions within your IMS Organization. This list is updated every time a new segment definition is created. You can select a segment definition from the list to view more information about the specified segment definition or select View all to see a list of all created segment definitions. More information about segments can be found in the Segmentation Service overview .
The Recent destinations section lists the five most recently created destinations within your IMS Organization. This list is updated every time a new destination is created. You can select a destination from the list to view more information about the specified destination or select View all to see a list of all created destinations. More information about destinations can be found in the destinations overview .

Top navigation bar

The top navigation bar in the Platform UI displays the IMS Organization you are currently signed into, and provides several important controls.
On the left side of the navigation bar is the Adobe Experience Platform logo. Selecting this will bring you back to the Platform UI home screen.

IMS Organization switcher

The first item on the right side of the navigation bar is the IMS Organization switcher .
Selecting the switcher opens a dropdown menu of IMS Organizations you have access to, if any are available. Select a listed option to switch over to that IMS Organization.

Switch applications

The next item on the right side is the application switcher , represented by the icon. When you select this icon, you can switch between Experience Platform, Assets, Exchange, and Launch.

Help

To the right of the application switcher is the help and support menu , which is represented by the icon. When you select this icon, a popover menu appears, containing several help and support resources. The Help tab shows a list of relevant documentation for the page you're currently on. The Support tab allows you to create a support ticket with the Adobe support team. The Feedback tab allows you to submit feedback about Platform to Adobe.

Notifications and announcements

After the help and support menu is the notifications section , which is represented by the icon. The Notifications tab shows important information about the product and other relevant updates, while the Announcements tab shows notifications about service maintenance.

User profile

The final item on the top navigation bar is the user settings , which is represented by the icon. Select this icon to edit your preferences or sign out.

Sandboxes

Immediately below the top navigation bar is the sandbox bar. This bar shows which sandbox you are currently using for Platform. More information about sandboxes can be found in the sandboxes overview .

Left navigation

The navigation on the left side of the screen lists all the different services supported in the Platform UI.
Some of the sections on the left navigation bar may not appear or be grayed out. This is because you do not have access to those features. If you believe you should have access to these sections, please contact your system administrator.
The Home section lets you return to the Platform UI homepage.
The Workflows section shows a list of multi-step workflows for performing operations within Platform. More information about workflows can be found in the workflows overview .

Connections

The Sources section lets you create, update, and delete source connections, allowing you to ingest data from external sources into Platform. More information about sources can be found in the sources overview .
The Destinations section lets you create, update, and delete destinations, allowing you to export data from Platform to many external destinations. More information about destinations can be found in the destinations overview .

Customer

The Profiles section lets you browse customer profiles, view profile metrics, create and manage merge policies, and view union schemas. To learn more about using the Profiles section, please read the Profile user guide . More information about Real-time Customer Profile can be found in the Real-time Customer Profile overview .
The Segments section lets you create and manage segment definitions. To learn more about using the Segments section, please read the segmentation user guide . More information about Segmentation Service can be found in the Segmentation Service overview .
The Identities section lets you create and manage identity namespaces. For more information about the Identities section, including information about identity namespaces and how to use identities in the Platform UI, please refer to the identity namespace overview .

Privacy

The Policies section lets you create and manage data usage policies. To learn more about using the Policies section, please read the data usage policies user guide . More information about data usage policies can be found in the data usage policies overview .
The Requests section lets you create and manage privacy requests. Please note that you must be allowlisted in order to have access to the Privacy Service UI. To learn more about using the Requests section, please read the Privacy Service user guide . More information about Privacy Service can be found in the Privacy Service overview .

Data Science

The Notebooks section provides access to JupyterLab, an interactive development environment that lets you explore, analyze, and model your data. To learn more about using the Notebooks section, please read the JupyterLab user guide . More information about Data Science Workspace can be found in the Data Science Workspace overview
The Models section lets you leverage machine learning and artificial intelligence to create, develope, train, and tune models to make predictions. More information about the Models section can be found in the tutorial on training and evaluate a model .
The Services section lets you manage your published models for scheduled training and scoring, or leverage Adobe's Intelligent Services, a set of AI services that deliver real-time, personalized customer experiences. More information about the Services section can be found in the Publishing a Model as a Service tutorial .

Data management

The Schemas section lets you create and manage schemas. To learn more about how to use the Schemas section, please read the tutorial on creating a schema . More information about Experience Data Model (XDM) can be found in the XDM overview .
The Datasets section lets you create and manage datasets. More information about the Datasets section can be found in the datasets user guide .
The Queries section lets you create and manage queries, logs SQL queries made by Query Service, and view your PostgreSQL credentials. More information about the Queries section can be found in the Query Service user guide .
The Monitoring section lets you monitor batch and streaming ingestion. More information about the Monitoring section can be found in the monitoring data ingestion user guide .

Next steps

By reading this guide, you now have been introduced to the home page and major navigational elements of the Platform UI. For more detailed information about working in the user interface, please refer to the documentation for each individual Platform service. Links to this documentation are provided in the left navigation section found earlier in this document.