---
title: Getting Started
description: Discover comprehensive BI platform with modules for Insights, Analysis, Automation. Learn how to leverage data-driven decision-making.
---

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import RunScript from "../../../../components/RunScript.astro";


import { Aside, Steps } from "@astrojs/starlight/components";
import { Card, CardGrid } from "@astrojs/starlight/components";

# Getting Started

<MediaPlayerComponent video="menus.mp4" 
 chapters={[
  { "start": 0, "end": 7, "text": "Navigation", "description" : "Log in to Infoveave, and explore the Insights, Analysis, Automation, Studio, and Administration menus to familiarize yourself with the available tools and functionalities" },
  { "start": 7, "end": 15, "text": "Insights Menu", "description" : "The Insights menu provides access to pre-built or shared Infoboards, Reports, and Lists, allowing users to quickly access key information and Infoboards. The menu includes My Organization, Shared with Me, My Workspace, Create Infoboard submenus and Create Infoboard with AI."},

{ "start": 15, "end": 20, "text": "Analysis Menu" , "description" : "The Analysis menu focuses on data manipulation, modeling, and analytical tools. The menu includes What-if Formulae, What-if Analysis, ML Modeler, and SciPyR submenus." },
{ "start": 20, "end": 26, "text": "Automation Menu", "description" : "The Automation menu offers tools for setting up automated processes, workflows, and alerts. The menu includes Tasks, Jobs, Workflows, Targets & Thresholds, and Alerts submenus." },
{ "start": 26, "end": 39, "text": "Studio Menu" , "description" : "The Studio menu provides access to design and content creation tools for building Infoboards, managing data, and designing forms and user interfaces. The menu includes Datasources, NGauge Forms, Infoboards, Queries, Reports, Widgets, Lists, List Views, Media Manager, Folders, and Data Quality submenus."},

{ "start": 39, "end": 51, "text": "Administration Menu", "description" : "The Administration menu houses tools for managing users, system settings, security, and governance of the Infoveave environment. The menu includes Users, Address book, Holiday Calendar, Data Governance, Trash, Audit Logs, Custom Calendars, Control Center, and Connections submenus."},

{ "start": 51, "end": 54, "text": "Notifications Panel", "description" : "Click the Notifications icon to open the notifications panel to view any alerts or system messages."},
{ "start": 54, "end": 60, "text": "Help Panel", "description" : "Click the Show help icon to open the help panel and access documentation or support resources." },
]}
poster="/images/introduction-poster.png"
posterText="Infoveave Modules"
client:load/>


## Introduction to Infoveave

Infoveave is an advanced business intelligence platform that empowers you with efficient data analysis and automation capabilities. It serves as a comprehensive solution that seamlessly integrates six core modules. These include [Insights](/insights-v8/insights-layout/), [Analysis](/analysis-v8/what-if-formula-v8/), [Automation](/automation-v8/workflows/), [Data Apps](/data-application/ngaugeforms-summary/), [Data Quality](/data-quality/), and [Data Governance](/data-governance/domains/). These modules work together to deliver a wide range of features and functionalities that help you unlock the full potential of your data.

## Infoveave modules

In Infoveave, you use six modules. These are **Insights, Analysis, Automation, Data Apps, Data Quality, and Data Governance**.

<Card>
### Insights
  [Insights](/insights-v8/insights-layout/) allows you to create new Infoboards to engage with your data. Insights lists all Infoboards you have created and those shared with you. It also provides access to all reports you have created and those shared with you, with an option to download them. You can explore more on the Insights module.
</Card>

<Card>
### Analysis
  The [Analysis](/analysis-v8/) module offers functionalities like [What-If Formula](/analysis-v8/what-if-formula-v8/) and [What-If Analysis](/analysis-v8/what-if-analysis-v8/) that help you define variables and formulae. By changing input variables, you can study and observe the resulting effect on selected output values. You can also use the Python programming language to analyze and visualize data and forecast future trends using [SciPyR](/analysis-v8/scipyr-custom-analysis-v8). This module helps you perform statistical computations and identify data patterns. With [ML-Models](/analysis-v8/ml-modeller), you can build a machine learning model for your data using a query and then use ML Analysis to run that model.
</Card>

<Card>
### Automation
  [Automation](/automation-v8/workflows/) allows you to automate the process of workflow creation and scheduling by chaining activities together. You can also set up [targets and thresholds](/automation-v8/targets-and-thresholds/) and [alerts](/automation-v8/workflows/define-workflow/workflow-alerts-2/) on workflows and devices, with a tracking option to check for variations from the original. Learn to create [activities](/automation-v8/activities) and [workflows](/automation-v8/workflows/) under the Automation module.
</Card>

<Card>
### Data Apps
You use [NGauge Forms](/data-application/ngaugeforms-summary/) to create low-code, data-driven apps. You can design and embed forms that enable last-mile data collection using NGauge Forms.
</Card>

<Card>
### Data Quality
  Infoveave [Data Quality](/data-quality/) is the foundation of reliable insights and efficient operations. At Infoveave, you work with robust data quality that helps you harness accurate, timely, and reliable data for impactful decision-making.
</Card>

<Card>
### Data Governance
At Infoveave, you focus on [Data Governance](/data-governance/domains/) to manage your data in today’s digital landscape. Through stringent measures, industry best practices, and adherence to internationally recognized standards, Infoveave ensures that your data remains protected.
 </Card>

## Studio
  In Studio, you manage your [Datasources](/studio-v8/datasources/),
  [Infoboards](/studio-v8/infoboards/), [Reports](/studio-v8/reports/manage-reports),
  [Media Manager](/studio-v8/media-manager/), [Lists](/studio-v8/list/manage-list), [Queries](/studio-v8/queries/query-editor), [Folders](/studio-v8/folders) and [Ngauge Forms](/studio-v8/ngauge-forms/manage-ngauge-forms).

## Administration
 
  From the [Administration](/administration/roles) module, you establish connections to external systems as a one-time activity. You create and manage users and define user roles with appropriate permissions. The Audit Log provides complete statistics on user activity and changes made to assets. This acts as an observatory measure to detect threats and risks. You also configure the [Holiday Calendar](/administration/holiday-calendar/) and manage your [Address Book](/administration/address-book/) here.

## Understanding Infoveave User Roles

<Card title="Creator" icon="seti:image">
    As a Creator, you can create and manage the following
    
   <div style="display: flex; flex-wrap: wrap; gap: 10px;">
    <span style="background-color: #4A90E2; color: white; padding: 8px 8px; border-radius: 20px; font-weight: normal;">Datasources</span>
    <span style="background-color: #4A90E2; color: white; padding: 8px 8px; border-radius: 20px; font-weight: normal;">Infoboards</span>
    <span style="background-color: #4A90E2; color: white; padding: 8px 8px; border-radius: 20px; font-weight: normal;">Reports</span>
    <span style="background-color: #4A90E2; color: white; padding: 8px 8px; border-radius: 20px; font-weight: normal;">Workflow</span>
    <span style="background-color: #4A90E2; color: white; padding: 8px 8px; border-radius: 20px; font-weight: normal;">Analysis</span>
    <span style="background-color: #4A90E2; color: white; padding: 8px 8px; border-radius: 20px; font-weight: normal;">Data Apps</span>
    <span style="background-color: #4A90E2; color: white; padding: 8px 8px; border-radius: 20px; font-weight: normal;">Administration</span>
    <span style="background-color: #4A90E2; color: white; padding: 8px 8px; border-radius: 20px; font-weight: normal;">SQL Queries</span>
  </div>
<div style={{ backgroundColor: '#f1f3f5', padding: '10px' }}>
If you are able to access necessary functionalities and features to evaluate data and extract insights, then you are a Creator.

* **Creating datasources** You establish connections to different Datasources within Infoveave. This enables the platform to retrieve and analyze data from multiple locations.

* **Creating Infoboards** Using Infoveave’s intuitive interface, you design interactive Infoboards incorporating a wide range of visual elements such as graphs, charts, tables, and maps.

* **Generating reports** You generate detailed reports that consolidate and present data in a structured manner. You can customize these reports according to your specific requirements.

* **Automating workflows** You automate repetitive workflows by creating Robotic Process Automation workflows. These workflows help you streamline data processing, data transformation, and other routine operations.

* **Analysis**  You upload your data into Infoveave and then access and analyze it within the platform.

* **Data Apps** You create forms for data collection and data management.

* **Administration** You create and manage users and roles. You also create holiday calendars and maintain address books.

* **Running SQL queries** You use SQL queries to extract and analyze data, enabling advanced data analysis and exploration.

</div>
</Card>

<Card title="Viewer" icon="open-book">
As a Viewer, you have view-only access to shared assets. Shared assets include Infoboards, Reports, Lists, and Data Quality.

<div style={{ backgroundColor: '#f1f3f5', padding: '10px'}}>
As a decision-maker, your role typically gives you Viewer access in Infoveave. This allows you to review insights presented on shared Infoboards, examine other shared elements, and perform simulations as needed.
</div>
</Card>


{/* 
## Login Infoveave

![Login Page](/images/image-247.jpg)

<Steps>
  1. To access your Infoveave, click the URL provided while signing-up with
  Infoveave. 2. Enter your login credentials in the appropriate fields. 3. Upon
  successful login, you will land on the
  [Springboard](/introduction-to-infoveave/navigation/springboard/).
</Steps>

<Aside>
  The general URL format will be **"https://[your_account].infoveave.app"**.
</Aside>
*/}