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INTRO GUIDES
GETTING STARTED WITH IMAP
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3 min
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Intro
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Last update: October '18
IMAP is a platform designed thinking in users that have little if any knowledge of financial terms. For so, it has been developed with an interface that allows users navigate between the different options intuitively. This guide describes how to get started with IMAP.
STARTING THE PLATFORM
 
When you open the platform, the welcome window appears. You can quickly differenciate three main areas: on the top (light-grey background) the Sections Bar to access to the different  modules in which the information is structured; on the left-hand side (dark-grey background) the Tools Bar with the options to operate with the information of each section; and in the center (white background) the Working Area, where it will be the information itself.
      IN THIS GUIDE
#InterfaceBasics
#PlatformStructure
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THE SECTIONS BAR
 
In this bar appear the four main modules that IMAP is divided into:
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  • Plan, to establish targets, distributions and the action plan.
  • Data, to consult and to input the data movements, the fuel of the platform.
  • Explore, different visualizations to let you monitor your position through different perspectives.
  • Insights, several tools to support your decisions.
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Each of these modules have at the same time different sections inside them, that will let you work with the information fast and easily.

On the right side of this bar, you will find an icon to access the setup module, needed to give you personalized recommendations and insights. You can know more about this module in the Filling setup information guide.
THE TOOLS BAR
 
Depending on the section of the platform you are located, you will find different options in this bar. Despite this, the options shown in this bar can be divided in three main types:
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  • Display, to turn on/off the full screen or mode.
  • Operations, specific to the section, like split shares.
  • Shortcuts, direct access to related information.

You will find more information about each option through all the guides in the documentation.
THE WORKING AREA
 
In this part of the platfotm is where the information will how up, in form of dashboards, scorecards, tables, and graphics, among others. This information vary depending on the section that you are located. You will need to consult the different guides to know more about this area of the platform.
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