> For the complete documentation index, see [llms.txt](https://docs.ins-pi.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ins-pi.com/command/the-portal/portal.md). # The Portal Reference for the Command portal screen, covering Home, the top bar, the activity rail, tabs, the content header, the panels, the Command Dialog and Settings. The portal is where people work in YouDesign Command. It runs inside your ServiceNow instance over the same records your administrators configure in the platform, and it sits next to the classic ServiceNow forms, lists and dashboards rather than replacing them. This page is the reference for the parts of the screen; the other pages in this section cover content types, personas, My Space, the Data Hub, and tasks. ## What it is Everything is arranged around a central work area: | Area | Where | What it does | | --------------------------------- | ----------------- | -------------------------------------------------------------------- | | [Top bar](#top-bar) | Top of the screen | Settings, Home, your tabs, notifications and your profile. | | [Activity rail](#activity-rail) | Left edge | **Create**, your views (such as **My Space**), and the **Data Hub**. | | [Work area and tabs](#tabs) | Centre | Each open item fills the work area in its own tab. | | [Command Dialog](#command-dialog) | Right edge | The AI assistant. |
The Command portal with My Space open on the left, a Roadmap in the work area and the Command Dialog open on the right.

My Space on the left, the work area in the centre and the Command Dialog on the right

## When to use it Use the portal for portfolio and transformation work: building views, analysing records, sharing results. Use the classic ServiceNow interface for platform administration. Both read and write the same data. ## Home You land on **Home** ("Welcome to Command") when Command opens. Click the **Command** logo in the top bar to come back. Which sections you see depends on your persona. | Section | Shows | | ---------------------------- | --------------------------------------------------------------------------- | | **My tasks** | Up to three open tasks, overdue first. **All my work** opens the full list. | | **I own** | Counts of records that name you, for example as owner. | | **Ask about your portfolio** | A quick way to send a question to the Command Dialog. | | **Continue my work** | Your last five edits and creations. | | **Workspace updates** | Recent notifications, with **View all**. | ## Top bar From left to right: 1. **Open menu** (three lines) opens the [Settings](#settings) drawer. 2. **Command** returns you to Home. 3. **The tab strip** holds one tab per open item. See [Tabs](#tabs). 4. **All tabs** opens tab search. 5. **Notifications** (the bell) shows unread messages. See [Tasks, notifications and approvals](/command/the-portal/tasks-and-notifications.md). 6. **Your avatar** opens your profile: your email, your Command roles, and **Working as**, where you pick your [persona](/command/the-portal/personas.md). ## Activity rail A narrow column of icons on the left. | Entry | What it opens | | --------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Create** (the **+** at the top) | The create menu, headed with your persona's name. See [Content types](/command/the-portal/content-types.md). | | **My Space** | Your saved content, in a side panel. See [My Space and sharing](/command/the-portal/my-space.md). | | **My Tasks** | Tasks assigned to you, in a side panel. See [Tasks, notifications and approvals](/command/the-portal/tasks-and-notifications.md). | | **Portfolio** | A shared, read-only tree of key content that an administrator curates, in a side panel. Search it with **Search Portfolio**. | | **Governance** | The architecture governance cockpit. See [Architecture Governance](/command/features/architecture-governance.md). | | **Assessments** | Questionnaires and surveys. See [Assessments](/command/features/assessments.md). | | **Glossary** | Shared business terms with definitions. Search or jump by letter. | | **Ideation Portal** | Capture and follow ideas. See [Ideation Portal](/command/features/ideation-portal.md). | | **Framework Intelligence Center** | Frameworks and their conformance. See [Framework Intelligence Center](/command/features/framework-intelligence-center.md). | | **AI Portfolio Management** | The register of AI assets. See [AI Portfolio Management](/command/features/ai-portfolio-management.md). | | **Data Hub** (at the bottom) | The panel for finding records and dragging them into content. It appears when the item in front of you can take records. See [Data Hub](/command/the-portal/data-hub.md). |
The activity rail, showing the create button above the workspace view icons

The activity rail

A persona can carry all of these views, a subset, or none. Glossary, Governance and the other full-page views open as tabs; My Space, My Tasks and Portfolio open as side panels. ## Tabs Every item you open gets a tab, like a browser. * **The active tab always shows its title.** When space runs out, the other tabs shrink to their icons first. * **All tabs** at the end of the strip, which shows how many tabs are open, for example **All tabs (12)**, or **Ctrl+K** (**⌘+K** on a Mac), opens tab search. It lists your open tabs, a **Not used in 7 days** group with **Close these**, and **Recently closed** tabs you can reopen. * Close a tab with its **×**. A message offers **Undo**. Closing a tab never deletes the content. * Tabs with unsaved changes are never closed for you. * On a phone, the tab strip is replaced by one button showing the current tab's title with a **▾**. Tap it to open tab search, which lists every tab.
Several items open as tabs in the top bar, with tab search open and listing every open tab.

Tab search lists every open tab

## Content header Each open item has a header with: | Control | What it does | | -------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Icon, title and type | Click the title to rename the item. | | **Edit** | Switches types you edit in place into edit mode. It reads **Editing** while on. Greyed out when you only have viewer access. | | **Share** | Opens the Share dialog. Its arrow offers **Share page…**, **Copy page link** and downloads. See [My Space and sharing](/command/the-portal/my-space.md#share-content). | | **⋮** | **Add description**, the **Panels** switches, **Save in My Space** and **Clear**. | | **Extended view** | Hides everything except the content. Press **Esc** to leave. | ### Panels Most visual content types can show three optional panels, switched on and off from **⋮ > Panels**: | Panel | What it shows | | ------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **View** | The toolbar row with the type's own controls, such as filters, layout and axes. On by default. | | **Metric** | Cards that total a measure across the item's records. Click **Add or manage measures** to pick measures, or **Automatically add** to show every measure with data. Clicking a card filters to the records that have that measure. | | **Timeline** | A **Time** scrubber with play controls and **Today**. Drag it to see measures as they were in a past period or as planned for a future one. | Each content type's defaults are listed in [Content types](/command/the-portal/content-types.md). ## Command Dialog The **Command Dialog** is the AI assistant, headed **ins-pi Transformation OS™**. 1. Click **Command Dialog** on the right edge of the screen. On a phone, open it from the button in the top bar. 2. The assistant greets you by name, for example "Good evening, Alex. What would you like to work on?" 3. Type a request in plain words and press **Enter**. The chip above the message box shows the content the assistant is working with. It follows the tab you are on, and is empty on Home and on full-page views such as Governance. Click its **×** to detach it for the current tab. What you can ask, and how to read an answer, is in [Command Dialog](/command/features/command-dialog.md). {% hint style="info" %} Your administrator can switch the assistant off for the whole instance. The **Command Dialog** button is then not shown, and everything else keeps working. {% endhint %} ## Settings Click **Open menu** at the far left of the top bar. | Setting | Options | | ----------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Theme mode** | **Light**, **Dark** or **System**. **System** follows your device's light or dark setting. | | **Language** | English (US), English (UK), Deutsch, Türkçe, Español, Português, Français, 日本語, हिन्दी, বাংলা. The main navigation, My Space, tasks, notifications and settings are translated; some screens are still English only. | | **Accessibility** | **Reduce motion** and **High contrast**. | Your settings, open tabs and layout are saved with your user, so they follow you to another browser. The drawer footer shows the version of Command you are running. Administrators also see **Global Settings**, with sections for General, Portfolio, Approvals, Architecture Governance, Assessments, Data Governance, Forms, Measures, Lifecycle & Milestones, Persona, Relationships, Scoring and Import / Export. **General** holds the switch that turns the assistant on or off for everyone.
The Settings drawer with Theme mode set to Light, Dark or System, Global Settings, Migration, Language and Accessibility.

The Settings drawer

## Good to know * **Sessions.** When your ServiceNow session is about to time out, a bar offers **Stay signed in**. If it has ended, Command shows **Sign in again** and keeps what is on screen. * **Permissions.** The portal reads through your ServiceNow roles and access rules. A persona changes what is offered, never what is allowed. See [Access Rights](/command/prior-v26.0/configuration/access-rights.md). * **Phones and tablets.** See [Mobile and accessibility](/command/features/mobile-and-accessibility.md). ## Related * [Content types](/command/the-portal/content-types.md) * [Personas](/command/the-portal/personas.md) * [My Space and sharing](/command/the-portal/my-space.md) * [Data Hub](/command/the-portal/data-hub.md) * [Tasks, notifications and approvals](/command/the-portal/tasks-and-notifications.md) * [Metamodel](/command/metamodel/metamodel.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.ins-pi.com/command/the-portal/portal.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.