> ## Documentation Index
> Fetch the complete documentation index at: https://docs.serval.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Platform Orientation

> Navigate the Serval platform—dashboard, sidebar, teams, shortcuts, and search.

This guide introduces you to the Serval platform interface, helping you understand where to find key features and how to navigate efficiently.

## Dashboard Overview

When you sign in to Serval, you land on the main dashboard. This is your command center for monitoring help desk activity and accessing key features.

### Navigation Structure

Serval's interface is organized into a global workspace and team-specific sections. The sidebar is collapsible — click the collapse icon to minimize it and gain more screen space, or expand it to navigate between sections. Use **team search** at the top of the sidebar to quickly find and switch between teams. The sidebar shows a focused view of one team at a time, with direct access to that team's settings.

**My Workspace** (Global)

<CardGroup cols={3}>
  <Card title="Tickets" icon="ticket" href="/sections/documentation/ticketing/overview">
    All tickets assigned to you across teams
  </Card>

  <Card title="Access" icon="key" href="/sections/access-management/overview">
    Your access request history
  </Card>

  <Card title="Analytics" icon="chart-line">
    Organization-wide metrics and insights
  </Card>
</CardGroup>

**Settings & Analytics**

Click the **organization name** at the top of the sidebar to access:

<CardGroup cols={2}>
  <Card title="Analytics" icon="chart-line">
    Dashboards with ticket volume, resolution rates, and SLA performance
  </Card>

  <Card title="Org settings & security" icon="gear" href="/sections/documentation/platform/org-settings">
    Users, teams, SSO, SCIM, domains, API keys, audit
  </Card>
</CardGroup>

<Info>
  Only **Org Admins** can open organization settings. Per-team options (channels, SLAs, labels, and more) are in each team’s **Settings**—see [Team settings](/sections/documentation/platform/team-settings).
</Info>

**Organization Menu**

Click your **name** at the bottom of the sidebar to access:

<CardGroup cols={3}>
  <Card title="Theme" icon="palette">
    Switch between light, dark, or system mode
  </Card>

  <Card title="Language" icon="globe">
    Set the Serval UI display language. Saved to your account.
  </Card>

  <Card title="Release Notes" icon="newspaper">
    See what's new in Serval
  </Card>

  <Card title="Logout" icon="right-from-bracket">
    Sign out of your account
  </Card>
</CardGroup>

**Team Sections** (Per Team)

Switch teams with **team search** in the sidebar. The active team’s sections appear below:

<CardGroup cols={3}>
  <Card title="Tickets" icon="ticket" href="/sections/documentation/ticketing/overview">
    Team-specific ticket queue
  </Card>

  <Card title="Workflows" icon="diagram-project" href="/sections/documentation/workflows/overview">
    Automated processes for this team
  </Card>

  <Card title="Skills" icon="compass" href="/sections/documentation/skills/overview">
    Response guidelines for AI agent
  </Card>

  <Card title="Knowledge Base" icon="book" href="/sections/documentation/knowledge-base/overview">
    Articles and documentation
  </Card>

  <Card title="Applications" icon="plug" href="/sections/integrations/overview">
    Connected integrations
  </Card>

  <Card title="Assets" icon="cube">
    IT assets and inventory
  </Card>
</CardGroup>

<Note>
  If you don't see team sections, you either haven't been added to a team yet, or no teams have been created. Ask an Org Admin to create a team or add you to one.
</Note>

## Teams: how Serval is organized

Serval is built around **teams**—groups that own a slice of work (for example IT Support, Security, or HR). **Workflows, access, Skills, knowledge, integrations, and the majority of other automations are configured per team.** Tickets are routed to teams, and **permissions are team-based** (you might be a Manager on one team and an Agent on another).

<Warning>
  You need **at least one team** before you can set up most team-scoped capabilities (workflows, access, Skills, automations, and similar).
</Warning>

<Card title="Teams" icon="users" href="/sections/documentation/platform/teams">
  Read **Teams** for why teams matter, typical examples (IT, Security, HR, Finance), and step-by-step help to create your first team.
</Card>

## Quick Actions

Common tasks you can do from anywhere in Serval:

| Shortcut       | Action                      |
| -------------- | --------------------------- |
| `C`            | Create new ticket           |
| `W`            | Create new workflow         |
| `/`            | Open search                 |
| `?` or `CMD+/` | Show all keyboard shortcuts |
| `CMD+K`        | Open command palette        |
| `J` / `↓`      | Navigate to next ticket     |
| `K` / `↑`      | Navigate to previous ticket |
| `G + T`        | Go to Tickets               |
| `G + W`        | Go to Workflows             |
| `G + S`        | Go to Settings              |

### Command Palette

Press **CMD+K** (or **Ctrl+K** on Windows/Linux) to open the command palette. The command palette provides quick access to navigation, actions, and search from anywhere in Serval — type to find tickets, workflows, teams, or run commands without navigating through menus.

### Keyboard Navigation Between Tickets

When viewing a ticket list, use **J** or **↓** to move to the next ticket, and **K** or **↑** to move to the previous ticket. When you navigate back to the list, Serval returns you to the same position in the list.

## Search

The global search bar (press `/`) finds tickets, workflows, users, and settings across your entire Serval instance.

### Search Tips

* **Ticket search** — Search by ticket number, requester name, or content
* **People search** — Find users by name or email
* **Workflow search** — Search by workflow name or description
* **Filters** — Add `type:ticket` or `status:open` to narrow results

<Tip>
  Use natural language in search. Try "password reset tickets from last week" to find relevant results.
</Tip>