Workbook

Platform Explorer

You own: seeing everything. Platform Explorer is the read-only "all access" lens — every section in the sidebar, every dashboard page. Built for demos, executive overviews, training previews, and platform evaluation.

Important: this is NOT admin

Platform Explorer is a job function (controls what you can see), not a permission tier (controls what you can do). Holding platform_explorer and being a viewer means: read every page, write nothing.

To grant write permissions, set the user's role separately to editor or admin via the Workspace Settings page.

Who should hold this function

AudienceWhy
Executive overviewsCFO / CTO wants to see the platform's full surface without per-role configuration
DemosSales / SA shows a prospect every feature on a single login
Training previewsTrainer walks a class through every workbook's surface in one session
Platform evaluationNew customer is evaluating GeneFlow against their existing ML stack — provide scoped evaluation access
Internal eval teamGenedata staff evaluating new pages before release

Who should NOT hold this function

Anti-audienceBetter alternative
Daily-use individual contributorsTailored function (MLE / DE / Steward, etc.) — keeps nav focused
External auditors who need write access for evidencetenant_admin + scoped PAT instead
Production on-call engineersSRE / DevOps / MLOps — gives runbook nav focus
Customers who haven't signed an MSADon't grant — they should not see internal feature roadmap on /dashboard/admin/product-health

Demo credentials (built-in seeded account)

For evaluating the role without onboarding a real user, a pre-seeded demo account ships with the platform:

FieldValue
Sign-in URL/signin
Emailexplorer@genedata.demo
Passworddemo1234
TenantGENEDATA
Role tierviewer (read-only — intentional)
Job functionplatform_explorer

Or just click the Platform Explorer (read-only, sees everything) card on the sign-in page.

To sign out: every dashboard page has a Sign Out button in the sidebar's bottom-left user panel. The /dashboard/welcome page also shows a Sign Out button in the top-right.

Day-1 setup (for real users)

A workspace admin assigns it via /dashboard/admin/users:

  1. Find the user
  2. Click Edit functions
  3. Tick Platform Explorer under "See Everything"
  4. Save

Or via API:

curl -X PATCH https://api.genedata.io/api/tenant/users/$USER_ID \
  -H "Authorization: Bearer $TENANT_ADMIN_PAT" \
  -H "X-Tenant-Id: ACME" \
  -H "Content-Type: application/json" \
  -d '{"jobFunctions": ["platform_explorer"]}'

What you see

Every section in the sidebar appears: Data Platform, AI & ML, Orchestration, Governance, Analytics & Reporting, Data Modeling, Collaboration, Workspace Settings, Developer, API Management, GeneFlow ML, AI Studio, Approvals, Catalog, Ops & Reliability, Capacity & Cost, Architecture, Product Health, Migration, Training.

Workflow 1 — Five-minute platform tour

  1. Open /dashboard/welcome — your splash will read "Platform Explorer" with quick links
  2. Scroll the sidebar — every group is visible (Data, AI&ML, GeneFlow, Governance, Architecture, …)
  3. Click into GeneFlow ML → see the 4-tab control plane
  4. Click into Architecture → see the service map + reference topologies
  5. Click into Capacity & Cost → see the tenant's spend rollup
  6. Click into Ops Dashboard → see service-side health

Workflow 2 — Pre-demo checklist

Before a customer demo:

  • Seed the tenant with the soak script: python scripts/soak-tests/geneflow-end-to-end.py --keep
  • Verify /dashboard/geneflow/ml shows experiments, runs, models, prompts
  • Verify /dashboard/geneflow/ml/endpoints shows at least one endpoint
  • Verify /dashboard/governance/approvals has at least one entry (sample stage transition)
  • Verify /dashboard/admin/product-health shows adoption metrics > 0

Common gotchas

  • You can't write. Platform Explorer is visibility-only. If you need to create / edit / delete, ask a tenant admin to grant you editor role (separate from job function).
  • Adoption metrics on /admin/product-health reflect the current tenant. Don't ship to customers if the page would expose your roadmap.
  • platform_explorer is intentionally low seat-cap — Starter: 0, Professional: 1, Scale: 5, Enterprise: unlimited. Don't hand it out broadly.

Where to go next