Platform Portal Guide
Platform Portal is your central hub for managing your Olympus Cloud organization, providing real-time insights, comprehensive reporting, and full administrative control.
What is Platform Portal?
Platform Portal provides:
- Real-time dashboards with customizable widgets
- Comprehensive analytics for workforce and operations
- Detailed reporting with scheduled delivery
- Organization management including users, roles, and settings
- Integration hub for connecting third-party tools
Core Features
| Feature | Description |
|---|---|
| Dashboard | Customizable overview of key metrics and real-time activity |
| Analytics | Deep-dive insights into labor, scheduling, and team performance |
| Reporting | Pre-built and custom reports with export and scheduling |
| Settings | Organization configuration, user management, and integrations |
Access Levels
Platform Portal access is role-based to ensure appropriate data visibility:
Administrator Access
Full organizational control including:
| Capability | Description |
|---|---|
| Organization settings | Configure company-wide preferences |
| User management | Add, modify, deactivate users |
| Role management | Create custom roles with granular permissions |
| Billing management | View invoices, update payment, change plans |
| All locations | Access data across all business locations |
| Full analytics | View all reports and metrics |
| Integrations | Connect and configure third-party tools |
Manager Access
Team-level management features:
| Capability | Description |
|---|---|
| Team dashboard | View metrics for assigned teams |
| Scheduling reports | Access schedule-related analytics |
| Labor analytics | Review hours, overtime, attendance |
| Team settings | Configure team-specific preferences |
| Approval workflows | Approve time-off and shift requests |
Viewer Access
Read-only access to:
| Capability | Description |
|---|---|
| Dashboards | View assigned dashboards |
| Reports | Run and export allowed reports |
| Analytics | Access permitted metrics |
Getting Started
First Login
- Navigate to portal.olympuscloud.ai
- Sign in with your credentials
- Complete two-factor authentication if enabled
- You'll land on your personalized dashboard
Navigation
The Platform Portal uses a sidebar navigation:
| Section | Contents |
|---|---|
| Dashboard | Main overview and widgets |
| Schedule | Scheduling management |
| Time | Time and attendance |
| Team | Employee directory and management |
| Analytics | Reports and insights |
| Messages | Team communication |
| Settings | Organization configuration |
Quick Actions
From any page, access quick actions:
- + Create - New shift, announcement, or user
- Search - Find employees, schedules, or reports
- Notifications - View alerts and updates
- Help - Access documentation and support
Multi-Location Support
For organizations with multiple locations:
Location Switching
- Click the location selector in the header
- Choose a specific location or "All Locations"
- All data updates to reflect your selection
Location Groups
Create groups for regional management:
- Go to Settings > Locations > Groups
- Click Create Group
- Name the group and add locations
- Use groups for filtering and reporting
Mobile Access
Platform Portal is fully responsive:
- Access from any device browser
- Optimized layouts for tablets
- Mobile-friendly dashboards
- Touch-optimized controls
Data Security
Your data is protected by end-to-end encryption, role-based access control, comprehensive audit logging, and SOC 2 compliance. All data is backed up regularly with full disaster recovery capabilities.
Next Steps
- Dashboard Guide - Learn to customize your view
- Analytics Deep Dive - Master data insights
- Reporting Guide - Generate and schedule reports
- Settings Configuration - Set up your organization