How the portal is organised

The menu is the same for every team member. Which buttons you see on a page depends on your role. What each role can do is described in Team members and roles.

The menu

On a computer the menu is on the left. The table shows what you find under each item.

With Collapse at the bottom of the menu, only the icons remain. On a phone or in a narrow window the menu is at the bottom, with Overview, Gateways, Alerts and More for the rest.

Overview

Overview shows on one screen whether anything needs attention. At the top it says whether everything works, how many gateways are offline and how many alerts need attention. The table shows the blocks below it on a computer, from top to bottom.

An alert counts as active until it is resolved, even if it has already been acknowledged. How that works is described in How alerts work. Click a gateway in the list to open the gateway page.

On a phone or in a narrow window, Overview shows tiles with key figures and Recent activity below them, without the list of gateways.

If your organisation has no gateway yet, Overview shows the message No gateways yet with the button Add gateway. Users who can only read do not see that button.

The top bar

The top bar is above every page. The table shows what it contains, from left to right.

On a phone, Guides and Dark theme or Light theme are in the menu under your initials. Search is not available there. You choose the language of emails about your account separately in Preferred language. How to do that is described in Set up your organisation and profile.

Search with Ctrl K

Ctrl K opens the search window on every page, on a Mac Cmd K. Type part of a name, serial number or place. Every word you type must appear in the result.

The results are grouped for gateways, customers, Modbus devices, pages and guides. You can also find a gateway by the name or place of its customer. You can also find a Modbus device by the name or serial number of its gateway. Choose a result to open it.

Play a guide

A guide is a short animation that moves through the screens of the portal, with a short text at each step. Users who can only read see only the guides View values and charts and Handle an alarm.

1. Open the guides menu

   In the top bar, click Guides.

2. Choose a guide

   Choose a guide for this page. If it is not listed, choose All guides and find it in the list.

3. Go through the steps

   Click Next or use the arrow keys.

4. Try it yourself

   If you want to do it yourself right away, click Try it yourself after the last step. The portal opens the page where you start.

Gateways on the fleet map

Fleet Map places every gateway at the address of its customer. Filter the pins with All statuses and All customers above the map. Click a pin to see the status, the customer, the Modbus devices and the active alerts of that gateway on the right. The button Open gateway is there too.

The colour of a pin follows the status and the alerts of the gateway.

Send feedback

On a computer there is a round button with a speech bubble at the bottom right. Use it to report an error or to send ModbusCloud an idea or question about the portal. How to send a message with a screenshot is described in Get help.

If the button is in the way, drag it aside. This browser remembers the new position. On a phone or in a narrow window the button is not available.