Using the Nakisa Product Center

The Nakisa Product Center provides a centralized location to navigate across Nakisa products, resume recent work, and manage internal documents or links. It is accessible from the main menu of any Nakisa application.

The Nakisa Product Center includes three main tabs:

Nakisa Products: Access to products you have access to, along with other key Nakisa resources.
Quick Access: View and manage recently accessed items and favorites.
Documents & Links: Upload or share reference documents or links.

Quick Access

The Quick Access section helps you resume your work quickly by providing a centralized view of recently viewed or modified objects across all your Nakisa products. It also displays any items you may have marked as favorites, such as contracts, locations, or org chart details.

To manage quick access:

Open the Nakisa Product Center from the main menu of your product and click on the Quick Access tab.
By default the all recently viewed and modified objects are displayed.
Click a row to open the object in a new tab in the original application.
Use the context menu to add objects to Favorites or remove them from the list.
Navigate to the Favorites tab to view all pinned objects.

Documents & Links

The Documents & Links section in the Product Center allows you to upload and organize documents or external links in a central location. Documents can be kept private for your personal use or made public and shared access your organization (if you have the required role).

To add a documents and links:

Open the Nakisa Product Center from the main menu of your product and click on the Documents & Links tab.
Click the plus (+) button to add a new document or link.
To add a document: Enter the document Name and upload the file
To add a link: Click on the Link tab, then add the Name, Description, and URL of the link
By default, documents and links are set to Private for your view. If you have the required role, you can set them to Public, making them visible to your entire organization.
Click Add to save the document or link.
The document or link is displayed on the page. Clicking a link will open in a new tab, while clicking a document will trigger the document download.
If needed, use the Actions column to Edit, Delete, or Add to Favorites.