Learn the portal, one task at a time.

3 min

Sign in to the portal

Sign in with your work email and a password or an emailed link, enter your two-factor code, and get back in if you forget your password.

3 min7 stepsSensolytica staff, Admin, Operator, Maker

3 min

Turn on two-factor sign-in

Pair an authenticator app with your account so a stolen password is not enough to sign in as you, then sign in with a code.

3 min5 stepsSensolytica staff, Admin, Operator, Maker

2 min

Accept an invitation to an organisation

Review an invitation to another organisation, see what it will know about you, and accept or decline it.

2 min5 stepsAdmin, Operator, Maker

2 min

Choose and switch organisations

Pick where to start after sign in, switch organisation from the top bar, and set your default.

2 min5 stepsAdmin, Operator

2 min

Work through the getting started checklist

Use the getting started checklist to set up a new organisation before the first capture counts.

2 min5 stepsAdmin, Sensolytica staff

2 min

Read the dashboard

See what happened today, what needs a person and whether every unit is working, in a few seconds.

2 min5 stepsAdmin, Operator, Sensolytica staff

2 min

Manage your account

Set your name and picture, change your password and see where you are signed in.

2 min4 stepsSensolytica staff, Admin, Operator, Maker

2 min

Search and notifications

Find a vessel, capture or node from the top bar, and keep up with what needs your attention.

2 min5 stepsAdmin, Operator, Sensolytica staff

1 min

Reset a forgotten password

Ask for a reset link from the sign-in page, then find it in your inbox or send it again.

1 min4 stepsSensolytica staff, Admin, Operator, Maker

2 min

Choose a new password

Set a new password on the page the reset link or an invitation opens, with its two rules checked as you type.

2 min4 stepsSensolytica staff, Admin, Operator, Maker

1 min

When an emailed link has expired

What the portal shows when a sign-in, reset or invitation link has been used or has expired, and how to get a new one.

1 min3 stepsSensolytica staff, Admin, Operator, Maker

1 min

Set up the platform for the first time

Make the owner account on a new Sensolytica platform: the first account becomes the super admin and the page then closes for good.

1 min4 stepsSensolytica staff

2 min

Read the legal pages

Find the privacy notice, terms, cookie policy and data protection pages, and see which parts are still drafts.

2 min4 stepsSensolytica staff, Admin, Operator, Maker

2 min

Start your DPIA from the template

Open the data protection impact assessment template, see what Sensolytica has filled in and what your authority judges, and take it into your own documents.

2 min4 stepsAdmin

1 min

Hand the brief to your solicitor

Read the brief that tells a solicitor what the system does, which documents exist and the questions to settle before go-live.

1 min3 stepsAdmin, Sensolytica staff

1 min

Hide or show the getting started checklist

Take the getting started checklist off the dashboard, and bring it back from Settings.

1 min3 stepsAdmin

1 min

Decline an invitation

Say no to an invitation to another organisation, so the admin who sent it knows and nothing else is shared.

1 min3 stepsAdmin, Operator, Maker

1 min

Set your default organisation

Choose which of your organisations opens first after you sign in.

1 min2 stepsAdmin, Operator, Maker

2 min

Leave an organisation

Leave an organisation you no longer work with, see what you lose and what stays, and confirm by typing its name.

2 min3 stepsAdmin, Operator, Maker

Film coming

Change your name and picture

Save the name that goes on every decision you make, and add a profile picture.

2 min4 stepsSensolytica staff, Admin, Operator, Maker

1 min

Change your password

Change your password while you are signed in, which signs you out of every other session.

1 min3 stepsSensolytica staff, Admin, Operator, Maker

1 min

Turn off two-factor sign-in

Remove your authenticator app when you change phones, then pair the new one straight away.

1 min3 stepsSensolytica staff, Admin, Operator, Maker

1 min

Look a word up in the glossary

Find what a word means in the portal, by searching or by category, and jump to where it is used.

1 min4 stepsAdmin, Operator, Maker, Sensolytica staff

2 min

The record and its filters

Find any capture on the record by verdict, node, date or registration, and share the view as a link.

2 min6 stepsOperator, Admin

3 min

A capture and its objects

Read one capture: its frames, every object in frame with its own verdict, the other sources at that moment and the seal.

3 min6 stepsOperator, Admin

2 min

Change a verdict

Change one object's verdict on purpose, with a reason that goes into the audit trail and leaves the seal untouched.

2 min5 stepsOperator, Admin

2 min

Make an evidence pack

Lay one capture out as an A4 evidence pack with its frames, readings and seal, ready to print or save as a PDF.

2 min5 stepsOperator, Admin

2 min

Export the record with its seals

Take a defined slice of the record out as CSV, JSON or a zip with frames, with the seals so whoever receives it can check it.

2 min5 stepsAdmin

3 min

Import a CSV log

Bring in a CSV from an electric outboard's own app, check every reading against the quality levels and seal it on import.

3 min6 stepsAdmin

2 min

Work through the review queue

Decide each object waiting in Moderation, in the order it is due, with every source's speed side by side.

2 min6 stepsOperator, Admin

2 min

Matching: confirm or rule out a candidate

Join an uncertain reading to the right vessel, ruling out the candidates that do not fit.

2 min5 stepsOperator, Admin

2 min

Matching: create a new record or dismiss

Start a new provisional record when no candidate fits, or dismiss a reading that should not join any record.

2 min5 stepsOperator, Admin

2 min

Actions and who owns them

See everything the record has led to, each with a named owner, mark your own work done and add a new action.

2 min7 stepsOperator, Admin

2 min

The map

See where every node and zone is, what is moving now, and today's passes at each place.

2 min4 stepsOperator, Admin

2 min

Move the radar reading to another object

When a capture holds several objects and the radar speed belongs to a different one, move it, so each object is judged on its own speed.

2 min4 stepsOperator, Admin

2 min

Take a reading off the wrong record

When the frames show a different boat from the record the reading joined, move it to a new provisional record from the review item.

2 min4 stepsOperator, Admin

1 min

Leave an item in review

When the sources disagree and you cannot decide yet, leave the item open for someone else with a note of why.

1 min3 stepsOperator, Admin

2 min

Undo a review decision

Put a decision you just made back in the queue, from the next item or from the decided item itself.

2 min3 stepsOperator, Admin

1 min

Undo a match

Take a reading back off the record you just joined it to, and put it back in the Matching queue.

1 min3 stepsOperator, Admin

2 min

Set the matching thresholds

Choose the confidence at which a reading joins a record on its own, when it waits for a person, and when a close rival makes it wait.

2 min4 stepsAdmin

2 min

Withdraw and restore an import

Find a CSV import, take its readings out of every timeline with a reason, put them back, and download the original file.

2 min4 stepsAdmin

2 min

Export as JSON or a zip with frames

Take a slice of the record out as JSON for another system, or as a zip with every key frame, with its seals.

2 min4 stepsAdmin

1 min

Export chosen captures

Tick the captures you want on the record and save just those as a CSV, or save the whole filtered view.

1 min3 stepsOperator, Admin

2 min

Vessel and vehicle records

Find a vessel or vehicle and read its one record, joining every shore node pass, its drive unit and AIS.

2 min6 stepsAdmin, Operator

2 min

Edit and confirm an identity

Describe a vehicle or vessel so a colleague could pick it out, and confirm a provisional identity.

2 min7 stepsAdmin, Operator

2 min

Read a record’s history

Follow every reading on a vessel’s record and every change to which readings belong to it.

2 min5 stepsAdmin, Operator

3 min

Merge and split records

Join two records of the same vessel or vehicle, undo it if needed, and split off readings that belong to another.

3 min7 stepsAdmin, Operator

1 min

Print vessel and vehicle tags

Print weatherproof tags with a code that opens the record for people at your organisation.

1 min3 stepsAdmin, Operator

2 min

Zones and limits

See where each limit applies and how each zone keeps to it, and change a limit with when it takes effect.

2 min6 stepsAdmin, Operator

2 min

Build a report

Choose a kind, a zone and a period, see what the report will hold, then make it from sealed records.

2 min5 stepsAdmin, Operator

2 min

Read a compliance report

Read how a zone kept to its limit over a period, add notes for the committee and print it.

2 min5 stepsAdmin, Operator

2 min

Make a drive health report

Report on one drive, your fleet or a drive shared with you: run time, energy, current, temperatures, cell balance, alerts and data quality.

2 min6 stepsAdmin, Operator

2 min

Create a zone

Add a zone at one of your sites with its radius and its limit, so the nodes deployed there judge captures against it.

2 min4 stepsAdmin

2 min

Change the shape of a zone

Edit the points of a drawn zone, or go back to a radius ring, so every map shows where the limit really applies.

2 min3 stepsAdmin

1 min

Delete a zone

Take away a zone you no longer use. A zone with captures is archived instead, so the record keeps its history.

1 min3 stepsAdmin

1 min

Export a vessel's readings

Save every reading on one vessel's record that you may see, with its seals, as a CSV.

1 min2 stepsAdmin, Operator

2 min

Shore nodes

See every shore node, where it is and whether it is working, with the ones that need a visit first.

2 min5 stepsAdmin, Operator

3 min

Add a shore node

Register a new shore node, save its key and watch it connect, in four steps.

3 min7 stepsAdmin

1 min

Print node labels

Print the enclosure, battery box and pole labels for a shore node on one weatherproof sheet.

1 min3 stepsAdmin, Operator

2 min

Node maintenance

Read a node’s next visit note, put it into maintenance while you work on it, and return it to service.

2 min5 stepsAdmin

2 min

Node deployments

End a node’s deployment at one site and book it at another, so its captures are judged against the right limit.

2 min4 stepsAdmin

3 min

Pair a drive unit

Link a drive unit to a vessel, say which electric outboard it reads, and check that it reports.

3 min7 stepsAdmin

2 min

Drive unit health

Read what a drive unit reports now, how good its readings are, and its faults and limits.

2 min6 stepsAdmin, Operator

2 min

Cells and probes

Check a drive’s temperature probes and battery cells against the thresholds that apply to it.

2 min5 stepsAdmin, Operator

2 min

Sealed batches

Check that a drive unit’s readings have not changed since they were sealed at source.

2 min5 stepsAdmin, Operator

1 min

Rotate a unit key

Give a drive unit a new device key when it is replaced or its key may have been exposed.

1 min3 stepsAdmin

2 min

Acknowledge a drive alert

Open a drive alert, see what crossed and what to check, and put your name on it.

2 min5 stepsAdmin, Operator

2 min

Close and reopen a drive alert

Close a drive alert with an outcome and a note, and reopen it with a reason if it comes back.

2 min4 stepsAdmin, Operator

2 min

Alert rules

Choose which events tell your team, who is told, and whether by email or in the portal.

2 min5 stepsAdmin

2 min

Drive health thresholds

Tighten a drive health threshold for one fleet group, within the maker’s limits.

2 min5 stepsAdmin

2 min

Update a node's details and photo

Keep a shore node's serial, mount, position and installation notes up to date, and add a photo of how it is fitted, for the next engineer.

2 min4 stepsAdmin

1 min

Hold a firmware update on a node

Keep a node on the firmware it runs while someone is on site or the pole is down.

1 min2 stepsAdmin

1 min

Cancel a booked move

Take a booked deployment off a node's plan before it starts.

1 min2 stepsAdmin

1 min

Unpair a drive unit

Unlink a drive unit from a vessel when the outboard is sold or the unit moves to another boat.

1 min2 stepsAdmin

1 min

Export the drive unit list

Filter the drive units and save the list as a CSV for a service round or an insurer.

1 min2 stepsAdmin, Operator

1 min

Remove a threshold override

Go back from your own drive health threshold to the maker's limit or the Sensolytica default.

1 min2 stepsAdmin

2 min

Set your organisation details

Keep the name, contact email, phone and address that head every evidence pack and report up to date.

2 min4 stepsAdmin

3 min

Set tracking rules and consent

Decide who may track the organisation’s own vehicles and boats, with whose consent, when, and how long trips are kept.

3 min6 stepsAdmin

3 min

Record a parent or guardian’s consent

Require a parent or guardian’s consent for under 18s, and record one that was given on paper.

3 min6 stepsAdmin

1 min

Revoke a member’s phone

See which phones may send readings and revoke one that is lost, replaced or no longer needed.

1 min3 stepsAdmin

3 min

Request a data sharing agreement

Ask another organisation to share readings, or offer yours, with the narrowest scope, a stated purpose and an end date.

3 min6 stepsAdmin

2 min

Review and accept a sharing request

Read a request another organisation sent you, then accept it, limit it first, or decline.

2 min4 stepsAdmin

2 min

Limit or end a sharing agreement

Narrow a running agreement by taking fields away or ending it sooner, or end it at once.

2 min4 stepsAdmin

2 min

Check and withdraw a grant

See the narrow grants that open one unit or vessel to a maker, an owner or a maintenance job, and withdraw one you gave.

2 min3 stepsAdmin

2 min

Set data retention

Choose how long sealed records are kept and when passes within the limit lose what identifies them.

2 min4 stepsAdmin

2 min

Create and revoke an API key

Give another system read-only access to your record with a key you can revoke at any time.

2 min4 stepsAdmin

2 min

Check the on-site agent

See what the on-site agent does, whether it is reporting in, its recent runs and the briefs it has written.

2 min4 stepsAdmin

2 min

Tune an agent prompt

Change what the on-site agent is told for one task, compare it with the platform template, and save your version.

2 min4 stepsAdmin

2 min

Invite a colleague

Invite someone to your organisation with the smallest role that lets them do their job.

2 min5 stepsAdmin

2 min

Change a role or remove access

See what each role can do, change a person’s role, and remove someone who no longer needs access.

2 min4 stepsAdmin

2 min

Check billing and invoices

See your plan and next invoice, how you pay, and open, print or pay an invoice.

2 min4 stepsAdmin

2 min

Ask Sensolytica for help

Raise a support request, say how soon you need an answer, and follow it against our promise.

2 min4 stepsAdmin, Operator, Maker

2 min

Read the audit trail

See every decision a person made in your organisation, with their reason, and export it for an auditor.

2 min4 stepsAdmin

2 min

Read the activity log

Follow everything the platform and the fleet did, filter it to what matters and export it.

2 min4 stepsAdmin, Operator

2 min

Check your organisation's health

Read the organisation overview: its figures, the health check with what to fix first, and send a two-factor reminder from it.

2 min3 stepsAdmin

2 min

Read your organisation's analytics

See when breaches happen, by weekday and hour, how each zone keeps to its limit and what passes, and save the figures as a CSV.

2 min4 stepsAdmin

1 min

Resend or withdraw an invitation

Send an invitation again when it has gone astray, or withdraw one that should not be used.

1 min3 stepsAdmin

1 min

Remove someone from your organisation

Take away a person's access when they leave, keeping their decisions on the record under their name.

1 min2 stepsAdmin

2 min

Add or stop a tracked boat or vehicle

Let members' phones record trips on one more of the organisation's own boats or vehicles, and stop when it is no longer needed.

2 min3 stepsAdmin

1 min

Withdraw a member's consent

Stop a member's trips at once when they ask, or when they no longer drive or skipper for you.

1 min2 stepsAdmin

1 min

Decline a sharing request

Turn down a request from another organisation to share readings. They are told, and nothing is shared.

1 min2 stepsAdmin

1 min

End a sharing agreement

Stop a running agreement at once, so the other organisation no longer sees your readings.

1 min2 stepsAdmin

1 min

Withdraw a partner grant

Stop a maker seeing a unit's drive health, straight from the list of grants.

1 min2 stepsAdmin

1 min

Revoke an API key

Cut off a system that reads your record by revoking its key, when it is retired or the key may have leaked.

1 min2 stepsAdmin

2 min

Reset or pause an agent task

Go back to the platform template for one of the on-site agent's tasks, or pause the task for your organisation.

2 min3 stepsAdmin

1 min

Pay an invoice

Open an outstanding invoice, see how to pay it, and pay it on Stripe's hosted page.

1 min3 stepsAdmin

1 min

Reply to a support request

Follow a request you raised, read our replies and answer them.

1 min3 stepsAdmin, Operator, Maker

1 min

Mark a support request resolved

Close a request once the problem is fixed, and reopen it if it comes back.

1 min3 stepsAdmin, Operator, Maker

2 min

Export the audit trail and activity log

Save the decisions people made and what the platform did, filtered to what an auditor asked for, as CSV files.

2 min3 stepsAdmin

2 min

The platform overview

See what needs Sensolytica staff across every organisation, how the platform did over 30 days, and where to go next.

2 min6 stepsSensolytica staff

2 min

Enter an organisation as staff

Act inside an organisation as Sensolytica staff with a recorded reason, then leave it again.

2 min7 stepsSensolytica staff

2 min

The central record

Find a vessel or vehicle across every organisation, see every reading and who can see it, and check the staff access log.

2 min6 stepsSensolytica staff

2 min

Manage organisations

Find an organisation, check its health and fleet on its platform page, and create a new one.

2 min6 stepsSensolytica staff

2 min

Platform users

Find anyone with access across every organisation, change a person's role, and invite someone to the right organisation.

2 min6 stepsSensolytica staff

2 min

Firmware releases and rollouts

Roll a shore node release out to one organisation, follow the rollout and hold a unit while someone is on site.

2 min6 stepsSensolytica staff

2 min

The identity schema

Choose the fields that identify a vessel or a vehicle for every organisation, and who fills each one in.

2 min5 stepsSensolytica staff

1 min

The platform log

Search everything the platform and the fleet did across every organisation in the platform log, and export what you find.

1 min4 stepsSensolytica staff

2 min

Answer a support request

Take a request from the support queue, use the agent's suggested reply, and send it under your own name.

2 min6 stepsSensolytica staff

2 min

Agent templates

Check the agents reporting in, then change the template an agent task runs for every organisation.

2 min5 stepsSensolytica staff

1 min

Organisation versions of agent tasks

See which organisations run their own version of an agent task and compare it with the template.

1 min4 stepsSensolytica staff

2 min

Set up a new organisation and its first admin

Create a new customer organisation from the platform overview, then invite the admin who will run it.

2 min4 stepsSensolytica staff

3 min

Act inside an organisation as staff

Enter an organisation able to act, see what it looks like inside, change a setting for them, and find your visit in their audit trail.

3 min5 stepsSensolytica staff

1 min

See your recent staff visits

List the organisations you have entered as staff, when, and what is waiting there.

1 min2 stepsSensolytica staff

1 min

Remove someone from an organisation as staff

Take a person's access to one organisation away from the platform users list, leaving their other organisations alone.

1 min2 stepsSensolytica staff

1 min

Invite a Sensolytica colleague as super admin

Give a new Sensolytica colleague staff access, which sees and manages every organisation.

1 min2 stepsSensolytica staff

2 min

Split and undo on the central record

Split an organisation's record out of a central record when it is a different vessel, and undo it from the history.

2 min3 stepsSensolytica staff

2 min

Merge central records

Join a central record into the one it really is, across every organisation, with a reason.

2 min3 stepsSensolytica staff

2 min

Publish a firmware release

Add a shore node firmware image with its hash, ready to roll out.

2 min3 stepsSensolytica staff

1 min

Pause and carry on with a rollout

Stop new units starting an update while you look into a problem, then carry on.

1 min3 stepsSensolytica staff

1 min

Withdraw a firmware release

Stop a release being offered when it is found to be faulty, and publish it again if that was a mistake.

1 min2 stepsSensolytica staff

1 min

Turn off or remove an identity field

Stop collecting an identity field for every organisation, either for now or for good.

1 min2 stepsSensolytica staff

1 min

Export one organisation's platform log

Open the platform log filtered to one organisation from its platform page, and save it as a CSV.

1 min2 stepsSensolytica staff

2 min

Add a note and change a request's status

Leave an internal note on a support request for other staff, and change its status and priority.

2 min3 stepsSensolytica staff

2 min

Discard the agent's draft and reply yourself

Throw away a suggested reply that is wrong, write your own, and set the request resolved as you send it.

2 min3 stepsSensolytica staff

1 min

Pause an agent task for every organisation

Stop the on-site agent running one task for every organisation, and turn it on again.

1 min2 stepsSensolytica staff

2 min

Fitted units

See the drive units on your electric outboards that owners have chosen to share, with run time, faults and firmware for service planning.

2 min6 stepsMaker

3 min

A unit’s drive data

Open one shared drive unit to see its run time, time at rpm and current, controller temperatures and faults from the last 90 days.

3 min7 stepsMaker

2 min

Fleets that granted access

See which authorities and owners have granted you outboard data, how many units each covers, and how to ask for more.

2 min5 stepsMaker

1 min

Export fitted units for service planning

Save the shared drive units on your outboards, with run time, faults and firmware, as a CSV for the service team.

1 min2 stepsMaker

1 min

Ask for a grant from another fleet

Ask Sensolytica to arrange access to the drive units on your outboards in a fleet that has not granted it yet.

1 min2 stepsMaker