Interface and Navigation

This chapter explains how the Pantarey interface is structured and highlights the most important areas for daily work.

Pantarey is entirely web-based and accessed through a modern browser. After opening your personal URL ([YourCompany].pantarey.io), sign in with your username and password.

ℹ️ Note: You will receive your credentials by email after an administrator creates your user account.

Main areas of the application

After signing in, Pantarey is organized into the following main areas:

Area	Description
Overview	Landing area for users: start processes and work on tasks.
Database	Manage and maintain structured data.
Data analysis	Query and evaluate stored data.
Process Explorer	Trace and monitor process runs.
Templates	Import and manage predefined processes and data structures.
Process Designer	Create and edit processes.
Data Designer	Create and adjust data models.
Administration	Manage users, groups, and permissions.
Settings and logout	Personalize the interface and sign out.

Note: Permissions configured in Administration control which areas are visible or hidden for each user.

Overview

The Overview contains all key features for daily work:

Start processes: Choose from available entry points (e.g., “Submit vacation request”).
Work on tasks: See your current process tasks, including grouping and filtering options (e.g., “Approve all vacation requests”).
Permissions: Only the processes and tasks relevant to you are displayed.

Database

Use the Database area to manage structured information.

Choose a category based on existing data structures.
View records in a structured list (similar to a folder layout).
Create, edit, and delete records through automatically generated forms.

Data analysis

The Data analysis section lets you query stored data with SQL (Trino).

Tables are generated automatically based on the defined data structures.
Saved queries can feed reports or control processes.

ℹ️ Note: You do not need expertise in a specific SQL dialect or database platform.

Process Explorer

In the Process Explorer you can inspect all running and completed processes.

Overview of process models and their instances.
Status control: completed successfully or with errors.
Support for troubleshooting if a process does not finish correctly.

Templates

The Templates area allows you to:

Select and import ready-made processes and data structures (e.g., “Vacation request”).
Manage templates you have already imported.
Automatically update templates when new versions are available.

Process Designer

The Process Designer is the central tool for designers and administrators:

Create processes in BPMN notation.
Adjust and deploy existing processes.
Manage all processes on the platform.

Learn more in the chapter Create processes.

Data Designer

Use the Data Designer to define the structures that underpin data management and forms.

Model data schema (e.g., invoices, vacation requests).
Automatically generate input forms and database tables.
Connect closely with processes: processes access these data models.

Learn more in the chapter Create data structures.

Administration

The Administration area includes:

Create, edit, and delete users.
Manage user groups and their permissions.

Settings and logout

Within Settings you can:

Adjust Pantarey’s color scheme and appearance.
Change personal options such as notification preferences.

Use Logout to sign out securely.

Summary

Pantarey offers a structured, intuitive interface that enables both new and experienced users to work efficiently.