Skip to main content

Quick Start

This guide walks you through the essentials from first login: customizing your homepage canvas, receiving critical platform notifications, and tuning personal account preferences.

Prerequisites​

  • You have received formal BK-Lite platform credentials and an initial password from your platform administrator.
  • The system administrator has completed your identity registration and provisioned you with specific application roles (e.g., Monitoring, OpsPilot) with view permissions.

Step-by-Step Guide​

1. First Login and Card Customization​

Initial setup actions when entering the portal with valid credentials.

  1. After authenticating on the login page, if your account is still in the default visitor group (OpsPilotGuest), the system triggers a mandatory onboarding dialog that cannot be dismissed. Enter your target organization name and confirm. The backend validates your identity, migrates you to the specified organization, and prevents future onboarding triggers.
  2. Post-initialization, the homepage displays "application cards" filtered by your permissions (e.g., "Basic Monitoring" or "CMDB"). Built-in app descriptions and tags automatically localize based on your language preference.
  3. After page load completes, click the "Customize" button (unavailable while loading).
  4. In the customization panel, pinned apps support drag-reordering—move high-frequency apps to the top. Add new apps by clicking the plus icon in the "Available Apps" section, or remove apps by clicking the X on pinned entries. Click "Save" to persist changes.

2. Account and Preference Management​

Verify notifications route to the correct mailbox and maintain timezone consistency across regions.

  1. Click your profile avatar (upper right), then select "Personal Information" from the dropdown.
  2. For cross-timezone collaboration, adjust "Language" and "Timezone" here. All log and alert timestamps will reflect your local time after changes.
  3. To rebind email, click "Change Email" and enter the new address. The system sends a 6-digit verification code (10-minute expiry, single-use). Check the code, enter it, and confirm to complete rebinding. Note: the same target mailbox can only request a new code once per 60-second window.

3. Password Policy Compliance​

Update weak passwords per audit requirements or routine security hygiene.

  1. In the "Security Management" section of Personal Information, click "Change Password."
  2. Follow the dynamic "security policy requirements" displayed (e.g., minimum 12 characters, special characters + mixed-case letters).
  3. Save and re-authenticate at next login.

Verification and Closure​

After setup, validate your changes during daily work:

  1. Refresh the Console homepage and confirm: your configured priority apps appear first in your viewport, and irrelevant cards are filtered from view.
  2. Click any app to launch it. Use the top-left icon to jump back to the Console "control center."
  3. When the notification bell (top center) shows a red badge with unread count—refreshing every 30 seconds—click it to open "Notification Center." The default "Unread" tab surfaces pending items; switch to "All" for historical messages. Click a message to auto-mark it read. For batch processing, click "Mark All Read" (affects only your view, not colleagues'). Soft-delete unwanted messages via the X icon to remove them from your feed.