Your workspace
After signing in to the customer portal, RebelCore opens Home. The side menu contains the pages available to your account.
Agent-only users do not open the portal. They go directly to RebelCore Agent.
Header
The header includes:
- The RebelCore logo, which returns to Home.
- The Data Residency badge, where available.
- Notifications and other account controls available to your role.
- Your initials, which open support and sign-out actions.
Side menu
The menu is grouped by purpose. You see only the groups and pages available to your account.
| Group | Pages you may see | Purpose |
|---|---|---|
| Workspace | Home, Datasets, Projects | Import, organise, and work with data. |
| Transparency | HITL, Audit, Activity | Review flagged Agent work and administrative records. |
| Privacy | Data Residency | Check the organisation’s assigned region. |
| Risk | Compliance | Review governance and compliance information. |
| Accountability | Users, Roles | Administer people and access. |
| Security | Login Activity | Review account sign-ins. |
| Configuration | Customer Settings | Configure organisation-level options. |
If a guide mentions a page you cannot see, your account probably does not have the required permission. Ask your Customer Super Admin to review your role.
Home
Home provides shortcuts based on the work your role permits. Use it to continue common tasks without searching through the menu.
Start with data
For a new organisation:
- Open Datasets.
- Open Add Data and add tabular data, source documents, or both.
- Review RebelCore’s classification and choose the LLM exposure.
- Build the module when tabular data is present; document-only modules skip Module Builder.
- Create a project with the resulting module.
- Open a tabular or mixed project in Tree, or open a file-only project directly in Agent.
See Importing data for the complete workflow.
Continue existing work
- Open Datasets to inspect modules, continue an import, or review source-file vectorisation.
- Open Projects to enter an existing project. File-only projects open in Agent; tabular and mixed projects open in Tree.
- Open RebelCore Agent from an authorised project action or use your organisation’s Agent address.
- Open Audit or Activity when an administrative review is required.
Agent access
Users with Access Agent can open RebelCore Agent from authorised launch actions. A user whose role contains only Agent access is routed directly to Agent after sign-in and does not receive portal navigation.
See Login & access workflows for the complete flow.