---
description: User portal guide covering assets, collections, resources, sharing, knowledge, prompts, and activity tracking with screenshots.
---

# User Portal

The user portal is the day-to-day interface for analysts, engineers, and other data consumers. It provides access to AI-generated assets, curated collections, managed resources, shared content, knowledge capture, prompt templates, and personal activity analytics.

The sidebar is divided into **User** pages (described here) and **Admin** pages (see [Admin Portal](admin-portal.md)).

## Activity

The Activity page shows your personal tool usage analytics across configurable time ranges (1h, 6h, 24h, 7d).

![Activity](../images/screenshots/light/user-activity-light.webp#only-light)![Activity](../images/screenshots/dark/user-activity-dark.webp#only-dark)

The page includes:

- **Summary cards** — Total calls, average duration, and tools used in the selected window
- **My Activity chart** — Timeseries of your tool call volume (green) with errors highlighted (red)
- **Top Tools** — Horizontal bar chart of your most-used tools

## Assets

The Assets page displays interactive dashboards, reports, and visualizations generated by AI agents during sessions. Assets are saved via the `save_artifact` tool and support multiple content types.

![My Assets](../images/screenshots/light/user-my-assets-light.webp#only-light)![My Assets](../images/screenshots/dark/user-my-assets-dark.webp#only-dark)

Features:

- **Search** — Full-text search by name or description
- **Filters** — Content type dropdown (HTML, JSX, SVG, Markdown, CSV) and tag filter
- **View toggle** — Switch between grid (card thumbnails) and table view; preference persisted to localStorage
- **Grid cards** — 4:3 thumbnail previews with content type icon, tags, collection badges, file size, and sharing indicators
- **Table rows** — Sortable columns for name, type, tags, collections, size, sharing, and creation date

### Asset Viewer

Click any asset to open the full-screen viewer. The viewer renders content natively based on type — HTML and JSX as interactive components, SVG as vector graphics, Markdown with full formatting, and CSV as sortable tables.

![Asset Viewer — HTML](../images/screenshots/light/user-asset-html-light.webp#only-light)![Asset Viewer — HTML](../images/screenshots/dark/user-asset-html-dark.webp#only-dark)

The viewer provides:

- **Preview / Source toggle** — Switch between rendered output and raw source code
- **Actions** — Delete, Download, and Share buttons
- **Owner display** — Shows the asset owner's email address

All content types are rendered inline:

=== "HTML"

    Interactive dashboards with KPI cards, charts, and tables rendered as live HTML.

    ![HTML Asset](../images/screenshots/light/user-asset-html-light.webp#only-light)![HTML Asset](../images/screenshots/dark/user-asset-html-dark.webp#only-dark)

=== "JSX"

    React components rendered with live state and interactivity (tabbed views, filters).

    ![JSX Asset](../images/screenshots/light/user-asset-jsx-light.webp#only-light)![JSX Asset](../images/screenshots/dark/user-asset-jsx-dark.webp#only-dark)

=== "SVG"

    Vector graphics — charts, diagrams, and data visualizations rendered at full resolution.

    ![SVG Asset](../images/screenshots/light/user-asset-svg-light.webp#only-light)![SVG Asset](../images/screenshots/dark/user-asset-svg-dark.webp#only-dark)

=== "Markdown"

    Formatted text with headings, tables, lists, code blocks, and mermaid diagrams.

    ![Markdown Asset](../images/screenshots/light/user-asset-markdown-light.webp#only-light)![Markdown Asset](../images/screenshots/dark/user-asset-markdown-dark.webp#only-dark)

=== "CSV"

    Tabular data rendered as a sortable, searchable table.

    ![CSV Asset](../images/screenshots/light/user-asset-csv-light.webp#only-light)![CSV Asset](../images/screenshots/dark/user-asset-csv-dark.webp#only-dark)

## Collections

Collections let you organize related assets into curated, shareable groups with rich descriptions and ordered sections.

![Collections](../images/screenshots/light/user-collections-light.webp#only-light)![Collections](../images/screenshots/dark/user-collections-dark.webp#only-dark)

The collections list shows:

- **Search** — Filter collections by name or description
- **New Collection** button — Creates a collection and opens the editor
- **View toggle** — Grid or table view
- **Grid cards** — Thumbnail mosaic of contained assets, collection name, description, tags, sharing indicators, and creation date

### Viewing a Collection

Click a collection to open the viewer, which renders the full collection with sections, markdown descriptions, and asset cards.

![Collection Viewer](../images/screenshots/light/user-collection-view-light.webp#only-light)![Collection Viewer](../images/screenshots/dark/user-collection-view-dark.webp#only-dark)

- **Section navigation** — Each section has a title, markdown description, and ordered asset list
- **Asset cards** — Thumbnail previews with name, description, content type badge, and file size
- **Thumbnail size** — Configurable per collection (Large, Medium, Small, None) via Settings
- **Actions** — Back, Edit, Share, and Delete

Click any asset card to open it in the asset viewer:

![Collection Asset](../images/screenshots/light/user-collection-asset-light.webp#only-light)![Collection Asset](../images/screenshots/dark/user-collection-asset-dark.webp#only-dark)

### Sharing Collections

Collections use the same sharing system as individual assets:

- **Public links** — Time-limited anonymous access via token URL
- **User shares** — Share with specific email addresses with Viewer or Editor permission
- **Share management** — View active shares, copy public links, revoke access

## Resources

Resources are human-uploaded reference materials — SQL templates, runbooks, checklists, and brand assets — that AI agents can access during sessions via the MCP `resources/read` protocol.

![Resources](../images/screenshots/light/user-resources-light.webp#only-light)![Resources](../images/screenshots/dark/user-resources-dark.webp#only-dark)

The Resources page provides:

- **Scope tabs** — My Resources, admin, and Global tabs for filtering by visibility scope
- **Search and filter** — Text search and category dropdown
- **Upload** button — Upload new resources with name, description, category, and tags
- **Resource table** — Name, category, MIME type, tags, file size, uploader email, and last updated date
- **Delete** — Trash icon to remove owned resources

## Shared With Me

The Shared With Me page shows assets and collections that other users have shared with you.

![Shared With Me](../images/screenshots/light/user-shared-light.webp#only-light)![Shared With Me](../images/screenshots/dark/user-shared-dark.webp#only-dark)

Two tabs:

- **Assets** — Shared assets displayed in grid or table view with content type badges, tags, sharer name, permission level (Viewer/Editor), file size, and share date
- **Collections** — Shared collections with name, description, sharer, access level, and share date

Click any shared asset to open it in the viewer:

![Shared Asset](../images/screenshots/light/user-shared-asset-light.webp#only-light)![Shared Asset](../images/screenshots/dark/user-shared-asset-dark.webp#only-dark)

## Knowledge & Memory

The Knowledge & Memory page tracks what the platform has learned from your sessions. Knowledge items go through admin review before reaching the catalog. Memory records persist your corrections and preferences across sessions.

![My Knowledge](../images/screenshots/light/user-my-knowledge-light.webp#only-light)![My Knowledge](../images/screenshots/dark/user-my-knowledge-dark.webp#only-dark)

Two tabs:

### Knowledge

- **Summary cards** — Total insights, pending, approved, and applied counts
- **Status filters** — All, Pending, Approved, Applied, Rejected
- **Insight cards** — Category badge, status badge, creation date, insight text (rendered as markdown), linked entity URNs, and review notes
- **Pagination** — 20 items per page

### Memory

- **Summary cards** — Total memories, active, stale, and dimension count
- **Filters** — Status (All, Active, Stale, Archived) and dimension dropdown
- **Memory cards** — Dimension, category, status, content (rendered as markdown), entity URN links, and stale reason if applicable

See [Knowledge Capture](../knowledge/overview.md) and [Memory Layer](../memory/overview.md) for how these are created during sessions.

## Prompts

Prompts are reusable templates that guide AI agent behavior. Users can create personal prompts and browse available global and persona-scoped prompts.

![Prompts](../images/screenshots/light/user-prompts-light.webp#only-light)![Prompts](../images/screenshots/dark/user-prompts-dark.webp#only-dark)

Two tabs:

- **Personal** — Your own prompts with create, edit, and delete actions
- **Available** — Global and persona-scoped prompts you can view and use

Features:

- **Search** — Full-text search across name, display name, and description
- **Sortable columns** — Name, scope, description, category
- **Expandable rows** — Click the chevron to see the full prompt content, arguments, and copy-to-clipboard button
- **Scope badges** — Personal (gray), Global (blue), Persona (purple), System (amber)
- **New Prompt** — Create prompts with name, display name, description, content (supports `{arg}` placeholders), and category
