Login and Navigation
Learn how to log in and navigate the platform effectively
Overview
Logging into Intain Markets and navigating the platform is straightforward and role-focused. The platform automatically presents relevant information and appropriateactions based on your role, making it easy to find what you need and focus on yourresponsibilities.
How to Navigate the Platform
Login Process - Enter your credentials (username and password) on the loginpage. Select your role from those you have registered, and click submit. Theplatform presents a dashboard tailored to your selected role.
Role Selection - If your account has multiple roles, select which role to use for thissession. You can only use one role per session, but you can log out and log back inwith a different role if needed.
Dashboard Access - After logging in, you'll see a dashboard showing itemsrelevant to your role—pools you've created or are involved with, pending actions,recent activity, and items in various statuses.
Main Navigation - A left-side expandable navigation section contains tabs forPools, Loan Registry, Credit Facility, Whole Loan, Securitization, and other sections.These navigation tabs are available throughout the platform and help you movebetween different areas.
Search and Filter - Search and filter capabilities help you find specific items byname, status, or other criteria.
What You Will See
Login Page - When you access the platform, you'll see the login page where youenter your credentials to access your account.
Intain Markets Login Page
Your Dashboard - After login, you'll see a dashboard showing items relevant toyour role. As an issuer, you'll see pools you've created. As a market maker, you'llsee pools shared with you. As an investor, you'll see pools shared with you. Thedashboard helps you quickly see what needs your attention and provides anoverview of your activities.
Dashboard - Investor View
Dashboard - Market Maker View
Dashboard Notifications - The dashboard includes notifications and alerts foritems requiring your attention. You can click on notifications to view details in thecontext panel, which appears as a right drawer with relevant information.
Dashboard Notification Panel
Filtered Lists - When you navigate to sections like Pools or Credit Facilities, you'llsee lists automatically filtered for your role. You won't see items where you don'thave a role or that aren't shared with you. This filtering happens automatically—youdon't need to manually filter. This automatic filtering ensures you only see relevantitems.
Role-Appropriate Actions - Action buttons throughout the platform areautomatically enabled or disabled based on your role and the item's status. You'llonly see actions you can actually take. Disabled buttons typically show tooltipsexplaining why they're disabled. This role-based action availability ensures you canonly take actions that are appropriate for your role.
Notifications - The platform may show notifications about items requiring yourattention, status changes, approvals needed, or other important updates. Thesenotifications help you stay informed about relevant activities and ensure you don'tmiss important updates or actions that require your attention.
Search and Filter Options - The platform provides search and filter capabilities tohelp you find specific items. You can search by name, filter by status, or use othercriteria to locate items quickly. These tools help you find items efficiently, especiallywhen dealing with large numbers of items.
Helpful Tips
Select the Correct Role - Select the role that matches what you want to do. Ifyou're creating pools, use the Issuer role. If you're reviewing shared pools, use theInvestor role.
Check Your Dashboard First - Your dashboard shows items requiring your attentionand recent activity. Check it regularly to stay on top of pending actions.
Use Navigation Menus - The main navigation menus organize features logically.Use them to move between different sections efficiently.
Look for Tooltips - When actions are disabled, hover over buttons or check tooltipsto see why they're disabled.
Check Notifications - Notifications alert you to important updates, pending actions,or items requiring your attention. Check them regularly.
Use Search When Needed - Use the search functionality rather than scrollingthrough long lists to find specific items quickly.
Understand Role-Based Views - You only see items
relevant to your role. If you can't find something, it might not be shared with
you or you might need a different role.
Multiple Roles - If you have multiple roles, switch
between them by logging out andlogging back in with a different role.
Action Availability - Action buttons are enabled or
disabled based on both yourrole and the item's status. Check both to understand
why an action isn't available.
Use Filters Effectively - Use filters to narrow down
items by status, date, or othercriteria when viewing lists.
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