--- title: "Getting Started" slug: "signing-in" tags: ["Content Services"] updated: 2026-08-20T05:37:42Z published: 2026-08-20T05:37:42Z canonical: "kb.ctera.com/signing-in" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.ctera.com/llms.txt > Use this file to discover all available pages before exploring further. # Getting Started CTERA Content Services are managed via a web-based user interface and access is via single sign-on (SSO). ## Signing In 1. In a Web browser open `http://<server_name>` where, *server_name* is the name of any one of the content services server. The **Sign In** page is displayed. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-AH8YVNCU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) 2. Click **Sign In**. **Note** If prompted, select the account to use to sign in. The user interface is displayed with at least one expert, defined during the [initial setup](/v1/docs//initial-setup-2). ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-BHRTIHMZ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) ## The User Interface ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-BHRTIHMZ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) The user interface has two main parts: - The side panel - Icons to display the side panel, add bookmarks for specific chats and start a new chat. - Your conversation history. - Your user name. Clicking your name displays a pop-up menu with options to create a new expert, review the CTERA Content Services FAQ, and set how you want CTERA Content Services to behave. - The main area - An Expert selector at the top left of the area. - An icon to enable multi-conversation. - The chat interface. ### The Left-side Panel The left-side panel consists of the following: ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-QIJT4YMT.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) – Close or open the side panel. Closing the side panel provides a bigger main area, which is especially useful for diagrams. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-9I3EGH8B.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) – List the bookmarked chats. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-IAAMMZNU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) – Start a new chat. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-G464AX30.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) – The side panel includes a list of past chats listed under **Chats**. You can search for a specific chat. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-OCS8AH33.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) – Access the CTERA Agent Marketplace. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-UJNJ876M.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) The marketplace provides you with the option to find additional experts to add to your available experts. **Chats** – The list of past chats. This list are grouped by time. The chats from today in a group and the chats from the previous 30 days in another group. #### The User Profile Clicking your avatar at the bottom of the side panel displays additional options: ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-LAAH7T50.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) **Administration** – Access to the **Administration** view to create experts. **Help & FAQ** – Opens a new browser window displaying the CTERA website. **Settings** – Displays your [Content Services settings](/v1/docs/content-services-settings). ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-RTL9K6DF.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) ### The Main Area The main, central area is where all chats take place. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-BHRTIHMZ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-L7WJKT50.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) – The current expert you are using for the chat. Clicking the expert displays the list of available experts to choose from. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-0GP19Q0N.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) – Create a new multi-conversational chat. ### The Right-side Panel The right-side panel renders the structured output to a chat generated by an expert in a rich, readable format. You can toggle this output between markdown and the formatted visual preview of the output, by clicking the ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-I9UOMUMQ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) icon. ## Logging Out Click **Log out** in the user profile menu to log out of Content Services. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-EIZV3682.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D) The **Sign In** screen is displayed. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-AH8YVNCU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A27Z&se=2026-11-11T05%3A07%3A27Z&sr=c&sp=r&sig=oCWiq4q%2Fr0EAGmkQ5Kcn7Jj4X8fCtj3Z%2FwpB%2FqoQw3g%3D)