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Workspace Structure

After signing in to Raycaster, you’ll be presented with the main workspace interface. Understanding how the interface is organized will help you navigate effectively.

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Main Interface Components

The Raycaster workspace is divided into several key areas:

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1. Left Sidebar

The left sidebar provides access to the main navigation and workspace sections:

  • Company Dashboard: Access company research sheets and tools

  • People Dashboard: Access people research sheets and tools

  • Personalization: Customize your research findings

  • Dark/Light mode: Toggle dark and light mode

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2. Main Content Area

The center of the screen displays your current working area:

  • Sheets: When working with data in company or people sheets
  • Research Panels: When viewing research results
  • Settings Panels: When configuring workspace settings

This area adapts based on the content you’re currently viewing.

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3. Header Bar

The top header contains:

  • Organization Switcher: Switch between organizations (if you have access to multiple)
  • User Menu: Access profile settings, help, and sign out

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Workspace Hierarchy

The Raycaster workspace is organized in a hierarchical structure:

1

Organizations

The top-level container for all your data. You may belong to multiple organizations.

2

Research Pages

Main categories within an organization (Company Research, People Research).

3

Sheets

Individual data collections within each research page. Each sheet contains rows and columns.

4

Views

Customized perspectives of a sheet with specific filters, sorts, and visible columns.

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Research Pages

Raycaster provides two primary research pages:

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Company Research

The Company Research page helps you manage and research target companies:

  • Create and organize company sheets
  • Research company information
  • Analyze company data
  • Track company relationships

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People Research

The People Research page helps you manage and research individual stakeholders:

  • Create and organize people sheets
  • Research key individuals
  • Analyze professional backgrounds
  • Generate insights on decision makers

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User Menu

The user menu in the top-right corner provides access to:

  • Profile Settings: Update your personal information
  • Preferences: Configure your workspace preferences
  • Organization Settings: Manage organization settings (if you have admin rights)
  • Keyboard Shortcuts: View available keyboard shortcuts
  • Help & Support: Access documentation and support
  • Sign Out: Securely log out of your account

For a guided tour of the workspace, click “Help” in the sidebar and select “Platform Tour”.