Your Workspace
Understanding the layout, navigation and settings of the Nia LP Reporting Platform.
The main layout
Once signed in you see a navigation sidebar on the left and the main content area on the right. Your fund's name sits at the top of the sidebar; if you have access to more than one fund, use it to switch.
Mission Control
Mission Control is your fund's landing screen. It answers one question in a glance: where is my reporting cycle, and what needs me right now?
It shows the active reporting period, a to-do feed derived from the real state of the cycle — open periods, missing submissions, items awaiting sign-off, unreviewed drafts, failed automatic runs — plus what is outstanding and recent activity in your workspace.
The to-do list is derived from what is actually true in the platform, not from a list anyone maintains by hand. If it says an investee is outstanding, that investee is genuinely outstanding.
The sidebar
Navigation follows the order you work in:
| Group | Items |
|---|---|
| Home | Mission Control, KPI Explorer, Nia Advisor |
| Set-up | LPs & Templates, KPI Dictionary, KPI Mapping |
| Data | Data Quality Check, Investees, GP Data |
| ESG Management | Policy Hub, Investment Process, ESAP Tracker |
| Output | Reports, LP Portal Fill-In Sheet |
What you see depends on your plan and on what Nia has enabled for your fund. Items that are on the roadmap but not yet available appear greyed out under Coming soon, and Investment Process is shown as a permanent placeholder — it has no page behind it. See Plans & tiers.
Settings
Your fund's settings live under Settings in the sidebar:
| Page | What it covers |
|---|---|
| General | Fund profile — legal name, description, logo — and the reporting period |
| Members | Invite colleagues, set their roles, remove members, transfer ownership |
| Knowledge | The processing status of your uploaded documents, with a retry for failures |
| Admin-only. Manage the numbers allowed to reach the Advisor over WhatsApp, and test the channel before it goes live | |
| Billing | Your current plan |
Your own account settings — profile, password, security and notification preferences — are reached from your avatar in the top-right corner.
Managing team members
To invite a colleague, go to Settings → Members and enter their email address. They receive an invitation link and can sign in independently once they accept.
Roles within a fund are member, administrator and owner. Sensitive actions — approving submissions, changing the reporting period, managing members — are restricted to administrators and owners.
The owner can hand ownership to another member from Settings → Members (Transfer ownership). A fund can never be left without an owner as a result.
Next step
Head to LP Reporting, the Advisor or the Policy Hub.