# One Platform

One Platform is where your business sends, tracks and fixes its e-invoices. It has two portals, one for finance teams and one for the people who connect your systems, and this page shows what is in each.

> **Before you start**
>
> You need a One Platform account and a workspace. If you do not have them yet, [create your account](https://docs.complyance.io/get-started/create-account/) and [set up your workspace](https://docs.complyance.io/get-started/workspace-setup/). If a colleague invited you, [join from your invitation](https://docs.complyance.io/get-started/invitations/) instead.

## Two portals

- [Invoice Portal](https://docs.complyance.io/one-platform/invoice-portal/): For finance and operations teams. Follow invoices, fix the ones that fail, run reports and manage the workspace. No code needed.
- [Developer portal](https://docs.complyance.io/one-platform/developer-portal/): For developers and integration partners. Connect your systems, map your data, and set up API keys and webhooks.

Both portals work on the same workspace. Invoices your system sends after you set it up in the Developer portal appear in the Invoice Portal’s documents.

## Invoice Portal

![The Invoice Portal. A menu on the left runs from Dashboard to Settings, with country, environment and portal switchers below it. The Dashboard fills the rest of the screen.](https://docs.complyance.io/_app/immutable/assets/portal.B9pLYlXR.webp)

The Invoice Portal, open on the Dashboard.

You land here after you sign in, unless you said you were a developer during setup. Use it to:

- see your [documents](https://docs.complyance.io/one-platform/invoice-portal/documents/), find out why one failed, fix it and send it again
- download [reports](https://docs.complyance.io/one-platform/invoice-portal/reports/) for the country you are working in
- [onboard](https://docs.complyance.io/one-platform/invoice-portal/onboard/) the companies that issue your invoices
- check your [credits](https://docs.complyance.io/one-platform/invoice-portal/credits/)
- invite teammates and set their roles in [Settings](https://docs.complyance.io/one-platform/invoice-portal/settings/)

## Developer portal

![The Developer portal, open on Integration Mapping. The menu on the left lists Integration engine, Payload Manager, Source management, API keys, Settings, Testbeds, Notifications and Webhooks. SFTP also appears between Source management and API keys when Malaysia or the United Arab Emirates is selected. A list of integrations sits beside the selected integration's country mapping and scenarios.](https://docs.complyance.io/_app/immutable/assets/developer-portal.BIWDCurK.webp)

The Developer portal, open on the Integration engine.

Use it to connect a system, such as your ERP, to One Platform:

- [Integration engine](https://docs.complyance.io/one-platform/developer-portal/integration-engine/): Map your invoice data to GETS, the Complyance standard invoice format, and test it.
- [Source management](https://docs.complyance.io/one-platform/developer-portal/source-management/): Link the systems that send your invoices to an integration or a branch.
- [API keys](https://docs.complyance.io/one-platform/developer-portal/api-keys/): Create the keys your system uses to call the API.
- [Webhooks](https://docs.complyance.io/one-platform/developer-portal/webhooks/): Let your system know when something happens, such as a purchase invoice arriving, without polling.

The API itself is described in the [API reference](https://docs.complyance.io/api-reference/).

## Switch between portals

The portal switcher sits at the bottom of the sidebar. Choose it, then choose **Invoice Portal** or **Developer portal**.

*Screenshot: The portal switcher open, listing Invoice Portal and Developer portal.*

Which portals you see depends on your role in the workspace:

| Role | Invoice Portal | Developer portal |
| - | - | - |
| **Owner**, **Admin** | Yes | Yes |
| **User** | Yes | Depends on your workspace |
| **Guest** | Yes, to view and export | No |
| **Integrator** | No | Yes |

See [Roles](https://docs.complyance.io/one-platform/invoice-portal/settings/#roles) for what each role can do.

## Country and environment

In the Invoice Portal, two more switchers sit above the portal switcher. **Country** picks the country whose documents, reports and onboarding you see. **Environment** picks **Sandbox**, for testing, or production. See [Country, environment and portal](https://docs.complyance.io/one-platform/invoice-portal/#country-environment-and-portal).

## If something goes wrong

### The Developer portal is not in the switcher

Your role does not include it. Guests never see it, and Users see it only in some workspaces. Ask an Owner or Admin to change your role, or to invite your developer as an **Integrator**.

### A page is empty, or the numbers look wrong

Check the country and environment switchers. Every Invoice Portal page shows one country and one environment at a time, so invoices sent in Sandbox do not appear in production.

### A menu item is missing

Some items depend on your role, and some only appear for certain countries. [B2C Vault](https://docs.complyance.io/one-platform/invoice-portal/b2c-vault/), for example, is for Malaysia.

Next, [send your first invoice](https://docs.complyance.io/get-started/quickstart/).

Source: https://docs.complyance.io/one-platform/