Navigation

The workspace switcher identifies the workspace you are using. Its menu provides workspace actions and settings. Your personal settings contain profile, password, appearance, notifications, and billing controls.

The sidebar groups the available request, client/team, service, document, AI, and report pages. The exact items depend on your role, owner's plan, enabled modules, and workspace navigation configuration. Request terminology can also be customized, so your workspace may use a different label for Requests.

Search and tables

Use the search control in the sidebar to open workspace search. Page titles and primary actions appear in the top bar. Where a table supports column controls, use the controls beside the table to choose visible columns. Filters and pagination are specific to each list.

Customize the sidebars

1. Open Workspace Settings > Navigation. You need workspace-settings permission.
2. Use the Team sidebar list to arrange your team's menu, and the Client sidebar list to arrange the client's menu.
3. Drag an item's handle to reorder it within its own list.
4. Toggle Visible to show or hide that item.
5. Click Save. The app reloads navigation after a successful save.

You cannot drag items between the two lists. Visibility controls the menu; feature access still depends on modules, permissions, and the plan.

Resources contains published knowledge documents shared with clients. Manage that content under Documents.

Find a missing page

Confirm the selected workspace first, then check your role, the related module, and the navigation list. Some screens are available to administrators only. Clients see their portal rather than the full team menu.

See Workspace Settings, Team, and Account & Workspaces.