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General Navigation

Overview

Use the Side Menu to open features and the Top Menu for common actions. The options you see depend on your permissions and the features enabled for your account.

Side Menu

The Side Menu links to features, profiles and settings. Your user menu is at the bottom.

When your menu is grouped into sections, Dashboard and Favourites sit at the top and the other features sit under Work, Manage, Insights, Library and Configure. Select a section to open it. Search above them opens the Quick Action Menu.

Side Menu Toggle

Open your user menu at the bottom of the Side Menu, then select Sidebar Behaviour. Choose Manual to control the sidebar yourself, or Automatic for automatic expansion and collapse.

Use the top toggle button, CMD + B on Mac or CTRL + B on Windows to expand or collapse the Side Menu. The keyboard shortcut does not run while you are typing in an input or editor.

Top Menu

The Top Menu contains:

  1. The Side Menu toggle.
  2. Support and User Guide.
  3. A quick task button.
  4. SMS and Chat shortcuts, when those features are enabled.
  5. Notifications.

New users may also see Training.