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Help Center / Your workspace / Finding your way around
Finding your way around
The sidebar, the Apps list, and the Settings area.
The admin has three places to know about: the sidebar, the Apps section, and Settings.
The sidebar
- Workspace: Dashboard, CRM (clients, contacts, deals and archived clients), Team and Notifications. These are always there.
- Apps: everything optional (Projects, Invoices, Proposals, Files and so on). An app only appears once you've added it. Messages and the Client Portal page are always on.
- Get started: the checklist, until you finish or close it.
- Your workspace name and menu are at the top; your avatar menu has your account and sign-out.
Settings
Settings has its own sidebar, grouped by who it affects:
| Group | Pages |
|---|---|
| Me | Account, Notifications |
| Workspace | General, Audit Log (Advanced and above), Security, Assistant, Connectors |
| Client experience | Branding (Professional and above), Contact Authentication, Contact Notifications |
| Developers | Developer: API keys and webhooks (Starter and above) |
| Billing | Billing: your plan, payment method and Stripe connection |
A few settings live with their app in the sidebar rather than in Settings: Client Portal (the welcome page), Autoresponder, Automations, Integrations and Export Data.
Owners and admins can change workspace settings. Team members can view some pages but not edit them, and see a short "Owners and admins only" message on the others.
Looking for something specific? Use the search in the Help Center (⌘K), or see Glossary.
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