The Sidebar appears as a vertical column on the left side of the screen. It contains links that allow you to conveniently access different parts of the system.
Use the Sidebar to view and manage Wavelets, data, accounts, integrations, applications, and your personal profile.
Key Benefits
- Quick access from any screen: You can expand or collapse the Sidebar no matter your location in the system
- System Navigation: You can easily navigate to different parts of the system
- Personal Profile: You can access and manage your personal profile
- Support and Documentation: You can access customer support and the Knowledge Base
- System Version: You can view the system version number
Prerequisites
You must log into the system to activate the Sidebar.
Workflow
Follow these steps to work with the Sidebar:
- Expand the Sidebar
- Collapse the Sidebar
- Navigate the system
- Access your personal profile
- Log out from the system
- Access Customer Support and Documentation
- View the system version number
Expand the Sidebar
To expand the Sidebar:
- Hover the cursor over the Sidebar to expand it
Sidebar, expanded
Collapse the Sidebar
To collapse the Sidebar:
- Move the cursor off the Sidebar to collapse it
Sidebar, collapsed
Navigate the system
To navigate the system:
- Click a link in the Sidebar to view and manage Wavelets, data, accounts, integrations, applications, and your personal profile
Access your personal profile
To access your personal profile from the Sidebar:
- Click the Profile avatar icon
. The Profile Settings menu appears.
- Select Personal Settings from the menu. The Personal Profile screen appears.
Log out from the system
To log out from the system:
- Select Log Out from the Profile Settings menu
Access Customer Support and Documentation
To access Customer Support and Documentation:
- Click on the Question Mark icon
. The Support menu appears. - Select Contact Support or Knowledge Base & Support from the menu.
View the system version number
To view the system version number:
- Select About from the Support menu