> ## Documentation Index
> Fetch the complete documentation index at: https://help.pipelime.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigating the app

> The sidebar groups, the header controls and the four reasons a menu item you read about may not be in your sidebar.

export const UiPath = ({children}) => {
  const parts = String(children).split(/\s*(?:→|>)\s*/).filter(Boolean);
  return <span className="pl-path">
      {parts.map((part, index) => <span key={`${index}-${part}`}>
          {index > 0 && <span className="pl-path__sep">→</span>}
          {part}
        </span>)}
    </span>;
};

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

The app shows you one workspace at a time. The sidebar on the left lists that workspace's pages. The header across the top carries the things that belong to you rather than to the page, and the address of every screen starts with the workspace you are in.

<Screenshot id="getting-started/navigating-the-app--sidebar" frame="bare" alt="The expanded sidebar inside a workspace: a Workspaces row at the top, then the uppercase group captions Overview, Outreach, Leads, Communication, Meetings and Integrations with their rows under each" caption="Captured with every optional row turned on, so this is the longest the sidebar gets. Yours is probably shorter, and the last section explains why." marks={[{ n: 1, x: 22, y: 4 }, { n: 2, x: 30, y: 80 }]} />

The row at the very top (1) is the way out: it takes you back to the workspace picker. Every other row opens a page, except **Integrations** (2), which opens into a sublist and holds most of the connection screens.

## How it behaves

### The sidebar, group by group

Under the **Workspaces** row the pages sit in groups under uppercase captions, always in this order. This is what a workspace starts with, before your role or your workspace's own menu takes anything away.

| Group             | What is in it                                                                                                               |
| ----------------- | --------------------------------------------------------------------------------------------------------------------------- |
| **Overview**      | **Dashboard**                                                                                                               |
| **Outreach**      | **AI Agents**                                                                                                               |
| **Leads**         | **Prospects** for people, **Companies** for the businesses they work at                                                     |
| **Communication** | **Inbox**, **LinkedIn Chat**                                                                                                |
| **Integrations**  | One **Integrations** row that opens into **Apps & CRM**, **Email Accounts**, **LinkedIn Accounts** and **Website Tracking** |

Several rows are built and switched off for everyone right now, so they are in no sidebar at all: **Workflows** under **Outreach**; **WhatsApp Chat** and **MercadoLibre** under **Communication**; a whole **Meetings** group holding **Meeting Links** and **Bookings**; and **WhatsApp Accounts**, **Instagram Accounts**, **MercadoLibre Accounts**, **Web Forms** and **Domains** inside the **Integrations** list.

**AI Agents** carries a small chip reading New. That is a label on the feature, not on anything you have done.

A row under **Communication** carries a red count while something is waiting for you there, and carries nothing at all when nothing is. Both **Inbox** and **LinkedIn Chat** count what is unread on their own screen, so an empty row is not a broken one.

Two more groups are hidden until someone turns them on for your workspace: **Legacy**, which holds **AI Campaigns (Legacy)**, **AI Engine** and **Google My Business**, and **Lead Generation**, which holds **Manual Search**. All four are superseded surfaces, kept reachable for workspaces that still use them.

Leave the workspace and the sidebar is a different list entirely: **Workspaces**, **Billing**, **Pricing** and **Whitelabel**. Nothing that belongs to a workspace is in it, because no workspace is selected.

### Every address starts with your workspace

Each sidebar link puts the workspace in front of the page, so the same screen in two workspaces has two addresses: `app.pipelime.ai/northwind-outbound/dashboard` and `app.pipelime.ai/acme-outbound/dashboard`. The **Workspaces** row is the exception: it deliberately leaves the workspace behind.

That is why a link a colleague sends you opens their workspace, not yours, and why the switcher in the header keeps you on the page you are looking at when you move between workspaces: it swaps the first part of the address and leaves the rest.

Where this help center writes a route as <UiPath>Integrations → Email Accounts</UiPath>, those are the sidebar's own words, in the order you click them.

### The header

The header runs left to right: the workspace switcher, then **Upgrade**, the credits pill, the language flag, the **Activity Monitor** icon, the notification bell, the dark-mode toggle, and your avatar. The hamburger to the left of the switcher collapses and expands the sidebar.

<Screenshot id="getting-started/navigating-the-app--header" frame="bare" alt="The header strip: the workspace switcher pill on the left with the workspace logo and name, then the Upgrade button, a credits pill, a flag, two icon buttons, a dark-mode toggle and a round avatar on the right" caption="Everything here is about you or your account. Nothing here changes with the page." marks={[{ n: 1, x: 7, y: 50 }, { n: 2, x: 97, y: 50 }]} />

The switcher (1) moves you between workspaces. Your avatar (2) opens the account menu.

Several of these come and go, and not because anything is broken:

* **Upgrade** is there while your account is not on an active paid plan and your role can manage subscriptions. It is never shown in a partner-branded workspace.
* The credits pill appears once your account has a credit allowance, a subscription or an active license. Its number turns red as the balance runs down.
* The flag switches the app between English and Spanish and saves the choice to your account. There is no menu of other languages; it is a two-way toggle.
* The **Activity Monitor** icon and the notification bell need a workspace selected, so neither is in the header on the workspace picker.
* The lifebuoy icon opens this help center, on the page for the screen you are on. It sits
  between the bell and the dark-mode toggle, and it is one of two ways in: the **Help** row
  in the avatar menu is the other, and does the same thing.

On a phone or a narrow window the header keeps only what fits, and it sheds things in two steps. The credits card, the language flag and the dark-mode toggle go first. They are not lost, they move down into the sidebar. Narrow the window further and the **Activity Monitor** icon goes too, leaving the switcher, **Upgrade**, the bell and your avatar.

### The avatar menu

Your avatar opens a short list under your name and email address.

<Screenshot id="getting-started/navigating-the-app--profile-menu" frame="bare" alt="The avatar menu open: the user's name and email at the top, then Profile Settings, Company Settings, Integrations, Whitelabel, Subscription, Billing, Help and Logout" caption="Two of these rows are about the workspace; the rest are about you." />

**Profile Settings** and **Logout** are always there. **Company Settings** and **Integrations** are only there while a workspace is selected, because both belong to a workspace. **Whitelabel**, **Subscription** and **Billing** are about the account rather than the workspace, and they are not offered to members of a partner-branded workspace.

**Help** opens this help center in a new tab, at the page that documents the screen you were just on, in whichever of English or Spanish the app is set to. Only a screen nothing has been written about yet lands you on the home page. Inside a partner-branded workspace it opens the partner's own help center instead (their link, untouched), and when the partner has not set one, neither the row nor the lifebuoy is shown at all.

<Tip>
  **Company Settings** is the workspace's own settings: its profile, team, roles, prompts and sending rules. **Profile Settings** is you: your own account, and the notifications it receives. The two sit next to each other in the same menu and are easy to confuse.
</Tip>

### Collapsing the sidebar

The hamburger in the header shrinks the sidebar to a rail of icons and expands it again. In the collapsed state the group captions are gone, the row names are gone, and the red counts on the top-level rows go with them. The only way to tell two icons apart is to hover one: on a desktop-width window, the row's name appears beside it.

<Screenshot id="getting-started/navigating-the-app--collapsed" frame="bare" alt="The collapsed sidebar: a narrow rail of icons with no text and no group captions, and one icon hovered showing its name in a tooltip to the right" caption="Every row survives the collapse. The words and the counts do not." />

### Why a page you read about is not in your sidebar

Four things decide whether a row is in your sidebar, and the app applies them in this order.

1. *Your role.* A row is dropped when your role cannot read that kind of record at all. This is the only one of the four that also closes the page.
2. *Your workspace's own menu.* A workspace can be given a menu of its own, with individual rows switched on or off. It is set up for a workspace on request; no screen in your own settings changes it. It wins over everything below it. It can show a row the defaults would hide and hide one they would show, but it can never grant a row your role does not allow.
3. *Whether the feature is switched on.* The rows listed as switched off above are off for everyone, and nothing you can buy or configure turns them on. Seven rows carry a second, softer check on top of that switch: **LinkedIn Chat**, **WhatsApp Chat** and **MercadoLibre**, and the four account rows **LinkedIn Accounts**, **WhatsApp Accounts**, **Instagram Accounts** and **MercadoLibre Accounts**. That check asks whether your account holds a seat for the channel, and it can only ever add a row. The switch above it is tested first, so buying seats does not bring back a row that is switched off. It also reads your account rather than the workspace, so it cannot make one of your workspaces differ from another.
4. *Partner branding.* A few rows are marked as not for a partner-branded workspace. **Billing**, **Pricing** and **Whitelabel** leave the workspace picker's sidebar, and **Domains** carries the same mark on top of its own switch. Partners point their users at their own help center rather than this one.

The first rule is the fastest way to tell which of the four is holding a page back. Paste the address into the browser. If the page opens, the row was hidden by the workspace's menu, by a feature switch or by partner branding: hiding a row never removes the page, and the breadcrumb above it still resolves. If you land back on the **Dashboard**, it is your role, and no menu configuration will change that. [Why can't I see a menu item?](/en/settings-team/why-cant-i-see-a-menu-item) takes it from there.

### A read-only role does not mean a shorter sidebar

A permission only removes a row when the role cannot read that kind of record at all. A read-only member can read everything (that is what read-only means), so their sidebar has exactly the same rows as the owner's.

<Screenshot id="getting-started/navigating-the-app--viewer-sidebar" frame="bare" alt="The sidebar seen by a read-only member: the same groups and the same rows as the owner's sidebar, with nothing missing" caption="Read-only changes what the pages let you do, not which pages you can see." />

What a read-only member does lose is **Upgrade** in the header, because changing the subscription is not something they may do. The roles that genuinely produce a shorter sidebar are the narrower ones: a role built for one job, with whole record types left out of its grid.

### Screens with no sidebar row

A few screens are reachable but have no row anywhere. The **Activity Monitor** is the one most people go looking for: it lives on the header icon and nowhere else.

## Limits

|                           |                                                                                                                                                                |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Order                     | Fixed. Groups and rows cannot be reordered, renamed or pinned                                                                                                  |
| Groups inside a workspace | **Overview**, **Outreach**, **Leads**, **Communication** and **Integrations**, plus **Meetings**, **Legacy** and **Lead Generation** when they are switched on |
| Outside a workspace       | A different sidebar: **Workspaces**, **Billing**, **Pricing**, **Whitelabel**                                                                                  |
| Group captions            | Shown only while the sidebar is expanded                                                                                                                       |
| Counts on top-level rows  | Also shown only while the sidebar is expanded                                                                                                                  |
| Hover names               | Shown in the collapsed rail on desktop widths only                                                                                                             |
| A workspace menu changes  | The sidebar only. Every page keeps its address and its breadcrumb                                                                                              |
| Your role changes         | Both. The row goes, and the address sends you back to the **Dashboard**                                                                                        |
| Languages                 | English and Spanish                                                                                                                                            |

## Related

<CardGroup cols={2}>
  <Card title="Switch and create workspaces" icon="repeat" href="/en/workspaces-account/switch-and-create-workspaces">
    The switcher in the header, the picker behind it, and what a second workspace is for.
  </Card>

  <Card title="Why can't I see a menu item?" icon="eye-off" href="/en/settings-team/why-cant-i-see-a-menu-item">
    The four layers again, from the other end: you know the page exists and want it back.
  </Card>

  <Card title="Notification center" icon="bell" href="/en/workspaces-account/notification-center">
    What the bell collects, and what each kind of notification means.
  </Card>

  <Card title="Activity Monitor" icon="activity" href="/en/analytics/activity-monitor">
    The screen behind the header icon: what the workspace is doing right now.
  </Card>
</CardGroup>