Find your way around: the left menu, breadcrumb and entities

Steps

1. 1

   Start on the organisation Dashboard

   After you sign in you land on the Dashboard for the whole organisation. The left menu is short here. Entities brings you back to this page, My Actions lists your open work, Approvals lists requests waiting for a decision, and Group Compliance compares your entities.

2. 2

   Open an entity

   An entity is one legal company in your group. Scroll down to the list of entities. Each entity has a card with its name, location and score. Select the card, where it says View dashboard, and the entity's own dashboard opens.

3. 3

   Read the top of the left menu

   The top of the left menu now shows the organisation, and under Active entity the company you are working in. The small streak counter is the number of days in a row that this entity has had no overdue items.

4. 4

   Look at the groups in the left menu

   Inside an entity the menu grows. Under Dashboard, the modules are arranged in groups: Agent Mode, Tax, Finance, People, Risk and Governance, Financial Crime, Legal and Privacy, Assurance and Sustainability. A module is one area of work, such as the Risk Register. You only see the modules that your role allows, and Audit log appears above Dashboard only for people who may read it.

5. 5

   Open the Tools group

   Scroll to the bottom of the menu and select the Tools heading. It opens to show Integrations, Government Portals, Documents, Contributors, AI Assistant and Notifications. Select a heading again to close its group.

   • Select Tools
6. 6

   Open a module from the menu

   Select a module name to open it. Here we select Risk Register in the Risk and Governance group. The module you are in stays highlighted in the menu.

   • Select Risk Register
7. 7

   Read the breadcrumb

   The breadcrumb is the trail at the top of the page. From left to right it shows the organisation, the entity you are in, and the page you are on. Check the entity name here before you add or change a record.

   

8. 8

   Go back to the entity dashboard

   Select the entity name in the breadcrumb. You return to that entity's dashboard. Selecting Dashboard in the left menu does the same, and the first item in the breadcrumb takes you to the organisation Dashboard.

   • Select Meridian Souq Trading LLC
9. 9

   Close a group you do not use

   Select a group heading, such as Tax, to close its list and shorten the menu. Nothing is removed. Select the heading again to open it.

   • Select Tax
10. 10

    Hide the left menu when you need more room

    Select the small panel button at the left of the top bar. Its name is Hide navigation. The left menu disappears and the page uses the full width.

    • Select Tax
    • Select Hide navigation
11. 11

    Bring the left menu back

    Select the same button again. It is now called Dock navigation. The left menu returns and stays in place. Your choice is remembered on this browser.

    • Select Dock navigation
12. 12

    Open the entity switcher

    Select the button in the top bar that shows the entity name. It lists every entity you have access to, with Current beside the one you are in. Selecting another entity opens the same page for that entity. Mariam has access to one of the group's two entities, so one is listed.

    • Select Switch entity
13. 13

    Return to all entities

    Select All Entities to leave the entity and go back to the organisation Dashboard. Entities in the left menu takes you to the same place.

    • Select All entities