The sidebar

The left sidebar is how you move between modules. The names and order are the product’s:

Dashboard, Workspace, Investor Relations, Communications, Dealflow, Finance, Portfolio Monitoring, ESG & Impact, Legal & Compliance, Workflow & Ops, Reporting, and Administration.

A module you cannot open is still listed or hidden according to your role. Opening it does not grant access. The page guard stops you.

Each module can expand to its own pages. Dealflow expands to Pipeline, Deals, Companies, and the rest of that module. Workspace expands to Tasks, Emails, Notes, and Calendar.

Favourites and bookmarks sit under Workspace. A star on a menu item pins it. A bookmark pins a record. Those pins are yours, not the firm’s.