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The Upwell application features a collapsible sidebar navigation that provides access to all platform sections. The navigation is organized into logical groups based on functionality.
Upwell Dashboard Navigation

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Core Navigation Sections

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Main Operations

Location: /Purpose: Central hub showing key metrics and system overviewFeatures:
- Configurable dashboard views (ThoughtSpot or Trevor dashboards)
- Key performance indicators
- Quick access to recent activities
- System health monitoring
Access: Available to all user roles
Location: /shipmentsPurpose: Transportation and logistics trackingFeatures:
- Shipment status tracking
- Document management
- TMS integration data
- Logistics coordination
Access: Controlled by user permissions
Location: /invoicesPurpose: Customer billing and accounts receivable managementFeatures:
- Customer invoice processing
- Payment tracking
- Collections management
- Billing workflows
Access: AR-focused roles and administrators
Location: /carrier-invoicesPurpose: Carrier invoice and payables processingFeatures:
- Carrier invoice automation
- Document processing
- Approval workflows
- Payment processing
Access: AP-focused roles and administrators

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Data Management

Location: /carriersPurpose: Carrier relationship and data managementFeatures:
- Carrier profiles
- Contract management
- Performance tracking
- Payment terms
Location: /customersPurpose: Customer profile and relationship managementFeatures:
- Customer profiles
- Credit management
- Payment history
- Billing preferences
Location: /emailPurpose: Email processing and communication managementFeatures:
- Inbound email processing
- Document extraction
- Communication history
- Email workflows
Location: /transactionsPurpose: Financial transaction tracking and managementFeatures:
- Transaction history
- Payment tracking
- Financial reconciliation
- Audit trails

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Workflow Settings

Purpose: System configuration and workflow managementSub-sections:
- Templates (/workflow-settings/templates) - Document and email templates
- Reminders (/workflow-settings/reminder-schedule) - Automated reminder scheduling
- Documents (/workflow-settings/documents) - Document processing rules
- Rules (/workflow-settings/rules) - Business logic and automation rules
- Delivery (/workflow-settings/delivery) - Document delivery preferences
- Payables (/workflow-settings/payables) - Payables workflow configuration
Access: Administrative roles with configuration permissions
Location: /integrationsPurpose: Third-party system integrationsFeatures:
- TMS connections
- API integrations
- Data synchronization
- Integration monitoring

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Account Management

Purpose: Organization and user account managementSub-sections:
- Company Profile - Organization details and settings
- Payments - Payment method and billing configuration
- Email Settings - Email processing and delivery configuration
- API Keys - API access management
- Users - User management and permissions
- AI Custom Instructions - Custom AI processing instructions
Access: Administrative and owner roles

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System Administration

Purpose: System-level administration and monitoringFeatures:
- AI Prompts management
- AI Processing Events monitoring
- System evaluations
- Factor management
- CSV processing tools
- Tenant SCAC codes
- GL codes management
- EDI review tools
Access: SYSADMIN role only
  • Collapsible Design: Click the menu icon to collapse/expand the sidebar
  • Mobile Responsive: Automatically adapts to mobile devices
  • Visual Indicators: Active page highlighting and clear navigation state
  • Tooltips: Helpful tooltips when sidebar is collapsed

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Feature Flags

The navigation system uses feature flags to control which sections are visible to users:
  • Different features can be enabled/disabled per organization
  • Gradual rollout of new functionality
  • Role-based feature access control

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Keyboard Navigation

  • Tab Navigation: Full keyboard accessibility
  • Shortcuts: Quick access to main sections
  • Screen Reader Support: Full accessibility compliance

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Tips for Efficient Navigation

  1. Use Bookmarks: Bookmark frequently accessed pages
  2. Keyboard Shortcuts: Learn keyboard shortcuts for faster navigation
  3. Collapse Sidebar: Collapse sidebar for more screen space when working with data
  4. Mobile Access: All features available on mobile devices with responsive design

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Getting Help

If you need assistance with navigation or access to specific sections, contact your system administrator or support team.