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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.

The expanded sidebar: the main destinations, with Transactions, Partners, Workflow Setup, and Account expanding into their own sub-sections.

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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 (operational dashboard and embedded Trevor analytics)
  • 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) ā€” Document and email templates
  • Reminders (/workflow-settings/reminder-schedule) ā€” Automated reminder scheduling
  • Documents (/workflow-settings/documents) ā€” Document processing rules
  • Rules (/workflow-settings/rules) ā€” Business logic and automation rules
  • Delivery (/workflow-settings/delivery) ā€” Document delivery preferences
  • Payables (/workflow-settings/payables) ā€” 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 ā€” Organization details and settings
  • Payments ā€” Payment method and billing configuration
  • Email Settings ā€” Email processing and delivery configuration
  • API Keys ā€” API access management
  • Users ā€” User management and permissions
  • AI Custom Instructions ā€” Custom AI processing instructions
Access: Administrative and owner roles
  • 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: Navigation elements are reachable and operable with the Tab key
  • Shortcuts: Quick access to main sections
  • Screen Reader Support: Navigation elements are labeled for screen readers

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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: The interface is responsive and adapts to mobile devices; data-heavy screens are best used on desktop

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Getting Help

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