Navigation Guide

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.

Main Operations

Dashboard

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

Shipments

Location: /shipmentsPurpose: Transportation and logistics trackingFeatures:

- Shipment status tracking
- Document management
- TMS integration data
- Logistics coordination

Access: Controlled by user permissions

Receivables

Location: /invoicesPurpose: Customer billing and accounts receivable managementFeatures:

- Customer invoice processing
- Payment tracking
- Collections management
- Billing workflows

Access: AR-focused roles and administrators

Carrier Docs

Location: /carrier-invoicesPurpose: Carrier invoice and payables processingFeatures:

- Carrier invoice automation
- Document processing
- Approval workflows
- Payment processing

Access: AP-focused roles and administrators

Data Management

Carriers

Location: /carriersPurpose: Carrier relationship and data managementFeatures:

- Carrier profiles
- Contract management
- Performance tracking
- Payment terms

Customers

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

Transactions

Location: /transactionsPurpose: Financial transaction tracking and managementFeatures:

- Transaction history
- Payment tracking
- Financial reconciliation
- Audit trails

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

Integrations

Location: /integrationsPurpose: Third-party system integrationsFeatures:

- TMS connections
- API integrations
- Data synchronization
- Integration monitoring

Account Management

Account Settings

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

System Administration

SYSADMIN (System Level)

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

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

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

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

Getting Help

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

Main Navigation Overview

Core Navigation Sections

Main Operations

Data Management

Workflow Settings

Account Management

System Administration

Navigation Features

Sidebar Behavior

Feature Flags

Keyboard Navigation

Tips for Efficient Navigation

Getting Help

​Main Navigation Overview

​Core Navigation Sections

​Main Operations

​Data Management

​Workflow Settings

​Account Management

​System Administration

​Navigation Features

​Sidebar Behavior

​Feature Flags

​Keyboard Navigation

​Tips for Efficient Navigation

​Getting Help

Main Navigation Overview

Core Navigation Sections

Main Operations

Data Management

Workflow Settings

Account Management

System Administration

Navigation Features

Sidebar Behavior

Feature Flags

Keyboard Navigation

Tips for Efficient Navigation

Getting Help