> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upwell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigation Guide

> Understanding the Upwell dashboard navigation and main sections

## Main Navigation Overview

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.

<Frame>
  <img src="https://mintcdn.com/upwell/Ko3pYUn4zAtRg9ts/images/dashboard-screen.png?fit=max&auto=format&n=Ko3pYUn4zAtRg9ts&q=85&s=59e6727d9a5b116d74d17a06079c3c43" alt="Upwell Dashboard Navigation" width="3456" height="1780" data-path="images/dashboard-screen.png" />
</Frame>

## Core Navigation Sections

### Main Operations

<AccordionGroup>
  <Accordion icon="chart-line" title="Dashboard">
    **Location**: `/`

    **Purpose**: Central hub showing key metrics and system overview

    **Features**:

    ```text theme={null}
    - 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
  </Accordion>

  <Accordion icon="truck" title="Shipments">
    **Location**: `/shipments`

    **Purpose**: Transportation and logistics tracking

    **Features**:

    ```text theme={null}
    - Shipment status tracking
    - Document management
    - TMS integration data
    - Logistics coordination
    ```

    **Access**: Controlled by user permissions
  </Accordion>

  <Accordion icon="file-invoice" title="Receivables">
    **Location**: `/invoices`

    **Purpose**: Customer billing and accounts receivable management

    **Features**:

    ```text theme={null}
    - Customer invoice processing
    - Payment tracking
    - Collections management
    - Billing workflows
    ```

    **Access**: AR-focused roles and administrators
  </Accordion>

  <Accordion icon="file-text" title="Carrier Docs">
    **Location**: `/carrier-invoices`

    **Purpose**: Carrier invoice and payables processing

    **Features**:

    ```text theme={null}
    - Carrier invoice automation
    - Document processing
    - Approval workflows
    - Payment processing
    ```

    **Access**: AP-focused roles and administrators
  </Accordion>
</AccordionGroup>

### Data Management

<AccordionGroup>
  <Accordion icon="truck" title="Carriers">
    **Location**: `/carriers`

    **Purpose**: Carrier relationship and data management

    **Features**:

    ```text theme={null}
    - Carrier profiles
    - Contract management
    - Performance tracking
    - Payment terms
    ```
  </Accordion>

  <Accordion icon="users" title="Customers">
    **Location**: `/customers`

    **Purpose**: Customer profile and relationship management

    **Features**:

    ```text theme={null}
    - Customer profiles
    - Credit management
    - Payment history
    - Billing preferences
    ```
  </Accordion>

  <Accordion icon="envelope" title="Email">
    **Location**: `/email`

    **Purpose**: Email processing and communication management

    **Features**:

    ```text theme={null}
    - Inbound email processing
    - Document extraction
    - Communication history
    - Email workflows
    ```
  </Accordion>

  <Accordion icon="exchange-alt" title="Transactions">
    **Location**: `/transactions`

    **Purpose**: Financial transaction tracking and management

    **Features**:

    ```text theme={null}
    - Transaction history
    - Payment tracking
    - Financial reconciliation
    - Audit trails
    ```
  </Accordion>
</AccordionGroup>

### Workflow Settings

<AccordionGroup>
  <Accordion icon="cog" title="Workflow Settings">
    **Purpose**: System configuration and workflow management

    **Sub-sections**:

    ```text theme={null}
    - 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
  </Accordion>

  <Accordion icon="plug" title="Integrations">
    **Location**: `/integrations`

    **Purpose**: Third-party system integrations

    **Features**:

    ```text theme={null}
    - TMS connections
    - API integrations
    - Data synchronization
    - Integration monitoring
    ```
  </Accordion>
</AccordionGroup>

### Account Management

<AccordionGroup>
  <Accordion icon="building" title="Account Settings">
    **Purpose**: Organization and user account management

    **Sub-sections**:

    ```text theme={null}
    - 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
  </Accordion>
</AccordionGroup>

### System Administration

<AccordionGroup>
  <Accordion icon="shield" title="SYSADMIN (System Level)">
    **Purpose**: System-level administration and monitoring

    **Features**:

    ```text theme={null}
    - 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
  </Accordion>
</AccordionGroup>

## Navigation Features

### Sidebar Behavior

* **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

### Keyboard Navigation

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

## 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

## Getting Help

If you need assistance with navigation or access to specific sections, contact your system administrator or [support team](mailto:support@upwell.com).