Use the DOE side menu
Use the DOE side menu
The side menu keeps your workspace choice, data view and main work areas in one place. Use it to move through DOE without losing the page you were working from.
Expand the desktop menu
The menu starts as a narrow icon rail so the page has more room. Move over the rail, focus it with the keyboard or use the expand control to show the full labels. The expanded menu opens over the page and closes after you choose a destination or move away.
The highlighted item shows the page you are on. If you do not recognize an icon, expand the menu and read its label before selecting it.
Choose an area by purpose
| Menu group | Areas | Use it for |
|---|---|---|
| First | Njord AI, Timeline | Ask a question or review meetings and activity. |
| Reporting | Insights, Reports, Ad Library, Website | Understand signals, performance, campaigns and website visits. |
| Audience | Accounts, Stakeholders | Find companies and the people connected to them. |
| Deals | Land, Expand, QWQ | Review new business, growth opportunities and priority deals. |
| Our company | Brand, Context, Scoring, Manage | Keep company guidance and available administration tools up to date. |
Not every workspace shows every item. Njord AI, Brand and Context depend on workspace availability. Scoring is shown to Admins and Client Admins. Manage is shown to Admins on the web app.
Use the controls at the top
- Select the workspace name to switch workspace.
- Admins and Client Admins can open Settings from this workspace menu.
- Use the data menu directly below the workspace to choose My data, Workspace or an available teammate.
Changing the data view changes what supported pages include. It does not move records or change ownership.
Use the personal menu at the bottom
Select your avatar to open Profile, choose Light, Dark or Auto, or Sign out. Workspace Settings no longer sits in this personal menu; open it from the workspace menu at the top when your role allows it.
Find pages on mobile
The mobile bar keeps up to four common destinations visible. It prefers Njord AI, Insights, Accounts and Stakeholders when they are available. Select More for Timeline, Reports, Website, deals, company areas and other destinations.
The same role and workspace rules apply on mobile.
If something is missing
- Confirm the selected workspace.
- Expand the menu so disabled items and explanations are visible.
- Check whether the feature is enabled for that workspace.
- Ask an admin to confirm your role if an administration area is missing.
- On mobile, check More before deciding a page is unavailable.