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Table of Contents
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Overview
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What In the latest update to our sidebar navigation, we broke out Proposals (pre-sale) into its own area in the sidebar. Previously, this was combined under “Orders” |
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Who Any users with access to both Proposals and Orders in Ui.Marketing |
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Why We want to improve our navigational system and make it easier for users to find the appropriate area of the application. Additionally, as we build out more pre-sales tools, such as forecasting or recommendations, we want to ensure there is sufficient navigational space to support this. |
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Example I am a user looking to access proposals, I no longer am required to click on orders in order to access proposals |
Walkthrough
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Presale & Orders
On the sidebar navigation, users will now see an option for both Presale and Orders.
When users click on Presale they will get access to all of the proposals they have access to
All previously saved views will automatically carry over.
Users will only see this option if they have access to Presale on their user permissions.
Once users click on Orders, they will get access to both their orders and line items. They can navigate between the two via the secondary sidebar.
Users will only see orders and line items they have access to.
All previously saved views will automatically carry over.
Only users with Orders access will see this in the sidebar.
Reports
Also within the sidebar navigation, you will see a Reports icon to take you to our reporting.
Within Reports, you can build a report to get the data you want. You can also navigate to your Saved Reports. This is where you can find reports that you have saved that you may view frequently.
Settings
Settings is only visible to Admin and certain partner-level user types. Within Settings, admin users can view our hierarchy, products, and users.
Partner users are able to add external integrations and view their users.
Not Included
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Additional pre-sales functionality (Forecasting, recommendations) |
Permissions & Sidebar Visibility
Only users with permission will get access to these different areas of the application.
Orders toggle will remove the entire orders navigation from the sidebar.
Presale (previously labeled as proposals) will remove the entire presale navigation from the sidebar.
Reports will remove the entire reports navigation from the sidebar.
Additional Resources allows us to hide the Help Center, Academy, and Chat Widget or certain users.
Learn more about User user permissions >
Helpful Links
Help Center Documents
Amplitude Feature Tracking
Tableau Reporting (if applicable)
Goal Tracking (if applicable)