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Navigate the Dashboard

Last updated on May 02, 2026

Navigate the Dashboard

This article explains the layout of the TexAu dashboard and how to find your way around the interface.

Before you begin

You need a TexAu account. If you have not created one yet, see Creating Your Account.

Dashboard layout

The TexAu interface is organized into two main areas: the sidebar on the left and the main content area in the center.

Sidebar

The sidebar is your primary navigation menu. It contains the following items from top to bottom:

  • Dashboard - Your home screen with onboarding milestones, quick actions, and recent workbooks

  • Templates - Pre-built enrichment workflows you can browse and clone

  • Workbooks - The folders where all your data tables live in the current workspace

  • Copilot - AI-assisted data enrichment and workflow guidance

  • Settings (gear icon) - Account, workspace, billing, integrations, and other configuration options

At the bottom of the sidebar, you will find the profile menu. Click it to view your profile or log out. (Note: To switch workspaces, look at the very top of your screen).

The center of the screen displays the page you are currently viewing. When you first log in, you land on the Dashboard, which shows:

  • Onboarding milestones - A checklist of setup steps to complete (connect integrations, create your first table, run your first enrichment)

  • Quick actions - Shortcuts like "Start from scratch" or "Import from CSV." Clicking these creates a new Workbook with a default table automatically inside it.

  • Recent workbooks - Workbooks you have worked on recently for fast access

As you create workbooks and run enrichments, this area updates to reflect your activity.

Open and collapse the sidebar

Click the TexAu logo at the top of the sidebar to toggle the sidebar open or closed. When collapsed, the sidebar shows icons only, giving you more screen space for your tables and data.

Navigate to Settings

Click the gear icon in the sidebar to open Settings. The Settings area contains the following tabs:

  • Profile - Update your name and manage workspace details

  • Members - Invite team members and manage roles

  • Billing - View your subscription and manage payment (visible to Owner and Admin roles only)

  • Integrations - Connect external data providers and services

  • Webhooks - Configure incoming and outgoing webhook endpoints

  • Schedules - Manage scheduled enrichment jobs

  • Prompts - Create and manage saved prompts for AI Columns

Switch workspaces

If you belong to more than one workspace:

  1. Click your current workspace name at the very top of the screen to open the dropdown menu.

  2. Select the workspace you want to switch to.

Each workspace is a completely isolated environment. It has its own tables, integrations, team members, and settings. Switching workspaces changes the data you see in the main content area.

Move between pages

A typical navigation flow looks like this:

  1. Click Workbooks in the left sidebar.

  2. Click a workbook name to open it.

  3. Inside the workbook, click on your specific table to view your data, add columns, or run enrichments.

  4. Click Workbooks in the sidebar again to return to your main list.

You can click any sidebar item at any time to jump to that section.

Troubleshooting

The sidebar is missing or only shows icons.
Click the TexAu logo at the top of the sidebar to expand it.

I cannot find Integrations in the sidebar.
Integrations is not a top-level sidebar item. Go to Settings (gear icon) and then click the Integrations tab.

I do not see Billing in Settings.
The Billing tab is only visible to users with the Owner or Admin role. Ask your workspace Owner if you need billing access.

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