# 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](creating-your-account.md). ## 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. --- ## What is next * [Your First Enrichment](your-first-enrichment.md) - Walk through running your first data enrichment * [Key Concepts](key-concepts.md) - Learn about Tables, Templates, and other core ideas * [Creating Your Account](creating-your-account.md) - Go back to account setup if needed