## Dashboard layout

Your Dashboard has three main areas:

- **Sidebar** (left) — Your primary navigation
- **App bar** (top) — Search, notifications, and your user menu
- **Main content area** (center) — The page you navigated to

## Sidebar

The sidebar is your primary navigation. It contains links to the features available under your account tier.

### Global items

These items are always visible in the sidebar, regardless of which use case you have selected:

| Item | Standalone | Centrally Managed | Description |
| --- | --- | --- | --- |
| **Reason Codes & Lists** | Available | No access | View reason codes and manage allow/deny lists. |
| **Batch Jobs** | Available | Available | Run and monitor bulk processing operations. |
| **Reports** | Available | Available | Generate and view reports. |
| **Developer Workbench** | Available | No access | Manage API keys, webhooks, and IP filtering. |

### Use case items

After you select a use case from the **use case selector** dropdown, these items appear:

| Item | Standalone | Centrally Managed | Description |
| --- | --- | --- | --- |
| **Dashboard** | Available | Available | Business and Operations dashboards for the use case. |
| **Workflows** | Full access | View only | View, create, and manage workflows for the use case. |
| **Cases** | Available | Available | View and manage fraud cases, including review queues. |

### Settings items

Click **Settings** in the sidebar to access:

| Item | Standalone | Centrally Managed | Description |
| --- | --- | --- | --- |
| **Users** | Available | Available | Manage users and roles for your account. |
| **Document Verification** | Available | Available | Configure DocV settings (when enabled). |
| **Product Configuration** | Available | View only | View or configure product settings. |
| **Audit Logs** | Available | Available | View the activity audit trail for your account. |
| **Configurations** | Available | No access | Manage tags, statuses, and queues. |

## Use case selector

The **use case selector** is a dropdown at the top of the sidebar. When you select a use case:

- The **Dashboard**, **Workflows**, and **Cases** items appear in the sidebar, scoped to that use case.
- Clicking **Workflows** shows only the workflows for the selected use case.
- Clicking **Cases** shows the case queues for that use case.

If you have not selected a use case, only the global navigation items are visible.

## App bar

The top bar contains:

- **Search** — A global search field
- **Notifications** — A bell icon that opens the notification drawer. A badge shows the unread count.
- **User menu** — Your avatar. Click it to access **Settings** or **Logout**.

## Notifications

Click the **bell icon** in the app bar to open the notification drawer.

- **Filter by category** — Use the filter controls at the top to narrow notifications by type.
- **Infinite scroll** — Older notifications load as you scroll down.
- **Close** — Click the **X** button or press **Escape** to dismiss the drawer.

## What you will not see

Some features visible to your Channel Partner are not available in your client account:

| Feature | Why it is hidden |
| --- | --- |
| **Clients hub** | The Clients hub is a Channel Partner management tool. You do not manage other client accounts. |
| **Account switcher** | Only Channel Partner users with the Account Switcher permission can switch between accounts. |
| **Client View banner** | This banner appears when your Channel Partner views your account. You do not see it during normal use. |

## Keyboard shortcuts

| Shortcut | Action |
| --- | --- |
| **Shift+Ctrl+Arrow** (Windows/Linux) | Collapse or expand the sidebar |
| **Shift+Cmd+Arrow** (macOS) | Collapse or expand the sidebar |
| **Escape** | Close the notification drawer |

## Troubleshooting

| Issue | Cause | Resolution |
| --- | --- | --- |
| A sidebar item is missing | Your tier or role does not include access to that feature. | Check your tier in [Understanding Your Tier](https://help.socure.com/riskos/docs/understanding-your-tier). Contact your Channel Partner if you need access. |
| Dashboard shows no data | You may not have selected a use case, or no data exists yet. | Select a use case from the use case selector dropdown. |
| Cannot access Settings | Your role may not include the required permission. | Contact your Channel Partner or an admin to review your role assignments.