> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msgcompanion.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Find your way around

> The sections of the web app, who sees which, search, the menu under your name and the bell.

The sidebar on the left takes you everywhere. The menu at the top of it names the section you are in. Click it to change section. **Settings** sits on its own at the foot of the sidebar, just above your name.

## The sections

| Section | What it is for |
| - | - |
| **Home** | Your day at a glance, and what needs you. |
| **Conversations** | The shared inbox. Every WhatsApp and website chat, and where you reply. |
| **Contacts** | Your customer list: import, sync, tag and record opt-outs. |
| **Broadcasts** | Send one approved template to many customers. |
| **Templates** | Messages you can send a customer first, and forms. Each shows its status with Meta. |
| **Workflows** | Steps that run by themselves, such as a reminder when a chat goes quiet. |
| **Analytics** | Sales through chat, response times and how the team is doing. |
| **WhatsApp** | Your connected numbers, with their status and health. |
| **Website chat** | The chat button for your own website. |
| **Integrations** | Your shop, payment links, calendar and other connected systems. |
| **Settings** | Your own account, and the workspace's settings. |

**WhatsApp**, **Website chat** and **Integrations** are grouped under **Configuration** in the menu.

## Who sees which section

You only see the sections your role can open.

| Section | Rep | Manager | Admin | Owner |
| - | - | - | - | - |
| Home, Conversations, Templates, Workflows, Settings | Yes | Yes | Yes | Yes |
| Contacts, Broadcasts, Analytics | No | Yes | Yes | Yes |
| WhatsApp, Website chat, Integrations | No | No | Yes | Yes |

A few things to know:

* A rep sees their own conversations and unassigned ones, not a teammate's.
* Reps and managers can look at workflows. Owners and admins build them and switch them on.
* Everyone can send an approved template. Owners and admins write new ones.
* Analytics is part of the Growth and Business plans.
* In **Settings**, everyone has their own profile and notification settings. Managers can also manage saved replies and their own team. Workspace settings are for owners and admins, and only the owner can change the plan.

See [Roles](/team/roles) for the full list.

## Search

Press **Cmd+K** on a Mac or **Ctrl+K** on Windows from anywhere, or click the search field. The field is at the top of most screens, and at the top of the sidebar in **Conversations**.

Search finds customers by name or number, words from a message, templates, workflows and pages. Type at least two characters. Use the arrow keys and **Enter** to open a result.

You only get results you are allowed to open.

## The menu under your name

Click your name at the bottom of the sidebar.

* **Your account**: your name, security and two-factor authentication.
* **Theme**: **Light**, **Dark** or **System**.
* **Take a tour**: the two-minute tour, on sample data.
* **Setup guide**: brings the setup checklist back. Owners and admins only.
* **Help centre**: answers to common questions, inside the app.
* **Service status**: opens the status page.
* **Sign out**.

## The bell

The bell lists new messages, payments and chats given to you. It can also list follow-up reminders, expired payment links, Meta's decisions on templates, failed workflow runs and broadcasts that finished or stopped.

* A dot on the bell means something is unread.
* Click a row to go to it. Opening a chat clears what the bell had to say about it.
* Choose **Mark all as read** to clear the lot.
* Choose **Turn on desktop notifications** to hear about new messages while the tab is in the background.

The bell is at the top of most screens, and at the top of the sidebar in **Conversations**.

See [Notifications](/conversations/notifications).

## Related

* [Quickstart](/get-started/quickstart)
* [The inbox](/conversations/inbox)
* [Roles](/team/roles)
* [Using the phone app](/phone-app/using-the-app)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.