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Dashboard & Navigation

The sidebar is your main menu. What you see depends on your role and your plan.

Top bar

Organization switcher: move between organizations.
Notifications: invitations, requests, and updates.
User menu: profile, account, and logout.
Mobile menu: same links, smaller layout.

Top bar showing organization dropdown, notification bell, and user account menu — Organization switcher, notifications, and account menu

Sidebar sections

Most organizations use these groups:

Dashboard : overview and shortcuts
Finance: invoices , expenses , customers , POS
Community: connections and resources
Operations: projects , tasks , products , teams
Bottom links: settings , help, support

Page header quick action buttons such as New Task or Create Invoice — Quick action buttons change per page

Quick actions

Most pages have a main button at the top (for example: New Project, Add Expense, Invite Member).

Owner controls

Owners can show or hide menu sections in Settings → Advanced.

List page with search box, status filters, and sortable column headers — list filters on tasks or expenses

Need help again?

Open Help from the sidebar or bookmark https://seedlingcrm.com/help/getting-started.