Getting StartedUpdated May 2026
Basic Navigation
How to navigate around Tetri Copilot — sidebar, menus, and key pages.
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Overview
Tetri Copilot uses a left sidebar for navigation. The sidebar is divided into groups of related features. Click a group header to expand it and see its individual pages.
Navigation Elements
| Field | Required | Description |
|---|---|---|
Logo / Home | — | The Tetri Copilot logo at the top of the sidebar. Click it to go to the Dashboard. |
Sidebar Groups | — | Grouped navigation sections — Revenue, Expenses, Compliance, Documents, etc. Click the group name to expand or collapse it. |
Active Link | — | The currently active page is highlighted in blue in the sidebar. |
Top Bar | — | The horizontal bar at the top shows your workspace name, a notification bell, and your user avatar. |
Notification Bell | — | Click the bell icon in the top bar to see recent notifications. |
User Menu | — | Click your avatar or name in the top bar to access notification preferences or sign out. |
AI Assistant Button | — | A floating button in the bottom-right corner opens the AI Assistant widget. |
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Tip
On mobile devices, the sidebar is hidden by default. Tap the menu icon (three horizontal lines) in the top-left corner to open it.
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