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User Guide/🌄Getting Started

Getting Started

Navigating the Platform

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Main Account Navigation

The left-hand side of the screen provides the main navigation menu used to access all modules within Stackd.
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The modules displayed in the main navigation vary based on your role and permission level within Stackd.
 
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If a number is displayed beside a module name it represents your count of open tasks or unread memos. Reduce this count by completing tasks or selecting memos and clicking “Archive”.

User-Specific Navigation

The bottom left-hand section of the navigation is where you can see your specific account details.
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Content Area

The content area displays account-specific information and updates dynamically based on the module you have selected.

Filter Data

Most module list views include filtering options that allow you to narrow results and locate specific information more efficiently.

To apply filters:

  1. Click “Filters”
  1. Select the relevant filter criteria
  1. Review the filtered results displayed below the search field
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Filters are module-specific and may vary depending on the data being displayed.
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