Navigate Spaces

  • Updated on May 29, 2024
  • Published on May 27, 2024
Prev Next

The Admin Portal Navigation Bar from Classic became the Spaces Sidebar.

In Spaces, use the Spaces Sidebar to find what you need in your Admin Portal; using the collapsible, mega menu-style Sidebar menu that you hover and click on to find what you need.

Whether your Sidebar is in expanded or collapsed mode, you can access all modules from it, as demonstrated in the examples below.

Expand or collapse the Sidebar

Decide whether to display the Sidebar’s menu labels, or if you prefer an icons-only menu.

In the Sidebar, just like in Classic’s Navigation Panel, you’ll find:

Create a Service Record

Create a new Service Record by clicking the Sidebar’s ‘plus’ button (or ‘New +’ in expanded mode).

You can open multiple blank Service Record Forms at once, and collapse or expand them from the footer at your convenience.

Search bar

Search your Queue according to Service Record ID, whether the search icon is collapsed or expanded.

Queue

The Queue is the Admin Portal’s default landing page.

Once you’ve navigated to other areas, such as Assets or Analytics, you can return to the Queue by clicking the Service Desk icon.

Assets

Click the Assets icon to use Asset Management, Monitoring, My Desktop, and CMDB.

Analytics

Click the Analytics icon to use all Analytics and Reporting features.

Tools

Click Tools to use Task Project, Calendar, and Chat.

Knowledge Base

Click the lightbulb icon to open your organization’s Knowledge Base.

My Settings

Click your Avatar to open the My Settings window.

You can modify your Settings as found in the Priority, Security, and Preferences tabs, and the Outgoing Email options for Signatures and Out of Office email text.

Settings

Click the Settings (cogwheel) icon to go to the Settings page.

This page includes Settings for:

Settings Section

Settings Pages

Customization

  • Templates & Fields

  • Categories

  • Automations

  • SLA/SLM

  • Service Desk

  • Self-Service Portal

  • Notifications

  • Account

  • Tasks & Projects

Administration

  • User Management

  • Password Services

  • Languages

  • Operating Times

Tracking

  • Reporting

  • Audit Log

Setup & Monitoring

  • Integrations

  • Asset Management

  • Network Discovery

  • Monitoring

  • CMDB

Automations

Click the bird icon to manage your Automations:

  • Routing Rules

  • Email Rules

  • Escalation Rules

  • Reminders

Help Resources

On each page you’re on, you can click the question mark icon, which opens a menu to open various Help resources, including the Documentation article relevant to the feature you’re using.

Example

Clicking on the Help icon opens the relevant Documentation article to the page you’re using