Switching business panels

Business panels keep the sidebar short. Each panel holds the pages for one line of business, so a trading team doesn't scroll past loan pages and the other way round.

Switch to another panel

1. Open the sidebar.
2. Click the panel name at the top of the sidebar (for example Lending).
3. Pick the panel you want. The sidebar and the dashboard change straight away.

Your choice is remembered, so the next time you sign in you start in the same panel.

Why can't I see a panel?

• Your plan doesn't include the module. Your organization admin can check this under Subscription & Billing.
• Your role or your own panel list doesn't include it. Admins can choose which panels each staff member or role uses.
• Your role has no permission for any page in it. A panel with nothing you can open is hidden.

Note: Panels only group pages. They never give access to a page your role can't open.