Answers come from the product guides and the live pricing
Ask me what the platform does, what it costs, or how a part of it works. I answer from the published guides and the current plans, and I say so when something is not in them.
Try one of these
Written by an assistant. Nothing here is a quote or a contract.
How to use
Where everything is
Checked against the product on 3 September 2026
Where everything is
Every screen in the product, and the exact path through the menu to reach it. This page is generated from the menu itself, so a route here is the route the product actually uses.
Read a route as clicks, left to right. Sidebar > Register > Assets means open Register in the left sidebar, then click Assets.
🔴 A route is only correct whole. Every route below starts at Sidebar or at Profile menu and names every step in between. Dropping a step, or replacing a step with the name of the App, produces a path that does not exist. Quote a route exactly as written here, or give no route at all.
Two things are not in the sidebar at all, and they are where most billing and account questions are answered.
The profile menu and the top bar
The profile menu is your name and photo at the top right of every page.
Your own name, email, photo and password
Profile menu > My Profile
The workspace and administration settings, as two tabs
Profile menu > Control Centre
Raise a support ticket, or open the Live Support Chat
Profile menu > Support and Help
Your plan, your Apps, capacity and the billing portal
Profile menu > Subscriptions and Billing
Move between the workspaces you belong to
Top bar > workspace switcher
Move between the Apps this workspace has turned on
Top bar > App switcher
Where everything is: how to use guide | ExecCortex
⚠️ You only see a row you are allowed to use. Subscriptions and Billing needs a billing permission, so somebody without it has no such row and is not missing a bug.
The platform itself
⚠️ In the sidebar this is not called "The platform itself". Its screens sit under Dashboard, Administration, Communication, Workspace and Data Intaker. Always write the route from Sidebar, through that name, to the screen.
⚠️ In the sidebar this is not called "Customer Relationship Management". Its screens sit under CRM, Contacts, Revenue, Activities, Communication, Scheduling, Marketing, Automation, Documents, Service, Insights & Reports and CRM Settings. Always write the route from Sidebar, through that name, to the screen.
⚠️ In the sidebar this is not called "Project Management System". Its screens sit under Projects, Activity & Follow-ups and Contracts & Documents. Always write the route from Sidebar, through that name, to the screen.
⚠️ In the sidebar this is not called "Marketing Management". Its screens sit under Director, Brand, Content, Capture, Audience, Automation, Social, Search, Advertising and Settings. Always write the route from Sidebar, through that name, to the screen.
Recommendations
Sidebar > Director > Recommendations
Decisions
Sidebar > Director > Decisions
Brands
Sidebar > Brand > Brands
Brands Budget
Sidebar > Brand > Brands Budget
Brand Kit
Sidebar > Brand > Brand Kit
Media Library
Sidebar > Brand > Media Library
Content Studio
Sidebar > Content > Content Studio
Calendar
Sidebar > Content > Calendar
Image Studio
Sidebar > Content > Image Studio
Video Studio
Sidebar > Content > Video Studio
Landing Pages
Sidebar > Capture > Landing Pages
Forms
Sidebar > Capture > Forms
Subscriptions
Sidebar > Capture > Subscriptions
People
Sidebar > Audience > People
Journeys
Sidebar > Automation > Journeys
Networks
Sidebar > Social > Networks
Posts
Sidebar > Social > Posts
Inbox
Sidebar > Social > Inbox
Reviews
Sidebar > Social > Reviews
Post viewer
Sidebar > Social > Post viewer
EGC Agent
Sidebar > Social > EGC Agent
My Advocacy
Sidebar > Social > My Advocacy
Site Audit
Sidebar > Search > Site Audit
Rank Tracking
Sidebar > Search > Rank Tracking
AI Visibility
Sidebar > Search > AI Visibility
Agent Readiness
Sidebar > Search > Agent Readiness
Agent Surface
Sidebar > Search > Agent Surface
Ad Accounts
Sidebar > Advertising > Ad Accounts
Spend and Return
Sidebar > Advertising > Spend and Return
Insights
Sidebar > Advertising > Insights
Creators
Sidebar > Advertising > Creators
Collaborations
Sidebar > Advertising > Collaborations
Marketing Settings
Sidebar > Settings > Marketing Settings
Invoicing Management System
⚠️ In the sidebar this is not called "Invoicing Management System". Its screens sit under Invoices, Payroll, Reports & Finance, Catalog and Setup. Always write the route from Sidebar, through that name, to the screen.
IMS Dashboard
Sidebar > Invoices > IMS Dashboard
Invoices
Sidebar > Invoices > Invoices
Quotations
Sidebar > Invoices > Quotations
Payments
Sidebar > Invoices > Payments
Pay Links
Sidebar > Invoices > Pay Links
Recurring
Sidebar > Invoices > Recurring
Credit Notes
Sidebar > Invoices > Credit Notes
Staff Directory
Sidebar > Payroll > Staff Directory
Payslips
Sidebar > Payroll > Payslips
Payslip Groups
Sidebar > Payroll > Payslip Groups
Salary Sheet
Sidebar > Payroll > Salary Sheet
Schedule
Sidebar > Payroll > Schedule
Reports & Analytics
Sidebar > Reports & Finance > Reports & Analytics
Expenses Recorder
Sidebar > Reports & Finance > Expenses Recorder
Products
Sidebar > Catalog > Products
Directory
Sidebar > Catalog > Directory
Templates
Sidebar > Setup > Templates
Payment Gateways
Sidebar > Setup > Payment Gateways
Settings
Sidebar > Setup > Settings
Human Resource Management
⚠️ In the sidebar this is not called "Human Resource Management". Its screens sit under HRM, HR AI Assistant and Signed Documents. Always write the route from Sidebar, through that name, to the screen.
HRMS Dashboard
Sidebar > HRM > HRMS Dashboard
My Profile
Sidebar > HRM > My Profile
Employees
Sidebar > HRM > People > Employees
Org Chart
Sidebar > HRM > People > Org Chart
Upcoming
Sidebar > HRM > People > Upcoming
Documents
Sidebar > HRM > People > Documents
Assets
Sidebar > HRM > People > Assets
Access
Sidebar > HRM > People > Access
Job Openings
Sidebar > HRM > Hiring > Job Openings
Candidates
Sidebar > HRM > Hiring > Candidates
Interviews
Sidebar > HRM > Hiring > Interviews
Offers
Sidebar > HRM > Hiring > Offers
Talent Pool
Sidebar > HRM > Hiring > Talent Pool
Onboarding
Sidebar > HRM > Lifecycle > Onboarding
Offboarding
Sidebar > HRM > Lifecycle > Offboarding
Attendance
Sidebar > HRM > Times & Leaves > Attendance
Shifts
Sidebar > HRM > Times & Leaves > Shifts
Timesheets
Sidebar > HRM > Times & Leaves > Timesheets
Leave
Sidebar > HRM > Times & Leaves > Leave
Leave Calendar
Sidebar > HRM > Times & Leaves > Leave Calendar
Holidays
Sidebar > HRM > Times & Leaves > Holidays
Approvals
Sidebar > HRM > Times & Leaves > Approvals
Payroll Runs
Sidebar > HRM > Payroll > Payroll Runs
Compensation
Sidebar > HRM > Payroll > Compensation
Claims
Sidebar > HRM > Payroll > Claims
Loans
Sidebar > HRM > Payroll > Loans
Settlements
Sidebar > HRM > Payroll > Settlements
Statutory
Sidebar > HRM > Payroll > Statutory
Payroll Accounts
Sidebar > HRM > Payroll > Payroll Accounts
Reviews
Sidebar > HRM > Growth > Reviews
One to Ones
Sidebar > HRM > Growth > One to Ones
Feedback
Sidebar > HRM > Growth > Feedback
Surveys
Sidebar > HRM > Growth > Surveys
Courses
Sidebar > HRM > Growth > Courses
Certifications
Sidebar > HRM > Growth > Certifications
Skills
Sidebar > HRM > Growth > Skills
Announcements
Sidebar > HRM > Workplace > Announcements
Policies
Sidebar > HRM > Workplace > Policies
HR Cases
Sidebar > HRM > Workplace > HR Cases
Requests Inbox
Sidebar > HRM > Employee Portal > Requests Inbox
Portal Setup
Sidebar > HRM > Employee Portal > Portal Setup
Reports
Sidebar > HRM > Insight > Reports
Saved reports
Sidebar > HRM > Insight > Saved reports
HR Settings
Sidebar > HRM > Setup & Tools > HR Settings
My Tools
Sidebar > HRM > Setup & Tools > My Tools
Staff Directory
Sidebar > HRM > Staff Directory
HR AI Assistant
Sidebar > HR AI Assistant
Signed Documents
Sidebar > Signed Documents
E-commerce Management
⚠️ In the sidebar this is not called "E-commerce Management". Its screens sit under Stores, Sales, Returns, Catalog, Customers, Marketing, Risk & Alerts, Insights and Setup. Always write the route from Sidebar, through that name, to the screen.
Stores
Sidebar > Stores > Stores
Orders
Sidebar > Sales > Orders
Store Credits
Sidebar > Sales > Store Credits
Discounts
Sidebar > Sales > Discounts
Return Requests
Sidebar > Returns > Return Requests
Returns Insights
Sidebar > Returns > Returns Insights
Self Service Portal
Sidebar > Returns > Self Service Portal
Products
Sidebar > Catalog > Products
Collections
Sidebar > Catalog > Collections
Locations
Sidebar > Catalog > Locations
Inventory
Sidebar > Catalog > Inventory
Stock pools
Sidebar > Catalog > Stock pools
Suppliers
Sidebar > Catalog > Suppliers
Purchase orders
Sidebar > Catalog > Purchase orders
Transfers
Sidebar > Catalog > Transfers
Stock counts
Sidebar > Catalog > Stock counts
Store customers
Sidebar > Customers > Store customers
Live visitors
Sidebar > Customers > Live visitors
Chat Widget
Sidebar > Customers > Chat Widget
Chat Conversations
Sidebar > Customers > Chat Conversations
Recovery
Sidebar > Marketing > Recovery
Back in Stock
Sidebar > Marketing > Back in Stock
Order Messages
Sidebar > Marketing > Order Messages
Abandoned carts
Sidebar > Marketing > Abandoned carts
Product Pages
Sidebar > Marketing > Product Pages
Risk checks
Sidebar > Risk & Alerts > Risk checks
Connection alerts
Sidebar > Risk & Alerts > Connection alerts
Analytics
Sidebar > Insights > Analytics
Settings
Sidebar > Setup > Settings
ToolsKit
Sidebar > Setup > ToolsKit
Asset Management
⚠️ In the sidebar this is not called "Asset Management". Its screens sit under Register, People & custody, Maintenance, Cover, Vendors, Books and Setup. Always write the route from Sidebar, through that name, to the screen.
Assets
Sidebar > Register > Assets
Places
Sidebar > Register > Places
Floor plans
Sidebar > Register > Floor plans
Costs
Sidebar > Register > Costs
Asset intelligence
Sidebar > Register > Asset intelligence
Reports
Sidebar > Register > Reports
Asset labels
Sidebar > Register > Asset labels
Audits
Sidebar > Register > Audits
Staff Directory
Sidebar > People & custody > Staff Directory
Holdings by person
Sidebar > People & custody > Holdings by person
Custody ledger
Sidebar > People & custody > Custody ledger
Work orders
Sidebar > Maintenance > Work orders
Schedules
Sidebar > Maintenance > Schedules
Policies
Sidebar > Cover > Policies
Claims
Sidebar > Cover > Claims
Warranties
Sidebar > Cover > Warranties
Service contracts
Sidebar > Vendors > Service contracts
Service visits
Sidebar > Vendors > Service visits
Companies
Sidebar > Vendors > Companies
Vendor performance
Sidebar > Vendors > Vendor performance
Depreciation books
Sidebar > Books > Depreciation books
Net book values
Sidebar > Books > Net book values
Period runs
Sidebar > Books > Period runs
Categories
Sidebar > Setup > Categories
Service levels
Sidebar > Setup > Service levels
Settings
Sidebar > Setup > Settings
If a route is not there
A screen you cannot see is usually not a fault. The sidebar is built per person from two things: which Apps this workspace has turned on, and which permissions your role holds. A colleague seeing a row you do not see means one of those two differs, not that anything is broken.
