Platform Navigation
Learn how to navigate the PartnerAlly platform, including the sidebar, dashboard, and key areas.
Platform Navigation
Once you've completed onboarding, you'll land on your dashboard. This guide helps you understand how to navigate PartnerAlly and find what you need.
The Sidebar
The sidebar is your main navigation tool. It appears on the left side of every page and organizes all platform features into logical sections.
Main Navigation
| Icon | Section | Description |
|---|---|---|
| 📊 | Dashboard | Your compliance overview and key metrics |
| ⚠️ | Compliance Gaps | Gaps identified by AI analysis |
| 📄 | Documents | Uploaded policies and evidence |
| 🛡️ | Risks | Risk registry and priority queue |
| 🔄 | Workflows | Remediation workflows |
| ✅ | Tasks | Your action inbox |
| 📝 | Forms | Data collection forms |
| 📚 | Learning | Training and best practices |
| 🔔 | Intelligence | Compliance news and updates |
| 🤖 | AI Governance | AI oversight and audit trail |
Bottom Navigation
At the bottom of the sidebar, you'll find:
- Settings - Your personal preferences and account settings
- Admin - Organization settings (if you're an admin)
- Your Profile - Click your avatar to access profile options
Understanding the Dashboard
The dashboard is your home base. It shows the health of your compliance program at a glance.
Dashboard Cards
Trust Rating
Your overall compliance score across all frameworks. Click to see the breakdown by framework.
Framework Health
Individual scores for each enabled framework. Color-coded for quick status checks.
Control Status
How many controls are passing, failing, or need attention across your frameworks.
Risk Exposure
Your current risk levels, with counts by severity (Critical, High, Medium, Low).
Audit Readiness
How prepared you are for an audit, based on evidence and control coverage.
Workflows In Progress
Active remediation workflows and their current status.
Navigation Patterns
Breadcrumbs
Every page shows breadcrumbs at the top, helping you understand where you are:
Dashboard > Compliance Gaps > SOC 2 > AC-1.1Click any breadcrumb segment to navigate back to that level.
Detail Views
Many items open in a detail view:
- Gaps - Click any gap to see its full details, AI analysis, and linked items
- Tasks - Click to open a task sheet with actions and comments
- Workflows - Click to view the workflow canvas with all steps
- Documents - Click to see analysis results and linked gaps
Filters and Search
Most list views include:
- Search bar - Find items by name or content
- Status filters - Filter by status (Open, In Progress, Resolved, etc.)
- Framework filters - Focus on specific compliance frameworks
- Sort options - Sort by date, priority, or alphabetically
Keyboard Shortcuts
PartnerAlly supports keyboard navigation for power users:
| Shortcut | Action |
|---|---|
G then D | Go to Dashboard |
G then G | Go to Gaps |
G then W | Go to Workflows |
G then T | Go to Tasks |
/ | Focus search |
? | Show all shortcuts |
Esc | Close modal or sheet |
Press ? anywhere in the platform to see the full keyboard shortcuts reference.
Mobile Navigation
On mobile devices:
- The sidebar collapses into a hamburger menu (tap the ☰ icon)
- Detail views open as full-screen sheets
- Swipe left on list items for quick actions
Quick Actions
Global Create Button
The + button in the top navigation lets you quickly create:
- New document upload
- New risk entry
- New workflow
- New form
Context Menus
Right-click (or long-press on mobile) on items to see available actions:
- Edit
- Delete
- Duplicate
- Export
- Share
Getting Help
In-App Assistance
- AI Chat - Click the chat icon to ask questions about compliance or get platform help
- Tooltips - Hover over any icon or metric to see an explanation
- Learn More - Many sections include "Learn More" links to relevant documentation
Support Resources
- Documentation - You're here! Browse for detailed guides
- Contact Support - Available via Settings > Help & Support
- Community - Join our community forum for peer discussions
Next Steps
Now that you know your way around:
- Explore your Dashboard - Understand your metrics
- Upload a Document - Start AI analysis
- Review Compliance Gaps - See what needs attention
- Create a Workflow - Start remediating gaps