Find Portal menus and guides
The Chat / Admin switch at the top changes the sidebar. Check the role shown in your account menu first. The management list below reflects a tenant administrator's view; ordinary members may see fewer entries according to their permissions and organization settings.
Chat and personal settings
| Location | Purpose | Guide |
|---|---|---|
| Chat → New chat / room search | Talk to Agents and find Rooms | Chat Rooms, Previous conversations |
| Room → Message search | Search loaded messages | Message search |
| Room → Open workspace | Available PC/ClawPod controls, workboard, Artifacts, and meeting notes | Desktop, Outputs, Meeting notes |
| Account at bottom left → Settings | Profile, password/MFA, appearance, and notifications | Account settings, Security |
| Account at bottom left → Language | Portal display language | Language settings |
| Top notification button → View all notifications | Notification history and delivery preferences | Notifications |
The Chat workboard and the organization Tasks screen in Admin mode are different views. Available workspace tools and counts depend on the selected Room and Agent state.
Tenant administrator menus
Select Admin at the top. These entries are not a promise that ordinary members have the same menu access.
| Section | Entry | Guide |
|---|---|---|
| Start | Onboarding | Workspace setup |
| Start | Dashboard | Dashboard, Usage |
| Management | Agents | Create, Manage |
| Management | Organizations | Organizations and members |
| Management | Tasks | Tasks and Milestones |
| Analytics | Overview, Costs | Analytics and costs |
| Integrations | Webhooks | Webhooks |
| Integrations | WebChat | Website widget installation |
| Integrations | AI Key Management | AI connections |
| Platform | Announcements | Tenant announcements |
| Platform | Plans | Subscriptions and payments |
| Security | IAM | Users and policies |
| Security | Audit Log | Audit history |
For tenant administrators, Plans opens billing management. This differs from the platform super administrator's plan catalog and pricing editor.
Missing menus
Check your role, current organization, selected mode, and allowed menus. Ask your tenant administrator if a needed entry is missing. Documents, separate AI Chat/Chat Archive, Settings → Workspace/System, and Monitoring are not baseline customer entry points in this guide. Do not guess URLs or broaden permissions just because an entry is absent.