# Find your way around WorkSkedge

> The left sidebar groups everything by function — Projects & Scheduling, Tracking, Resources, Finances, Timesheets, Apps and Settings — and the Settings hub splits into Business, Workflow, Team & Access and Advanced. What you see depends on your roles and on which features your plan includes.

- Product: WorkSkedge
- Section: Getting Started
- Canonical: https://workskedge.com/help/getting-started/find-your-way-around-workskedge
- Updated: 2026-08-31T19:04:04.557769+00:00
- Source: SETTINGS-DIRECTORY.md
- Keywords: workskedge navigation, sidebar, settings hub, features in use, menu missing, role based navigation

## The main navigation

- **Dashboard and Tasks** — your operational summary and your personal task list.
- **Projects & Scheduling** — projects, work orders and the scheduling board.
- **Tracking** — reports and the day-to-day record of what happened on site.
- **Resources** — customers, employees and vendors.
- **Finances** — purchase orders, vendor credits and invoices.
- **Timesheets** — time entry, approvals and payroll exports.
- **Apps** — installed apps such as AI Foreman, WorkProfits and WorkSafe.
- **Settings** — everything configurable, grouped into four categories.

## The Settings hub

- **Business** — Business Profile, Billing & Subscription, Finance Settings.
- **Workflow** — Project & Work Order Rules, Scheduling, Completion Requirements, Custom Fields, Email Notifications, Task Notifications.
- **Team & Access** — Users, Roles, Departments, Skills & Certifications.
- **Advanced** — Data Migration and Queue Monitoring.

## Why your menu may look different

Navigation is filtered twice. First by your roles: an Office Administrator does not see projects and work orders directly, a Site Worker sees their assigned work rather than the whole board. Second by features in use: turning a feature off in company settings hides it from navigation, dashboards and the field app for everyone, and a toggle that reads "Not in your plan" means the feature is not in your current tier.

## Notes and limits

Switching a feature off preserves the existing data — you can turn it back on at any time. Advanced Dispatch and Subcontracts are off by default even on plans that include them.

## Related articles

- [Set up your company: the first five steps](/help/getting-started/set-up-your-company-the-first-five-steps)
- [Add your crew and assign roles](/help/getting-started/add-your-crew-and-assign-roles)
- [What WorkSkedge is and how the pieces fit together](/help/getting-started/what-is-workskedge-and-how-it-fits-together)
- See what each plan includes on the [pricing page](/pricing)

## Screenshots

- WorkSkedge Settings hub with Business, Workflow, Team and Access, and Advanced categories: https://workskedge.com/api/public/help-image/app/v2/gs-settings-hub.webp
- WorkSkedge dashboard and left sidebar navigation: https://workskedge.com/api/public/help-image/app/v2/gs-dashboard.webp

## FAQ

### Why can I not see a menu item a colleague has?

Either your roles do not include it, or the feature is switched off or not in your plan. Roles filter navigation, and disabled features are hidden company-wide.

### What happens to my data if I turn a feature off?

Nothing is deleted. The feature disappears from navigation, dashboards and the field worker app, and the data is there again when you turn it back on.

### What does "Not in your plan" mean on a toggle?

The feature is not included in your current subscription tier. Upgrading in Billing & Subscription makes the toggle available.

### Where do I change company-wide rules?

Settings > Workflow holds project and work order rules, scheduling, completion requirements, custom fields and the notification settings.

### Where do I manage who can do what?

Settings > Team & Access covers users, roles, departments and the skills and certifications library.