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Navigation

An overview of SiteRise's main navigation and how to move around the platform.

Purpose

This article covers how to navigate SiteRise so you can quickly find projects, tools, and information.

Who Uses This

All users — this is foundational knowledge for anyone working in SiteRise.

How It Works

The main navigation menu gives you access to the core areas of SiteRise, including: Projects, Locations, Companies, Files & Photos, Reporting, and Notifications.

Use the search bar at the top of the screen to quickly jump to a specific project, file, or contact.

Best Practices

  • Use search instead of manually browsing when you know part of the name of what you're looking for.

  • Familiarize yourself with the icons in the nav bar — they stay consistent across every project.

  • Pin or favorite frequently used projects if that feature is available to you.

Common Questions

Why don't I see all the navigation options other users have? Navigation options may vary based on your assigned role and permissions.

Troubleshooting

If a section you expect to see is missing from your navigation, contact your administrator to confirm your permissions (see Administration > Roles).

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