Along the left side of Privv is the Navigation Bar that contains all the company modules used for setting up your company.
The Navigation Bar contains the following modules:
- Projects: The Projects page shows a list of all the projects you have been assigned.
- Opening a project will add the project modules to the Navigation Bar. Learn more about project modules here __.
- Departments/Clients: Depending on your version of Privv, you will either see the Departments page or Clients page.
- Departments: The Departments page shows all departments associated with Privv.
- Clients: The Clients page shows a list of all clients assigned to projects in Privv. This is where you add a new client to the platform.
- Vendors: The Vendors page shows a list of all vendors assigned to projects in Privv. This is where you add a vendor to the platform.
- Our Team: The Our Team page shows the members of your team, their information, their assigned role in Privv, if they have accepted their invite to join Privv, and a button that shows any projects that team member is working on.
- Configuration: If you are an Admin on your team's Privv, the Configuration page is where you will set up your company's settings.
- Knowledge Base: The Knowledge Base directs you to this Knowledge Base of help articles and tutorials on different aspects of Privv.
Helpful Tips:
At the bottom of the Navigation Bar, you can edit your Profile or Log Out.
You can minimize the Navigation Bar by pressing the blue arrow at the top of the Navigation Bar.
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