Getting Started
Navigating the Easedesk dashboard
Tour of the sidebar, breadcrumb, department switcher, search, AI assistant, and quick-action buttons in the Easedesk dashboard.
Quick answer
The left sidebar groups modules into People, Sales, Finance, Operations, Tax and Settings. The top bar has breadcrumb + department switcher + global search + AI Assistant + notifications + your profile menu. Most lists open in-place; create pages are dedicated routes.
Left sidebar
Module categories are collapsible. Use Settings → Sidebar to reorder or hide modules from your view.
Department switcher
At the top, next to the breadcrumb. If you have access to multiple departments, you can switch between them or 'All departments'. Lists across modules respect this filter.
Global search
Click the search box (or Cmd/Ctrl + K). Searches across customers, invoices, products, employees and more.
AI Assistant
The violet brain icon. Ask questions in plain English — it has context about your tenant data and can pull reports, explain errors, or walk you through workflows.
Frequently asked questions
Can I rearrange the sidebar?
What does the department switcher do?
How do I open the AI Assistant?
Related articles
Still have questions?
Use the AI Assistant inside Easedesk (it has access to your data), or reach our team.
Contact support