Page Navigation Overview

This guide explains how to navigate WiseComply using the left menu bar, top bar, and within-page navigation. Understanding the navigation structure helps you move efficiently between sections and find what you need.

Overview of WiseComply Navigation

WiseComply has three main navigation areas:

1. Left Menu Bar - Main navigation to all pages

2. Top Bar - Society name and user account access

3. Within-Page Navigation - Tabs, buttons, and page-specific controls

The left menu bar is your primary navigation tool, always visible on the left side of the screen.

Menu Items

The menu contains links to all major sections of WiseComply:

• Dashboard - Your home base and control center

• Society Profile - Society information and details

• Constitution - Constitution building and storage

• Committees and Officers - Officer and committee management

• Meetings - Meeting scheduling and documentation

• Membership - Member register management

• Finances - Financial compliance tracking

• Records - Document storage

• Ask WiseComply AI - AI assistant for help

How to Use the Left Menu

Navigating to a Page:

1. Click any menu item

2. The page loads in the main content area

3. Current page is highlighted in the menu

Menu Behavior:

• Menu remains visible on all pages

• Current location is highlighted

• Click any item at any time to navigate

• No need to navigate in order

Note: For detailed information about what each page does, refer to the individual page help guides.

The top bar runs across the top of the screen on all pages.

Right Side: User Account

Your Name Display

• Shows your first name

• Click to open dropdown menu

Dropdown Menu Options:

• Settings - Access your account settings (Profile, Notifications, Security, Delete Account)

• Sign Out - Log out of WiseComply

Accessing Account Settings

1. Click your name in the top-right corner

2. Select "Settings"

3. Opens Account Settings page

Signing Out

1. Click your name in the top-right corner

2. Select "Sign Out"

3. You'll be logged out and returned to sign-in page

Page Header:

• Page title and icon at top

• Action buttons (e.g., "Add Officer", "Schedule Meeting")

Actions & Obligations Panel:

• Left sidebar on most pages

• Shows tasks and requirements

• Blue links = actions available

• Green checkmarks = completed items

Main Content Area:

• Centre/right of page

• Where you complete tasks and view information

Tabs

Many pages organise content using tabs:

Using Tabs:

1. Click tab name to switch view

2. Active tab is highlighted

3. Content updates to show selected information

Pages with Tabs:

• Officers (Officer Register | Interests Register)

• Meetings (Upcoming | Past | Decisions | AGM Planning)

• Dashboard (Multiple tab sets)

• Account Settings (Profile | Notifications | Security | Delete Account)

Constitution Builder Navigation

The Constitution Builder has special navigation:

Jump to Section:

• Quick links to all 12 sections

• Click to jump directly to any section

• Shows status for each section

Sequential Navigation:

• "Next" and "Previous" buttons within sections

• Navigate through subsections in order

Mobile and Responsive Navigation

Desktop/Laptop (Recommended):

• Full navigation always visible

• All features accessible

• Optimal experience

Mobile/Tablet:

• Navigation may collapse to menu icon

• Some features may be limited

• Desktop recommended for complex tasks

About the Menu:

• Always visible

• Cannot be collapsed or hidden

• Current page is highlighted

• Free navigation - no required order

About Saving:

• Check for "Save" buttons before navigating

• Some sections auto-save, most don't

• Don't rely on browser back to save work

About Access:

• One account = one society (currently)

• All pages accessible to all users

• No role-based restrictions (yet)

• Can I hide the left menu? No, it remains visible for easy navigation.

• How do I know which page I'm on? The current page is highlighted in the left menu.

• What if I navigate away without saving? Unsaved changes may be lost. Always click "Save" before navigating.

• Can I use browser back/forward buttons? Yes, but using the menu is clearer and more reliable.

• Do I need to navigate in a specific order? No, you can navigate freely. However, workflows suggest a logical order for completing compliance tasks.

• Can I open multiple pages at once? Yes, by opening multiple browser tabs/windows.

• How do I switch between societies? Currently not supported. One account manages one society.

• What does the highlighted tab mean? Shows which tab's content is currently displayed.