---
title: "Navigation Panel"
slug: "navigation-panel"
updated: 2026-05-31T05:28:26Z
published: 2026-05-31T05:28:26Z
canonical: "support.xyicon.com/navigation-panel"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.xyicon.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigation Panel

The **Navigation Panel** in Xyicon provides access to organization-wide features and portfolio-specific workspaces. It is divided into two main sections:

- **Organization-level navigation**
- **Workspace-level navigation**

Understanding these sections helps you move efficiently across organizations, portfolios, and views within Xyicon.

---

## Organization-Level Navigation

The Organization-level section appears by default when you sign in to Xyicon. It allows you to manage and navigate across organizations and high-level modules.

![](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/image(71).png)

### 1. Organization Switch

Use the **Organization Switch** button to view and select from the organizations available to you.

Selecting a different organization updates the modules and views accordingly.

### 2. Home

Click the **Home** button to return to the main dashboard of the selected organization.

### 3. Modules

The following module buttons provide access to core organization-level features:

- **Portfolios** – View and manage portfolios within the organization.
- **Catalogs** – Access and manage catalogs used across portfolios.
- **Reports** – Create and view organization-wide and portfolio-level reports.

### 4. Portfolio Switch

The **Portfolio Switch** button displays the active portfolio.

To switch to another available portfolio, click this button and select a portfolio from the list.

Selecting a portfolio opens the Workspace-level navigation panel.

---

## Workspace-Level Navigation

The Workspace-level navigation becomes available once a portfolio is selected. It provides access to portfolio-specific spaces and views.

![](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/image(73).png)

### 1. Spaces

The **Spaces** section lists all spaces available within the selected portfolio.

Use this section to navigate between different spaces.

### 2. Create View

Click **Create View** to [create a new custom view](/v1/docs/creating-a-view) for the selected portfolio.

### 3. Views

The **Views** button expands to display all [views](/v1/docs/creating-a-view) created within the organization.

These views can be reused across portfolios where applicable.

### 4. Favorite Views

The **Favorite Views** section displays only the views you have marked as favorites.

This allows quick access to frequently used views.

---

## Navigation Panel Controls

### 1. Pin Navigation Panel

Use the **Pin** button (![](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/sidebar.svg)) at the top of the navigation panel to pin it to the left side of the screen for persistent visibility.

### 2. Import

The **Import** button (![](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/Import.svg)) at the bottom of the panel allows you to import data into the selected portfolio.

### 3. Help

Click **Help** (![](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/help.svg)) to access product help resources and documentation.

### 4. Settings

Use **Settings** (![](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/Settings.svg)) to manage application and user-specific configurations.