> For the complete documentation index, see [llms.txt](https://docs.helpyousponsor.com/guides/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.helpyousponsor.com/guides/getting-started/navigation.md). # Navigation Navigation in HelpYouSponsor helps you get to the part of the admin area that matches the work you want to do: managing programs, donors, giving records, communications, automations, imports, reports, and organization settings. The menu is permission-aware. Your account may not show every item in this guide. Some items also appear only when a feature is enabled for your organization or when you have beta access. ### Choose the area for your work On desktop, the main menu is located on the left side of the admin area. You can keep it expanded or collapse it to an icon-only view. Each section can also be expanded or collapsed.

Main navigation menu in the admin dashboard.

Use the main menu to open the area that matches the task you want to complete: * **Dashboard:** Review readiness, priority actions, fundraising movement, program pressure, trips, wealth insights, and recent activity. See [Dashboard](/guides/getting-started/dashboard.md). * **Aida:** Open Aida workspace tools when Aida is enabled for your account. * **Wrapped:** Review seasonal Wrapped reporting when it is available. * **Tasks:** Capture and manage follow-ups for your workspace. If overdue tasks exist, the menu can show a task count badge. * **Programs:** Manage program-related work. * **Recipients:** Work with recipient programs and recipient records. * **Campaigns:** Work with fundraising campaign programs. * **Trips:** Manage trips, participants, tasks, documents, fundraising milestones, and trip details. See [Trips](/guides/core-features/program-management/trips.md). * **Events:** Manage event fundraising and event-day tools when events are enabled. * **Program Setup:** Manage program settings, forms, auto-email attachments, and other setup options. * **Donors & Giving:** Manage donor and giving records. * **Donors:** Work with donor profiles, households, duplicate donors, notes, files, donations, and donor-level insights. * **Sponsorships:** View and manage sponsorship relationships. * **Donations:** Track donations, refunds, failed payments, and soft credits. * **Reports:** Open saved reports, templates, and report worksheets when reporting is enabled for your account. * **Fundraising:** Use fundraising intelligence tools. * **Stewardship:** Review donor and fundraising insights when the fundraising hub is enabled. * **Grants:** Open grant tools when they are available for your account. * **Insights:** Open donor wealth insights when they are enabled. See [Wealth Insights](/guides/core-features/donor-management/wealth-insights.md). * **Communications:** Manage direct and broadcast communication. * **Conversations:** Moderate sponsor and recipient messages. This was previously called Message Manager. * **SMS Messaging:** Open two-way supporter texting when it is enabled for your account. * **Newsletters:** Create and send newsletter emails. * **Print Mailings:** Create letters, labels, and print-ready donor communications when it is enabled for your account. * **Automations:** Manage automated relationship workflows. * **Journeys:** Build relationship journeys when enabled for your account. * **System Automations:** Manage automatic email and SMS templates used by program events. * **Data & Imports:** Import donor, donation, sponsorship, recipient, and program data. * **Settings:** Manage organization-level setup. * **Admins and Permissions:** Invite admins and manage permission sets. * **Account Settings:** Update account, email, template, notification, and billing settings. * **Integrations:** Connect third-party services. * **Integration Hub:** Manage newer integration workflows when enabled for your account. * **Payment Gateways:** Configure payment providers. * **Referrals:** Refer other organizations to HelpYouSponsor. > **NOTE:** If you cannot see a page you expected to use, ask an organization admin to review your permission set. Some menu items also depend on feature flags or beta access, so they may not appear for every organization. ### Work faster with Quick actions Use **Quick actions** when you know what you want to do and do not want to browse through the full menu. Open Quick actions from the sidebar search field, the icon-only sidebar search button, the mobile search button, or the keyboard shortcut shown in the app. On most keyboards, use `Ctrl K`; on Mac, use `Command K`. You can also press `/` when you are not typing in a field.

Quick actions palette with action and navigation results.

Quick actions can help you: * Search for a donor by name, email, or phone number and open the donor profile. * Add a note to a donor after selecting the donor. * Add a donation after selecting the donor. * Create a task when Tasks is enabled. * Find a recipient by choosing a program, then searching recipients in that program. * Create a newsletter. * Create a sponsorship. * Create a journey when Automations is enabled. * Import data. * Open Ask HYS AI when it is available for your account. * Jump to common pages such as Dashboard, Donors, Donations, Recipients, Sponsorships, Campaigns, Households, Trips, Newsletters, Conversations, SMS Messaging, System Automations, Print Mailings, Insights, Imports, Activity Log, and Settings. Quick actions also respect your permissions. If you do not have access to a page or action, it will not appear in the list. ### Review workspace and setup shortcuts Use the workspace name at the top of the sidebar when you need workspace-level shortcuts. Depending on your permissions, this menu can open workspace settings, admins and permissions, and HelpYouSponsor resources.

Workspace menu opened from the top of the sidebar.

If setup items need attention and you have access to the related settings, HelpYouSponsor shows a setup warning near the top of the sidebar. Use it to finish account setup items that can affect emails, donations, and payment workflows.

Finish setup menu with account and payment setup items.

The setup menu can point you to: * Email sender settings. * Payment gateway setup. * Stripe webhook setup. * PayPal webhook setup. * Admins and permissions. * Account settings. * Payment settings. * Activity log. ### Check notifications, help, and product updates The notification icon opens recent notifications for your account. Admins can choose which notification topics appear for them in [Notification Preferences](/guides/administration/notification-preferences.md). Use **What's new** near the bottom of the sidebar to review product updates. Updates can open a detail drawer, and the menu also links to the full changelog.

What's new menu with recent product updates.

Use **Help & resources** when you need documentation, support contact details, keyboard shortcuts, system status, or a direct path to settings.

Help and resources menu with documentation and keyboard shortcuts.

### Manage your account The account menu is located at the bottom of the sidebar. Open it when you need to change your theme, open account settings, review activity, view changelogs, access Super Admin tools, or sign out.

Account menu at the bottom of the sidebar.

Depending on your permissions, the account menu can include: * **Switch theme to dark mode:** Changes the interface theme. * **Account settings:** Opens your account settings page. * **Activity log:** Opens recent account activity. * **Change logs:** Opens HelpYouSponsor product updates. * **Super Admin:** Appears only for platform admin users. * **Sign out:** Logs you out of HelpYouSponsor. ### Use footer controls on desktop On desktop, some pages show a compact footer with additional global controls.

Desktop footer with status, activity log, shortcuts, language, and Ask HYS controls.

The footer can include: * **System status and app version:** Opens HelpYouSponsor status in a new tab. * **Activity log:** Opens the activity log and can preview recent activity when available. * **Keyboard shortcuts:** Shows shortcuts for Quick actions, settings, and closing menus. * **Language selection:** Changes the admin interface language. Supported languages include English, Chinese, Spanish, Arabic, French, and German. * **Ask HYS:** Opens the HelpYouSponsor assistant when it is available. Some focused pages hide the footer so the page can use the full screen. ### Use navigation on mobile On smaller screens, the top bar gives you access to the menu, language selector, and Quick actions. The main menu opens as a drawer from the left side of the screen. The drawer contains the same permission-aware sections as the desktop sidebar.

Navigation drawer on a mobile screen.

Use the close button, the page overlay, or `Esc` on a keyboard to close the drawer. ### Related guides * [Dashboard](/guides/getting-started/dashboard.md) * [Permissions and Access Control](/guides/administration/permissions-and-access-control.md) * [Notification Preferences](/guides/administration/notification-preferences.md) * [Manage Programs & Campaigns](/guides/core-features/program-management/manage-programs-and-campaigns.md) * [Donation Management](/guides/core-features/donation-management.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.helpyousponsor.com/guides/getting-started/navigation.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.