# Navigation The HelpYouSponsor admin area is organized around the daily work of managing programs, donor relationships, giving records, communications, automations, fundraising, imports, and account settings. ### Main Menu The main menu is located on the left side of the screen. On desktop, you can keep the menu expanded or collapse it to an icon-only view. Each section can also be expanded or collapsed.

Main navigation menu in the admin dashboard.

The main menu includes the following sections: * **Dashboard:** Opens your admin home page with action items, readiness information, fundraising activity, program pressure, and recent activity. See [Dashboard](/guides/getting-started/dashboard.md). * **Programs:** Manage your program-related work. * **Recipients:** View recipient programs and recipient records. * **Campaigns:** View campaign programs and campaign designations. * **Trips:** Manage trips, participants, tasks, documents, fundraising milestones, and trip details. See [Trips](/guides/core-features/program-management/trips.md). * **Program Setup:** Manage program settings, forms, auto-email attachments, and other setup options. * **Donors & Giving:** Manage donor and giving records. * **Donors:** View 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. * **Communications:** Manage direct and broadcast communication. * **Conversations:** Previously called Message Manager. Use this to moderate sponsor and recipient messages. * **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. * **Fundraising:** Use fundraising intelligence tools. * **Insights:** Open donor wealth insights when enabled for your account. * **Grants:** Open grant tools when available for your account. * **Data & Imports:** Import donor, donation, sponsorship, recipient, and program data. * **Settings:** Manage organization-level setup. * **Admins and Permissions:** Manage admins and permissions. * **Account Settings:** Update account, email, template, notification, and billing settings. * **Integrations:** Connect third-party services. * **Payment Gateways:** Configure payment providers. * **Referrals:** Refer other organizations to HelpYouSponsor. > **NOTE:** The menu is permission-aware. Your account may not show every item listed here. Some items also appear only when a feature is enabled for your organization. ### Quick Actions Use **Quick actions** when you know what you want to do and do not want to browse through the menu. You can open it from the sidebar, from the search icon in the top bar, or with the keyboard shortcut shown in the sidebar.

Quick actions palette with navigation and admin actions.

Quick actions can help you: * Search for donors. * Add a donor note. * Add a donation. * Find a recipient. * Create a newsletter. * Create a sponsorship. * Navigate to common pages such as Donors, Donations, Recipients, Sponsorships, Campaigns, Trips, Newsletters, Conversations, 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. ### Top Menu Bar The top menu bar gives you quick access to global controls. Key elements of the top menu bar include: * **Menu toggle:** Collapses or expands the desktop sidebar. On smaller screens, this opens the mobile navigation drawer. * **Search:** Opens Quick actions. * **Language selection:** Changes the admin interface language. Supported languages include English, Chinese, Spanish, Arabic, French, and German. * **Setup warning:** Appears when account setup items, such as email settings or payment settings, need attention. * **Notifications:** Opens the notification bell. Admins can choose which notification topics appear for them in [Notification Preferences](/guides/administration/notification-preferences.md). * **User profile:** Opens account and session options. ### User Profile Menu The user profile menu is located on the right side of the top menu bar.

User profile menu in the top menu bar.

Depending on your permissions, the user profile menu includes: * **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. * **Documentation:** Opens the HelpYouSponsor documentation. * **Super Admin:** Appears only for super admin users. * **Sign Out:** Logs you out of HelpYouSponsor. ### Responsive Design On smaller screens, the main menu opens as a drawer from the left side of the screen. The mobile drawer includes Quick actions and the same permission-aware navigation sections.

Navigation drawer on a mobile screen.

By familiarising yourself with these navigation elements, you can move efficiently through HelpYouSponsor and access the areas you use most often. --- # Agent Instructions: 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.