Navigate the business workspace

1. 1Overview: onboarding, metrics, recent requests, and top advocates.
2. 2References: customer directory, individual invitations, CSV import, and locations.
3. 3Requests: new offers, statuses, request emails, and customer conversions.
4. 4Calendar: past and upcoming scheduled requests.
5. 5Messages: accepted and completed request conversations.
6. 6Payouts: reward records, proof review, and conversion receipts.
7. 7Settings: payouts, wallet, work email, connections, and team invitations.
8. 8Simulator: a test customer journey without live SMS or real payouts.

Use the logo-area control to collapse or expand the sidebar. Collapsed navigation keeps icons with labels available on hover; your preference stays in the browser.

New request is available in the header. The bell opens Notifications; the question-mark Help menu opens this knowledgebase and the Customer Reference Experience article.

Your profile menu opens Manage profile, Dark mode, Reference PWA, and Log out. Reference PWA switches to the customer-facing app for the current account; it does not create or impersonate a different customer.