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Navigate the Workspace

Get a guided tour of the Wizsellr layout so you always know where to find what you need.

What you'll learn​

  • Moving between sections from the sidebar
  • Searching with "Ask the Wiz" and using its quick actions
  • Using the account menu, your profile, and the help icon

Steps​

  1. Use the sidebar on the left to move between sections. From top to bottom the menu shows Home, Catalog, Items, Services, Orders, Vehicle, and Bookings. The current section is highlighted. Click the Wizsellr logo at the top of the sidebar to return to Home at any time.
  2. Click the search box at the top of the page (Ask the Wiz...). A search panel opens below it. Before you type anything, it lists Quick actions - shortcuts such as View claims, Create new claim, or View invoices that take you straight to a page.
  3. Type at least three characters. The panel splits into three columns:
    • Filter by type (left) lists All and each record type with its number of matches. Click a type to show only those results; click it again to go back to All. Types with no matches are greyed out.
    • The results (middle) are grouped by type, and each group shows how many matches it has. Quick actions whose name matches what you typed appear after the results, under Quick actions.
    • The detail panel (right) previews the highlighted result. Under Go to, it lists the places that record can take you - click one to open it.
  4. To open a result's main page directly, double-click it, or move through the results with the Up and Down arrow keys and press Enter. Click Clear to empty the search box, and press Esc or click outside the panel to close it.
  5. Click your account tile in the top-right corner - it shows your initials and, under Connected as, the dealership you are working in. The menu gives you Switch retailer (only when your account has more than one dealership), Administration, View profile, and Logout.
  6. Select View profile to review your account: your name, email, and username, the display language, how you sign in (a Change password button, or the Google or Microsoft account shown under Connected via), your Permissions, and the dealerships your account is linked to. To correct your name, click the pencil icon next to it, update First name and Last name in the Change employee name dialog, and save.
  7. If ordering is available for your dealership, use the Cart button in the top bar to review items before you order.
  8. For help, click the question-mark icon at the bottom of the sidebar to open the Wizsellr documentation site in a new tab.

Good to know​

  • The search box returns results only once you have typed at least three characters. The first result is highlighted and previewed automatically, so pressing Enter right away opens it.
  • If nothing matches, the panel shows No results.
  • Which sidebar sections appear can depend on the features enabled for your dealership, so you may see fewer than the full list.
  • The account tile always shows the dealership you are currently working in under Connected as.
  • Both First name and Last name are required when you change your name from your profile.