# Navigating Enydea: menu, accounts, notifications and help

> Find your way around Enydea: the left menu, the Current Account selector, notifications, the AI button, help, theme and the pages customers see.

Source: https://enydea.com/en/documentation/navigating-enydea · Last updated 2026-10-17

## Before you start

Sign in first. See [Sign in and manage your account](https://enydea.com/en/documentation/sign-in-and-account.md).

## The screen at a glance

After you sign in, the screen has four parts:

- A **left menu** with the areas of the product, the **Current Account** selector, and a footer with your name and a row of icons.
- The **menu** icon at the top left and the **notifications** bell at the top right.
- The main area, which shows the screen you opened.
- A round **AI** button at the bottom right.

On a wide window (1200 pixels or more) the left menu opens by itself. On a narrower window, click the **menu** icon at the top left to open it. The **close** icon inside the menu closes it. On a phone the screen is arranged differently; see **On a phone** below.

## The left menu

The menu has these items, in this order. The first three stand on their own. The others are grouped under the headings **Sales & CRM** (Relations to Scheduling), **Marketing** (Mailings to Landing Pages) and **Content** (Visualization and Files).

| Menu item | What it opens | More |
|---|---|---|
| **Dashboard** | Widgets with your key numbers | [Dashboard](https://enydea.com/en/documentation/dashboard.md) |
| **Action Items** | E-mail, tasks, form submissions, draft mailings, chat messages and CRM follow-ups | [Action Items](https://enydea.com/en/documentation/action-items.md) |
| **AI Agents** | AI tasks that run on a schedule | [AI assistant and agents](https://enydea.com/en/documentation/ai-assistant-and-agents.md) |
| **Relations** | Your CRM | [Relations and CRM](https://enydea.com/en/documentation/relations-crm.md) |
| **Leadfinder** | Market research and lead discovery | [Leadfinder](https://enydea.com/en/documentation/leadfinder.md) |
| **Mailbox** | Your connected inbox | [Mailbox](https://enydea.com/en/documentation/mailbox.md) |
| **Chats** | Website chat widget and chat rooms | [Chat widget](https://enydea.com/en/documentation/chat-widget.md) |
| **Scheduling** | Booking links | [Scheduling and booking links](https://enydea.com/en/documentation/scheduling-and-booking-links.md) |
| **Mailings** | Templates, campaigns and mailing lists | [Mailings and campaigns](https://enydea.com/en/documentation/mailings-and-campaigns.md) |
| **Social Media** | Posts, analytics and WhatsApp Business | [Social media and WhatsApp](https://enydea.com/en/documentation/social-media-and-whatsapp.md) |
| **Advertising** | Google Ads and budgets | [Google Ads and advertising](https://enydea.com/en/documentation/google-ads-and-advertising.md) |
| **Forms** | Forms and form entries | [Forms](https://enydea.com/en/documentation/forms.md) |
| **Landing Pages** | Public pages for your outreach | [Landing pages](https://enydea.com/en/documentation/landing-pages.md) |
| **Visualization** | Scene Creator, Video Editor and Image Editor | [Image and video studio](https://enydea.com/en/documentation/image-and-video-studio.md) |
| **Files** | Media library of the selected relation | [Files and media library](https://enydea.com/en/documentation/files-and-media-library.md) |

**Settings** is not in the list. It is the gear icon in the footer of the menu. See [Settings reference](https://enydea.com/en/documentation/settings-reference.md).

## The Current Account selector

Under the menu items you find the field **Current Account**, with the hint **Select Relation**. It sets the **marketing relation** you work in. A marketing relation is a relation in your CRM that has the **Marketing Relation** box ticked. Several areas keep their data per marketing relation, such as connected social accounts, mailings, forms and files. They need to know which one you mean.

If none is selected, you see a message instead of the screen:

| Area | What you see without a selection |
|---|---|
| **Mailings** | **Please select Relation** |
| **Social Media** | **No Relation Selected** |
| **Files** | **Please select a relation first** |
| **Forms** | **Please select a relation first**, when you create a form |
| **Visualization** | An empty page |

**To choose a marketing relation:**

1. Click **Current Account**.
2. Type part of the name, or scroll the list.
3. Click the relation.

The list shows only marketing relations. During sign-up Enydea creates a relation with your company name, marks it as a marketing relation, and selects it for you. A newly invited team member can start with an empty field and must pick one.

**To add another marketing relation:**

1. Open **Relations** and select the relation.
2. Tick **Marketing Relation**.

Only company admins can tick this box. Your subscription limits how many marketing relations you can have. When the limit is reached, the message **Too many marketing relations** appears and the box stays unticked. See [Plans and billing](https://enydea.com/en/documentation/plans-and-billing.md).

## Notifications

The bell at the top right shows a badge with the number of unread notifications. New ones arrive while you work.

1. Click the bell. A panel titled **Notifications** opens, newest first. Each row shows what happened, for example `New entry on "Contact"`, a short recap such as the values a visitor filled in, and the type and time, for example `Form entry · 5 min ago`.
2. Click a row to open the item itself. The notification is marked read and leaves the list.
3. To mark one read without opening it, click its tick (**Mark as read**). The **X** (**Delete**) deletes it. **Mark all read** at the top marks the whole list read.

Where a click takes you:

| Notification | Opens |
|---|---|
| Form entry, also from a landing page | **Forms**, with that entry open from **Form entries** |
| Chat | **Chats**, with that chat room open |
| File, for example a finished video | The relation's **Files** tab |
| LeadFinder | **Leadfinder** |
| Mailing | **Mailings** |

Some older form notifications do not name their entry. They open the entry submitted within five minutes of the notification, if there is one. If the form was deleted, **That form is no longer available** appears.

The list shows unread notifications only. Read ones stay listed under **Settings** -> **System Logs** -> **Log Messages** until you delete them. To choose which kinds of notifications you also get by push or e-mail, open **Settings** -> **Account** -> **Notifications**. The link in such a push message or e-mail opens the same item as a click in the bell.

## The AI button

The **AI** button at the bottom right opens the Enydea AI assistant on any screen. On a phone it is the Enydea logo at the right of the top bar. The panel carries a **BETA** badge and has a chat mode and an agent mode. See [AI assistant and agents](https://enydea.com/en/documentation/ai-assistant-and-agents.md).

## Help

The question-mark icon in the menu footer has the tooltip **Start Tour**. It starts a short intro with two steps. It is not a walkthrough of the product. The intro also starts by itself when you sign in, until you skip it. Enydea has no other help centre inside the app. This documentation is the manual.

## Theme, account and sign-out icons

The footer of the menu also holds these icons:

- **Settings**, the gear icon.
- **Toggle to dark theme** or **Toggle to bright theme**. See [Sign in and manage your account](https://enydea.com/en/documentation/sign-in-and-account.md).
- **Switch Account**, shown when two or more accounts have signed in on this browser.
- **Log out**.

## On a phone

Enydea works in the web browser of a phone. Open `https://app.enydea.com/login` and sign in as you do on a computer; there is nothing to install. On a screen narrower than 768 pixels:

- A bar at the top holds the **menu** icon, the name of the area you are in, the notifications bell and the AI button.
- The menu slides over the page. It closes when you pick an item or tap beside it.
- Dialogs fill the width of the screen when you hold the phone upright.
- Screens with a list and a detail show one at a time. Tap an item to open it and the back arrow at the top to return to the list. This works in **Relations** (also on its **Calls/Messages**, **Contact Person** and **Opportunities** tabs) and in **Mailings** -> **Campaigns**.
- On screens such as **Relations**, **Mailings** and **Settings** the tabs show only their icons.

The drag-and-drop editors need a larger screen. On a phone **Mailings** opens on **Campaigns**, and the **Template Editor** shows a note that it works best on a computer or tablet. Use a computer or tablet for the mail template editor and for **Visualization**.

## Language

Choose the language in **Settings** -> **Account**. Every screen is available in English, Dutch, German and French.

## Pages that need no sign-in

Some pages are for people outside your team. They show no left menu.

| Page | Who sees it |
|---|---|
| Sign-in, create account and reset password | Anyone |
| Team invitation | The person you invite, from the e-mail link |
| Contract signing | Your customer, from the link in the signing e-mail |
| Booking page | Your customer, from your booking link |
| Shared video | Anyone you give the share link to |
| Landing pages, with an address that contains `/p/` | Visitors you send there |

## Related

- [Team and roles](https://enydea.com/en/documentation/team-and-roles.md)
- [Settings reference](https://enydea.com/en/documentation/settings-reference.md)
- [Glossary](https://enydea.com/en/documentation/glossary.md)