Navigation in the Console

CommerceLab Console consolidates all products such as orders, products, stock, campaigns, and content into a single interface. This document describes the common framework of the console: homepage, top bar, switching between products, the left menu within a product, workspace, and personal preferences. Regardless of which product you use, these elements are always in the same place and function the same way on every screen.

Accessing the Screen

When you log into the console, the homepage opens. To return to the homepage from another screen, click the CommerceLab logo on the left of the top bar.

Homepage

The homepage does not have a left menu; the page is arranged to quickly select where you want to go. The title says Welcome, <your name>. Below are the following sections (empty sections do not appear):

Product cards show the product name and a short description. When you hover over a card, the Open link appears; clicking the card opens the product overview page. Small links below the card lead directly to the product’s most frequently used screens (up to three). The following badges may appear next to the product name:

• Soon: The product’s screens have not yet been migrated to the console.
• no licence: The product is not in your account’s license (see the "Access, license, and soon screens" section below for details).

The star in the top right corner of recently visited and favorite cards appears on hover; click it to add or remove the screen from your favorites.

Just below the title is a brief usage note for the console. If your account has no permissions for any product in this workspace yet, the homepage shows the No access assigned warning. In this case, ask your workspace administrator to assign you a role; once assigned, screens will appear here.

Top Bar

The top bar is fixed on every screen. From left to right:

Switching Between Products: Launcher

The launcher allows access to all products and recently used screens from a single window.

1. Click the square grid icon on the far left of the top bar.
2. Select a tab from the list on the left: Recently visited, Favorites, All products, or a product family.
3. The Recently visited and Favorites tabs list screens; clicking a screen opens it directly, and you can add or remove it from favorites by clicking the star on the right. The All products and family tabs list products; clicking a product opens its overview page, and clicking shortcuts below opens the related screens.
4. The launcher closes automatically after selection. To close without selecting, click the X at the top right or outside the window.

The launcher opens on the Recently visited tab if you have visited screens before; otherwise, it opens on All products. If lists are empty, it shows Nothing visited yet. Open a product and it will show here. or No favorites yet. Click the star to add one. On phones, the launcher opens full screen under the Items heading with tabs arranged horizontally at the top.

Quick Search (⌘K)

Quick search is the fastest way to go to a screen when you know its name without navigating menus.

1. Click the Search products, screens or commands box in the top bar or press ⌘K on Mac, Ctrl+K on Windows.
2. Start typing the name of the screen or product you are looking for. When empty, only products are listed.
3. Results are grouped under Items, Screens, and Help headings. Product results show a short description, screen results show the product name, and help results show a snippet from the article.
4. Navigate results with arrow keys and select with Enter or click.

The search text is matched against product names and descriptions; typing a product name also lists its screens. Product and screen results appear instantly while typing. After typing at least two characters, help articles are also searched and up to five articles appear under Help. The last line in this group, Search “…” in Help Center, is always visible from two characters onward and opens the search in the help center. If no matches are found for a single character, No results is shown. Pressing the shortcut again or Esc closes the search.

Left Menu Within a Product

When inside a product, only that product’s menu appears on the left; to switch products, use the launcher or quick search.

• The product name is at the top; clicking it opens the product overview page.
• Screens are listed in groups. The current screen is highlighted.
• Screens not yet migrated appear faded; hovering shows a tooltip with Soon next to the name.
• Hovering over an item shows a star on the right. Click the star to add or remove the screen from favorites. The star is not visible when the menu is collapsed.
• The button at the bottom (Collapse sidebar / Expand sidebar) reduces the menu to a narrow strip with icons only; group headings are replaced by thin dividers. Your preference is remembered.

On phones and narrow screens, the left menu is hidden. Tap the menu icon (Open menu) next to the product name at the top to open it; it closes when you select a screen or tap outside.

Favorites and Recently Visited

• To add a favorite, click the star next to a screen in the left menu, launcher’s Recently visited / Favorites lists, or homepage cards. Favorites are screen-based, not product-based. A filled star means the screen is in your favorites; clicking again removes it.
• The Recently visited list is generated automatically: opening a screen from the menu, search, bookmark, or browser back button all count. Up to ten screens are saved. If you open a page like an order or product detail that is not in the menu, the list screen it belongs to is recorded. Only screens inside products are saved; homepage and help center are excluded.
• Both lists are stored in your browser and are user-specific. They appear empty on other computers or browsers or if browser data is cleared.

Switching Workspace

If you have access to multiple companies or environments, each is a separate workspace. All data you see and modify in the console belongs to the selected workspace.

1. Click the workspace button in the top bar. It shows the workspace code and name.
2. The Current workspace section in the menu shows the current workspace. If you are in a test environment, a TEST label appears next to the name.
3. Click Switch workspace. You are redirected to the account screen; no password is asked, and all your CommerceLab workspaces are listed.
4. Select the workspace you want to switch to. The console returns to the screen you left, now in the new workspace.

When you switch workspace, your permissions are updated accordingly. If you have no permissions in the new workspace, the homepage shows the No access assigned warning. If the CLAI panel is open, it refreshes for the new workspace.

The workspace button is hidden on very narrow phone screens; to switch, widen the screen or use a computer.

Account Menu and Personal Preferences

Clicking your initials at the far right of the top bar opens the account menu. Your name, email, and role appear at the top. Below:

Theme, density, language, and whether the left menu is collapsed are saved in this browser and restored on next login.

Keyboard Shortcuts

Access, License, and Soon Screens

Screen without permission. Products you have no permission for do not appear in the launcher or homepage; screens you have no permission for do not appear in the menu. If you access such a screen via bookmark or shared link, the You don't have access to this screen page opens. The required permission code (Required permission: …) is shown; you can send this code to your workspace administrator. The Back to overview button returns to the homepage.

Product not in your license. If your account has permission to view license information, products not in your license are not hidden but shown with the no licence badge; otherwise, these products are hidden. Opening such a product shows a <Product> not in your license message, a note This product is not active in your account. Request it below, support will respond., and the product introduction. The product’s left menu is disabled but all items lead to this introduction page (tooltips say Not in your license). Accessing a screen of an unlicensed product via bookmark or link opens the same page with a Back to overview button to return to the homepage. To use the product:

1. Click Request this product.
2. Optionally write what and when you want to use the product in the Note (optional) field (up to 1000 characters).
3. Click Send request. Your request is sent to the support team; your workspace and contact info are added automatically. A Request received notification appears and the window closes. If sending fails, a Request could not be sent notification with the error reason appears; the window and your note remain open. The window cannot be closed while sending. To cancel, click Cancel.

Soon screens. Opening a faded screen in the menu shows a note that the screen will be migrated in the next phase. The button with the product name takes you back to the product overview page. The overview page of a product with unmigrated screens shows the product introduction and cards for planned screens; cards for unmigrated screens say Soon. If no screens are migrated yet, a <Product> coming soon to this console warning appears.

Permission preview. When previewing a user’s permissions from the Users screen, a Preview: <username> banner appears under each screen. The menu and permissions reflect that user, but data is fetched with your permissions and cannot be changed. The banner cannot be closed; click End preview on the banner to exit preview.

Sending Feedback

If you see a bug, have a suggestion, or a question, use the Send feedback button in the top bar. The button appears only in accounts with this feature enabled.

1. On the screen where you see the issue, click Send feedback. The console captures a screenshot before opening the window.
2. Select Type: Bug, Idea, or Question.
3. Enter a one-sentence summary in Summary (3 to 120 characters).
4. Describe what you did, expected, and what happened in Description (5 to 4000 characters).
5. If Attach screenshot is checked, the image is sent. You can mark the image by dragging: Highlight frames an area, Blur obscures an area. Blur any personal data like customer names, addresses, or phone numbers before sending. Undo removes the last mark, Clear marks removes all. Click Recapture to refresh the image.
6. Expand Technical details to be sent to see info sent with the image: User, Workspace, Address, Route, Appearance (screen size, theme, language), Version, and Console errors (number of recent error logs).
7. Click Send. A Thanks, your report has been created. message appears; close the window with Close. If sending fails, a Feedback could not be sent notification with the reason appears; your input remains in the window.

The Send button is disabled if summary or description are too short. If the screenshot cannot be captured, a note Screenshot could not be taken; feedback will be sent without it. appears and the Attach screenshot box is disabled; you can still send feedback. Closing the window with Cancel or after sending resets the form; your input is not saved.

Common Situations

• I cannot see a product in the launcher. Your account lacks permission for that product or you are in a different workspace. Check your workspace; if correct, ask your administrator for permission.
• The homepage says "No access assigned". Your account has no role assigned in this workspace. Switch to another workspace or ask your administrator to assign a role.
• My favorites and recently visited disappeared. These lists are stored in the browser. They appear empty if you use a different browser or computer or cleared browser data.
• The ? key does not open help. If the cursor is in a search or form field, ? is typed there. Click outside the field and try again or use the question mark icon in the top bar.
• The data I see is different from what I expect. Check you are in the correct workspace via the workspace button; a TEST label appears in test environments. If a Preview: … banner appears at the bottom, you are viewing another user’s menu; click End preview to exit.
• Opening a link shows "You don't have access to this screen". Send the Required permission: … text on the page to your workspace administrator.

Related Screens

• Using list screens
• How help and CLAI work together
• Help center
• Appearance
• My profile
• Users