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Navigation

After you log in to Codatum, the global nav at the left edge of the screen takes you to the main features and settings. For the names of the screen regions, see Screen layout. The global nav is split into a top and bottom section, each with the following entry points.

  • Top: Workspace switching and entry points to the main features
  • Bottom: Entry points to workspace settings, help, and account settings
ItemDescription
(workspace icon)Lets you switch workspaces and perform other workspace-related actions
NotificationsA dot appears when you have unread notifications
Quick searchSearch across notebooks, tables, queries, and more
AI agentGoes to the AI agent's full-screen page
(only when the AI agent feature is available)
NotebookGoes to the notebook list
QueryGoes to the query list
CatalogGoes to the catalog list
WorkflowGoes to the workflow list
ReportGoes to the report list

TIP

To get to Connections, open Workspace settings at the bottom of the global nav, then select Data management > Connections in the left sidebar.

Workspace icon

The workspace icon at the top of the global nav lets you do the following.

ItemDescription
(name of the current workspace)Switches the workspace you're working in
Create workspaceCreates a new workspace
Browse allGoes to the workspace selection screen. In addition to a list of the workspaces you belong to, you can join a workspace you've been invited to, or join a workspace through an allowed domain
ItemDescription
AI AssistantOpens the AI Assistant
(only when the AI agent feature isn't available)
Workspace settingsGoes to the workspace settings for the workspace you're working in
HelpChat support, Product updates, Feedback board, Docs, CLI Docs, Online support, System status
(avatar icon)Account settings, Sign out, Switch theme, Switch language