Navigate the app
After signing in, you land on the main Chat view. A sidebar on the left gives you access to the rest of Navigator.
Sidebar overview
| Item | What it does |
|---|---|
| Chat | Ask questions about documents in a selected study collection |
| Inbox | View responses you sent to Principal Investigators (PIs) and track their status |
| Collections | Upload and manage study document collections (protocols) |
| Artifacts | Browse saved answers and notes you or colleagues have shared |
| Contacts | Manage PI contacts for sending responses |
| Settings | Change your password and sign out |
Medical monitors see My PI Inbox instead of the standard inbox.
Chat header
At the top of the chat view, you will see "You're chatting with" followed by a study collection selector. Choose the protocol you want to ask questions about before sending a message. Answers are scoped to documents in that collection.
Mobile layout
On smaller screens, tap the menu icon (☰) in the top-left to open the sidebar. Tap a section to navigate and the sidebar closes automatically.
Admin links
Users with admin roles may see additional links under an Admin section:
| Link | Who sees it | Purpose |
|---|---|---|
| Admin Panel | Global administrators | Manage users, sites, documents, and audit history |
| Site settings | Site administrators (and global admins) | Collection list, Access controls, and data export — see Site settings and Insights |
| Insights | Site administrators, sponsor administrators, global administrators | Usage analytics and optional subtopic analysis |
Global administrators also see Admin view in the sidebar to preview site or sponsor administrator sessions without a separate login.
Sponsor administrators use Insights and sponsor protocol views; they do not use chat or Collections uploads in Navigator.
See Roles & Permissions for the full matrix.