Navigate the app
After you sign in, the main Chat view opens. The sidebar on the left gives you access to the rest of Navigator.
Study collection picker
Near the top of the sidebar, the Study collection picker sets the protocol that you work in. It scopes every view, not only chat. See The study collection picker.
Sidebar overview
The Workspace section of the sidebar has these items. Some items show only for some roles, or only when your site has a module turned on.
| Item | What it does | Who sees it |
|---|---|---|
| Chat | Ask questions about the documents in the selected study collection. | Everyone |
| Notifications | See the responses that you sent to Principal Investigators (PIs) and their status. | Everyone except medical monitors, who see My PI Inbox |
| Study Documents | Search, upload, and manage the documents, knowledge, and artifacts for the selected study. See Study Documents view. | Everyone |
| Visits | Open the Schedule of Assessments, Patients, and Source Quality Control tabs. See Visits & Schedule of Assessments. | Sites with at least one Visits module. Not medical monitors. |
| Finance | Reconcile billable work against the budget and the CTMS. See Finance desk. | Sites with the Finance module. Not medical monitors. |
| Users | Use PI contacts for Send to PI. Site administrators also see a Site users tab to invite teammates. See Users & site capacity. | Everyone except medical monitors |
| Insights | See usage analytics and optional subtopic analysis. | Site administrators |
| Help | Open this user guide in a new tab. | Everyone |
Visits shows only when your site has at least one of these modules: Schedule of Assessments, Patients, or Source Quality Control. Each tab in Visits shows only when its module is on.
Finance is also an optional module. When it is on, the Chrome side panel also shows Invoice capture.
Study Documents view
Study Documents shows one study at a time. Use the picker at the top of the page to switch the study.
- Search this study finds documents, knowledge, and artifacts in the study.
- The All, Documents, Knowledge, Artifacts, and Site-wide filters narrow the cards.
- Upload adds files. Everyone can upload a personal document. Your role controls the other Who can see this? options.
- New Collection opens the Create New Study Collection dialog. You can also select + Create New in the study picker. Only site administrators and administrators see these.
- Manage opens the collection settings. Only site administrators see it.
Artifacts are in the Study Documents view. There is no separate Artifacts item in the sidebar. See Upload documents and Save and share artifacts.
Account settings and sign out
The bottom of the sidebar shows your name, email, and role. Click the gear icon (Account settings) to open your account settings. Click the sign-out icon to sign out.
Chat header
At the top of the chat view, the title shows the active study collection. If there are no collections, it shows No study collections yet. The title is read-only. To switch collections, use the Study collection picker in the sidebar.
Mobile layout
On small screens, tap the menu icon (☰) in the top-left to open the sidebar. Tap a section to go to it. The sidebar then closes.
Administrator links
Platform administrators see a Management section with a Platform link.
Sponsor administrators do not use the main workspace. After sign-in, Navigator opens the sponsor page. It lists the sponsor's collections at enrolled sites.
Site administrators manage collection access from Manage on a study collection. See Restrict collection and document access.
See Roles and permissions for the full list.