Finding your way around¶
Colleag has one frame around everything: a narrow rail of icons on the left, a sidebar beside it, and the page you are on. The chat always has the same place; everything else is a page of its own.
The rail¶
The rail is the column of icons at the far left. Hover an icon to see its name.
| Icon | Opens |
|---|---|
| Chat | The workspace: the chat, with your documents beside it. |
| Colleagues | Your digital colleagues and the routines they run on their own. |
| Security | CRA status across your products. Shown when your organisation has the CRA monitoring module. |
| Your initials, at the foot | The profile menu: Settings, Organisation (admins), your credits, Help and manual and Log out. |
The sidebar¶
Each destination has its own sidebar. In the chat it holds:
- New chat, and a search for your chats (Ctrl+K).
- Drafts and reviews — an orange dot with n drafts (documents changed but not yet published) and a purple dot with n reviews (review requests waiting for someone). Both are explained in Publishing and reviews.
- From your colleagues — what a routine reported, such as the nightly vulnerability check. Click one to open the page it is about.
- Chats — the chats of the product you have chosen, or your general chats when no product is chosen. Admins can switch the list to another member's chats or everyone's.
The bell at the top of the sidebar is your notifications.
Hiding the sidebar¶
Click the panel icon at the top right of the sidebar, or press Ctrl+Shift+S, to hide it. A Show sidebar button then appears at the top of the rail:
- Hover it and the sidebar slides in over the page for as long as you need it. Nothing else moves.
- Keep open, in the sidebar that slid in, puts it back for good. So does clicking the button.
Colleag remembers your choice. On a smaller screen the sidebar also steps aside by itself while the documents are open, and comes back when you close them; Keep open holds it there. In Settings the sidebar is the menu, so it is always shown.
The chat and the product¶
The top of the chat shows which product you are working on. The product picker is one search over your products and your ERP articles; choose All products there to ask across the whole organisation. Beside it are the product's phase (click it to move the product on, change its family or delete it) and, at the right, Documents and Publish.
Documents (Ctrl+Shift+D) opens the documents beside the chat: the product tree on the left and the open document on the right. While the documents are open, the product picker sits at the top of the tree instead. The chat stays where it is.
Pages without a chat¶
Colleagues, Security and Settings are pages. Where a page offers Ask in chat or Review with the colleague, it takes you to the chat with the product, the document and the question already in place.
Getting to settings¶
Open the profile menu at the foot of the rail and choose Settings, or press Ctrl+,. Settings has a search field and two groups: You, which every member has, and Organisation, which admins have. See Settings & Admin.
On a phone¶
There is no rail on a phone. The menu button at the top left opens the rail and the sidebar together.
Keyboard and browser habits¶
- The manual you are reading opens in a separate tab from Help and manual in the profile menu, so you never lose your place.
- The address in the browser follows the product and the document you have open, so a link you copy leads back to the same place.
Next: Working with agents →