Navigation Menu Update
We are excited to announce the release of Version 9.35.0, which brings significant updates to the navigation menus of our platform. This update aims to enhance the user experience by transitioning from word-only menus to a combination of icons and words, making navigation more intuitive and visually appealing.
Key Changes:
Icon-Based Navigation:
The new navigation system incorporates icons alongside words, allowing users to quickly identify and access different sections of the platform. This change provides a cleaner and more organized layout, especially on smaller screens.
Relocated Menu Items:
The primary menu previously known as "Company Settings" is now called "Company" and includes "Company Settings," "Documents," and core company configuration items such as "Share Classes," "Vesting," and "Termination Rules."
"Share Transactions" and all equity grant-related menus are now under the "Equity" menu.
Instruments such as "Convertible Notes" & "Warrants" are now available under the new "Raise" menu, along with our Round Modelling tool
Toggle Between Companies and User Roles
Users can navigate between multiple companies using a dropdown listing on the company name displayed within the header bar.
Users can toggle between their company administrator view and personal view using a dropdown menu next to their profile icon in the header bar, visible only if the user has access to both company and personal accounts.
We hope that these updates will provide a more intuitive user experience, improve accessibility, and offer increased screen space for administrative tasks. We invite you to share your feedback to help us continue enhancing your experience.