# Sidebar
## Sidebar Overview
The **Sidebar Menu** provides quick and easy access to all key sections of the platform. It is divided into different categories for streamlined navigation. This guide explains each section and its functionalities.
The **Sidebar Menu** is located on the left side of the interface. It consists of:
* Menu configurator - see details below
* Menu sections - high-level categories (e.g., Discovery, Analyze or Tasks for customized menu variants)
* Menu items - specific features within each section.
**Navigation Tips:** Click a menu item to open its page. Expandable sections have an arrow icon to show or hide submenus.
## Menu Sections and Features Quick Overview
### Discovery
Features that help you explore and refine search functionality.
* [**Cockpit**](/docs/discovery/cockpit.md) – Check and optimize search results.
* [**Diagnostic Search**](/docs/discovery/diagnostic-search.md) – Analyze and troubleshoot search behavior.
* [**Campaigns**](/docs/discovery/campaigns.md) – Manage various marketing campaigns.
* [**Search Term Rules**](/docs/discovery/search-term-rules.md) – Configure rules for handling search queries.
* [**Ranking rules**](/docs/discovery/ranking-rules.md) – Define ranking criteria for search results.
* [**Facets**](/docs/discovery/facets-and-after-search-navigation.md) – Manage filtering options for search results.
### Analyze
Tools for performance tracking and analytics.
* [**Analytics**](/docs/analytics.md) – View detailed search and user engagement reports.
* [**Demoshop**](/docs/analytics/the-demoshop.md) – Test search configurations in a simulated environment.
### Import
Import and manage data sources.
* [**Import**](/docs/import.md) – Upload and process external data.
### Basic Settings
Core search configuration options.
* [**Search Algorithm**](/docs/basic-settings/search-algorithm.md) – Manage search behavior and logic.
* [**Result Listings**](/docs/basic-settings/result-listing.md) – Define how search results are displayed.
* [**Suggest**](/docs/basic-settings/suggest.md) – Configure autocomplete and search suggestions.
* [**Fields**](/docs/basic-settings/fields.md) – Manage fields for search queries.
* [**Channel Management**](/docs/basic-settings/factfinder-ng-channels.md) – Configure multiple product data channels.
* [**Recommendations**](/docs/basic-settings/recommendations.md) – Set up personalized search recommendations.
### Modules
Additional search‑enhancing features.
* [**ASO**](/docs/modules/aso.md) – Boost popular products in search results using tracking data and ranking rules to enhance conversions.
* [**Personalization**](/docs/modules/personalization.md) – Adjust search based on user preferences.
* [**Single Word Search**](/docs/modules/single-word-search.md) – Split multi-word queries to improve search results by matching individual terms.
* [**Semantic Enhancer**](/docs/modules/semantic-enhancer.md) – Enhance search by linking queries to relevant categories based on user behavior.
* [**Geo**](/docs/modules/geo.md) – Optimize search results based on customer location and stock availability.
* [**A/B Tests**](/docs/modules/ab-tests.md) – Test different multiple configurations to identify the most effective one.
* [**GPT Synonyms**](/docs/modules/gpt-synonyms.md) – AI-driven synonym suggestions for better search accuracy.
* [**Customer-Specific Info**](/docs/modules/customer-specific-info.md) – Displays individualized prices and data tailored for B2B customers.
### System Maintenance
Administrative tools for system upkeep.
* [**Notification Messages**](/docs/system-maintenance-and-security/notification-messages.md) – Manage alerts and messages.
* [**User Management**](/docs/system-maintenance-and-security/factfinder-ng-user-management.md) – Add, remove, or edit user access.
* [**System Information**](/docs/system-maintenance-and-security/system-information.md) – View system details.
* [**Backup**](/docs/system-maintenance-and-security/restore-backup.md) – Perform and manage system backups.
## Menu Configurator
### Overview
The **Menu configurator** allows users to switch between **default menu** representation and **customized menus**. This feature enhances usability by providing a streamlined interface tailored to individual workflows and specific frequent and occasional tasks.
### Accessing the Menu Configurator
1. Locate the Menu Selection dropdown at the top of the sidebar.
2. Click on the dropdown to view available menu configurations.
3. Select from the following options:
* Default Menu – standard sidebar with all available features.
* My tasks – a **customized menu** where users can personalize frequent and occasional tasks.
* Role-Specific Menus – a **customized menu** with predefined frequent and occasional tasks:
* Search Manager
* Campaign Manager
* Data Manager
* Basic Configuration
### Customizing "My Tasks"
My tasks is a **customizable menu** that lets users personalize both frequent and occasional tasks. It replaces default menu sections with two collapsible sections:
* Frequent Tasks
* Occasional Tasks
Such customizations offer the following benefits:
* Improved organization – Quickly access frequent tasks while keeping occasional tasks available without cluttering the interface.
* Efficiency – View only what is necessary, minimizing distractions.
* Flexibility – Easily adjust menu settings based on changing priorities.
To configure the **My Tasks** menu:
1. **Select "My Tasks"** from the Menu configurator dropdown.
2. Click the **edit icon (pencil)** to open the customization panel.
3. A list of all available **features** will appear, categorized into sections (e.g., Campaigns, Analytics, Import).
*Note: list of features includes not only menu items, but specific tabs for each item, making navigation even quicker*
4. Each **feature** in the list has a **color‑coded star system**:
* **Gray Star** – Not selected.
* **Yellow Star** – Marked as an **occasional task**.
* **Green Star** – Marked as a **frequent task**.
5. Hover over a **star icon** in the list to show options to change its color.
6. Clicking an option applies it to the feature.
7. The sidebar updates immediately, grouping tasks into "Frequent" or "Occasional" categories.
### Role‑Specific Menus
The **Role-Specific Menus** in the **Menu Configurator** provide predefined sidebar configurations tailored to specific job functions. These menus optimize navigation by including only the most relevant tasks and tools for each role.
*Note: Cockpit, Diagnostic Search, and Demoshop are core functionalities and shown for all customized menus.*
Frequent and occasional tasks for each role-specific menu are listed in the table below:
| Search Manager | Campaign Manager | Data Manager | Basic Configuration |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Frequent tasks:
- Thesaurus
- Preprocessor
- Ranking rules
Occasional tasks:
- Campaigns
- Analytics
| Frequent tasks:
- Campaigns
| Frequent tasks:
- Import
- System status
Occasional tasks:
- Import settings
- Channel management
- System information
| Occasional tasks:
- Ranking rules
- Filters
- Import settings
- Search algorithm
- Result listings
- General settings
- Fields
- Channel management
- Recommendations
- ASO
- Personalization
|
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://docs.fact-finder.com/docs/user-interface/the-side-bar.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.