> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/getting-started/navigation.md).

# Find your way around

Learn the RollCredits layout on a phone and a computer: the header, the sidebar, page search, light and dark mode, banners and support chat.

Every RollCredits page has the same frame: a header across the top, a sidebar with your pages, and banners when something needs your attention. Everyone sees it, on a phone or a computer.

## The header

On a phone, the header holds the RollCredits logo, **TARS**, a search button (magnifying glass) and the menu button (three lines). The **Company** and **Project** boxes are inside the menu. Tablets and narrow browser windows use this phone layout.

On a computer, the header shows the logo and **TARS**, then **Search pages…**, the company and project boxes and the light and dark switch.

Select the logo to go back to the first page in your sidebar. For these boxes, see [Switch projects and companies](/getting-started/switch-projects.md).

{% hint style="info" %}
For **TARS**, see [Ask TARS](/getting-started/tars.md).

If your company uses the Setup guide, Owners and Super Admins also see a progress ring in the header until setup is finished, labeled with the required steps done, such as **Setup 2 of 5**. On a phone, only the ring shows. See [Finish setting up your company](/company/setup-guide.md).
{% endhint %}

## Use the sidebar

The sidebar lists only the pages your role and your company's features allow, so it can differ from a teammate's and change when you switch projects. Some pages sit on their own, such as **Transactions** and **Settings**. Others are grouped in sections, such as **Project**, **Payroll**, **Company** and **Help**. **Settings** and **Help** are there for everyone.

On a phone:

1. Select the menu button (three lines) in the header.
2. Select a section name, such as **Project**, to show its pages.
3. Select a page. The menu closes and the page opens.

To close the menu without going anywhere, select the menu button again.

On a computer:

1. Point at the strip of icons along the left edge of the screen. The sidebar opens.
2. Select a section name to show its pages.
3. Select a page.

Moving the pointer away closes the sidebar. Pointing at a page shows a short description of it.

Select a section name again to hide its pages. The page you're on is highlighted. The bottom of the sidebar shows **Logged in as** and your email, next to the red power button that logs you out.

## Search for a page

1. Open page search. On a phone, select the search button in the header, or **Search pages…** in the menu. On a computer, select **Search pages…** in the header or sidebar, or press Cmd+K on a Mac or Ctrl+K on Windows.
2. Type what you're looking for. Search matches page names, what each page is for and related words, so "receipts" finds **Transactions**.
3. Select a result.

Search lists only pages you can open. Before you type, it shows all of them, grouped by sidebar section. **Guides**, **Privacy Policy** and **Security Policy** open in a new tab. When nothing matches, you see **No results found for** and what you typed. To close search, press Esc or select outside it.

{% hint style="info" %}
If RollCredits payroll is turned on for your production, search also finds the timesheets you can see. Type a person's name or part of a pay-period date, such as 2025, and matches appear under **Timesheets**. Your own timesheet opens on **My Timesheet**. If you review timecards, someone else's opens on the page where you review them.
{% endhint %}

## Switch between light and dark mode

1. Find the sun-and-moon switch: at the top of the menu on a phone, or at the right end of the header on a computer.
2. Select it. The sun is light mode and the moon is dark mode.

RollCredits starts in dark mode and remembers your choice on that browser only.

## Get help

The **Help** section of the sidebar has:

* **Roles & Permissions**, which opens [See what each role can do](/getting-started/roles-and-permissions.md).
* **Guides**, which opens this help center in a new tab.
* **Privacy Policy** and **Security Policy**, which open in a new tab.

To talk to someone, select the chat button in the bottom-right corner of any page once you're signed in. It opens a chat with RollCredits support. The button is hidden on the W-4 and W-9 onboarding steps. If you never see it, a content blocker in your browser may be stopping it.

## Banners

Banners appear above the page when something needs your attention.

| Banner                                                                 | What to do                                                                                                   |
| ---------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------ |
| **A new version of RollCredits is available…**                         | Select **Refresh**. It turns red after an hour out of date.                                                  |
| **You may have an unstable internet connection!**                      | Check your connection. It goes away on its own once the connection is steady.                                |
| **We are missing your name.** or **We are missing your phone number.** | Select **Go to Settings** and add it. See [Manage your account settings](/getting-started/settings.md).      |
| **We are missing company tax information.**                            | Select **Add Tax Info** to open **Company > Details**. See [Edit your company details](/company/details.md). |

Closing the name, phone number or tax information banner with the X hides it for a day. The other banners can't be closed.

{% hint style="info" %}
Only Owners and Super Admins see the tax information banner, and only when the company doesn't use the Setup guide.

If RollCredits payroll is turned on for your production and you haven't finished your payroll onboarding, a banner shows **Payroll onboarding step** with a link to your next step. See [Finish your payroll onboarding](/payroll/get-started.md).
{% endhint %}


---

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