Getting started

Find your way around

What the sidebar holds, how to switch workspaces, and what's in the bar across the top of every page.

Updated 2 min read

The sidebar

ItemWhat's there
HomeYour workspace at a glance: the compliance posture, running deadlines, subscriptions and recent activity. See Read your Home page.
InboxThe privacy requests and illegal content notices someone outside your company is waiting on. See Use the Inbox.
DocumentsEvery file EU Presence holds for you. See Find and download a document.
ComplianceOverview, Calendar and the five registers: Privacy, Content Safety, Cyber Resilience, AI Governance and Product Safety.
PeopleOverview, Employees, Contractors and Background checks, for the people you hire through us.
EstablishOverview and Company Formation.
Privacy CenterYour public trust page, with its policies, certifications and branding.
ReportsCharts across your registers, and reports you can generate and download.
More › Data Protection OfficerThe marketplace where you choose and hire a DPO.
SettingsYour organisation, members, subscriptions and billing, the audit log and the email outbox.

Compliance, People, Establish, Privacy Center, Reports and More sit under the Products heading, and Settings is pinned at the bottom. Select a group to show or hide its pages. Payroll and Benefits under People, and Virtual Address, Annual Filings, Nominee Director and Bank Account under Establish, open pages marked Coming soon for now.

A number beside Inbox, Privacy or Content Safety counts what's still owed a response there. Beside Documents, it's how many files the vault holds. A row with nothing to count shows no number. The arrow at the foot of the sidebar collapses it to icons.

Switch workspaces

The switcher at the top of the sidebar shows the workspace you're in: its logo or initials, its name, its plan (Free or Pro), your role and how many members it has.

  1. Select the switcher to open its menu.
  2. Under Switch to, choose another workspace. It opens on its Home page.

Create new organization, at the foot of the menu, adds another company (see Add a second company).

The top bar

  • Search anything… finds records across the workspace. Press ⌘K on a Mac, or Ctrl+K elsewhere, to jump to it. See Search the workspace.
  • The bell opens your latest notifications and shows a dot when something is unread. See Check your notifications.
  • Your photo or initials open the account menu, with Profile, Security and Sign out. Your own account is covered in Settings and team.

Getting help

The Help, Status and Docs links at the foot of the sidebar, and the question mark in the top bar, open pages marked Coming soon. The guides are here in the help center, and you can write to us at hello@eupresence.com.