> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usejuiced.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Getting Around the Portal
> Find your way around the business rail, sidebar, status chips, search, notifications, and user menu.
Every page in the portal shares the same frame, with a slim **business rail** on the far left, a **sidebar** with search, status chips, and navigation, and the page you're working on to the right. Learn the frame once and every page feels familiar.
## The business rail
The rail runs down the left edge of the screen on desktop. Here's what it shows, from top to bottom.
* **Your provider's icon.** Hover it to see their name.
* **One avatar per business** you belong to, shown as initials. The highlighted avatar is the business you're working in. A small dot shows each business's status (green for active, yellow for paused, red for inactive, and gray for archived).
* **Create a new business** (the **+** button). This opens the business setup form so you can add another business to your login. See [Signing up and logging in](https://docs.usejuiced.com/customer-portal/signing-up-and-logging-in.md#adding-another-business).
* **Company Profile** (the gear icon). Shown only if you're allowed to edit your company's details. See [Company Profile](https://docs.usejuiced.com/customer-portal/company-profile.md).
* **Notifications** (the bell). See [Notifications bell](#notifications-bell) below.
* **Documentation**, which opens these docs in a new tab.
Click another business's avatar to switch to it. Each business is a completely separate account, with its own wallet, payment methods, bids, leads, contacts, and webhooks. Nothing carries over between them, so double-check which avatar is highlighted before you start placing bids.
> [!TIP]
>
> On a phone the rail is hidden. Use the **Switch business** menu at the top of the sidebar instead, and find the notification bell next to your name at the bottom of the sidebar.
## The sidebar
The sidebar holds the main navigation, grouped by job.
| Group | Pages |
| - | - |
| *(top)* | [Dashboard](https://docs.usejuiced.com/customer-portal/dashboard.md), [Leads](https://docs.usejuiced.com/customer-portal/leads.md), [Bids](https://docs.usejuiced.com/customer-portal/bids.md), [Marketplace](https://docs.usejuiced.com/customer-portal/marketplace.md), and your provider's [Club](https://docs.usejuiced.com/customer-portal/club.md) |
| **Locations** | [Counties, States, and Countries](https://docs.usejuiced.com/customer-portal/locations.md) |
| **Notifications** | [Contacts](https://docs.usejuiced.com/customer-portal/notifications.md) and [Webhooks](https://docs.usejuiced.com/customer-portal/webhooks.md) |
| **Billing** | [Payment methods, Transactions, Auto recharge](https://docs.usejuiced.com/customer-portal/billing.md), [Subscription](https://docs.usejuiced.com/customer-portal/subscription.md), and [Bidding Limits](https://docs.usejuiced.com/customer-portal/bidding-limits.md) |
| **Support** | Links your provider adds (**Support Portal**, **Email Us**, and **Lead Returns**) |
Click a group's label to collapse or expand it; the portal remembers your choice. You can also collapse the whole sidebar to icons with the toggle on its edge.
### Why a page might be missing
Your sidebar only shows what applies to your account, so it may look shorter than the table above.
* **Marketplace** appears only when your provider sells leads through the marketplace.
* **Club** appears only when your provider runs a Club. Your provider names it, so it might read "Fresh Squeeze Club" or something else entirely.
* **Locations** shows only the location levels you can bid on. If you can only bid on counties, you'll only see **Counties**.
* **Payment methods** appears when your provider accepts card payments, or when you still have a saved card on file.
* **Auto recharge** is hidden when card payments are turned off or your account is archived.
* **Subscription** appears when your provider offers a subscription, or when you already have one.
* **Bidding Limits** appears only when your account can bid.
* **Support** links appear one by one as your provider sets them up.
## Status chips
Just under the search box, a row of small chips sums up your account at a glance. Each one is a shortcut.
### Wallet
The wallet chip shows your current balance. Its color tells you whether that balance can keep your bids running.
| Chip | What it means |
| - | - |
| Green | Every active bid is fully funded |
| Yellow | Some bids are held back, either competing at a lower amount than you bid or out of funds while others keep running |
| Red | None of your active bids can compete, because your balance is below their minimums (this also shows when you have no active bids) |
| Gray | Bidding isn't turned on for your account, so funding status doesn't apply |
Click the chip to jump to [Payment methods](https://docs.usejuiced.com/customer-portal/billing.md#payment-methods), where you can add funds. If your provider doesn't take card payments, you land on [Transactions](https://docs.usejuiced.com/customer-portal/billing.md#transactions) instead.
### Paused or archived
If your account is paused or archived, a pulsing **Paused** or **Archived** chip appears first in the row. Leads aren't being assigned to your bids while it's there. Click it to open [Bidding Limits](https://docs.usejuiced.com/customer-portal/bidding-limits.md), where you can unpause.
### Return rate or tier
If your provider shares return information with you, a chip shows either your **return tier** (a badge with the tier's name) or your **return rate** as a percentage. Click it for the details. See [Returns and your return rate](https://docs.usejuiced.com/customer-portal/returns.md#your-return-rate-chip).
### Lead cap and budget
If your provider lets you set account-wide lead caps or budgets and you've set one, chips show how much of it you've used. They turn red once a cap or budget is used up. Click either one to open [Bidding Limits](https://docs.usejuiced.com/customer-portal/bidding-limits.md).
## Search everything
Click **Search everything...** at the top of the sidebar, or press ⌘ K (Ctrl K on Windows), to open search.
Before you type, it lists shortcuts to every page you can open, your support links, your other businesses, and **Log Out**. Type two or more characters to search your leads, bids, locations, transactions, notification contacts, and webhooks, plus matching articles from these docs. Use the arrow keys and Enter, or click a result, to jump straight to it.
## Notifications bell
The bell in the rail shows a red count when you have unread notifications. Click it to see the latest ones. These include alerts like **You got a new lead!** or **You've been outbid!**, and **Lead export complete** when a [lead export](https://docs.usejuiced.com/customer-portal/leads.md#exporting-leads) is ready to download. Your provider writes the wording of these alerts, so yours may read a little differently. Click a notification to open it and mark it read, or use **Mark all as read** to clear the count.
These in-portal notifications are just for you. Emails and texts about leads, bids, and your account go to the [notification contacts](https://docs.usejuiced.com/customer-portal/notifications.md) you set up.
## Banners
Your provider may post an announcement banner across the top of the portal, such as a heads-up about a holiday schedule or a new lead type. Some include a link to more information, and some can be dismissed with the close button on the right. A dismissed banner stays hidden in that browser.
## Your user menu
Your name sits at the bottom of the sidebar. Click it to open the user menu.
* **User Settings** opens your personal profile and security settings. See [Profile and security](https://docs.usejuiced.com/customer-portal/account-settings.md).
* **Log out** signs you out.
* **Theme** switches between light, dark, and your system setting. Pick whichever is easier on the eyes before your morning juice.
## When a page is blocked
Some pages show a message you can't close instead of their content.
* **Bidding not available.** If your provider hasn't turned on bidding for your account, the **Bids** and **Counties** pages show a message from your provider (by default, an invitation to schedule a call with their sales team) and a button back to your dashboard.
* **Account archived.** If your account has been archived, the **Bids**, **Locations**, and **Marketplace** pages say so. If your provider has set a support contact, a **Contact Support** button appears.
Either way, your provider is the one who can change it.
This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.