> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartchange.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Getting around the workspace

This article shows where everything is in your SmartChange workspace.

![Dashboard with the sidebar and top bar](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/dashboard-overview_1h8813n.jpg)

### The sidebar

The left sidebar is grouped by what you're working on:

- **Dashboard**, **Transactions**, and **Contributors**: money in and the people who gave it.
- **Fundraising:** **Forms** and **Store**, the pages people give and buy through.
- **Operations:** **Finance**, **Reporting**, and **Marketing**.
- **More → Developer:** integrations, API keys, webhooks, MCP, and logs.

At the bottom, **Back home** takes you out of the organization workspace.

### Organization switcher

The switcher sits at the top left. Click it to see **This organization** and **Your other organizations**, or click **Create a new organization**. Everything below it belongs to the organization shown.

![Organization switcher open with Create a new organization](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/org-switcher_1pyzv5p.jpg)

### Search

Click the search bar at the top or press Cmd+K (Ctrl+K on Windows). Search finds contributors, forms, and candidates.

### The Agent

Click **Agent** in the top bar (the sparkle icon) to ask questions about your data, draft an email, or build a report. It asks before changing anything. See [Ask the Agent](https://smartchange.crisp.help/en/article/ask-the-agent-klcd5s/).

### Help and tours

Click **?** to open **Help and tours**:

- **Show this page's tour**
- **Workspace tour**: where everything is
- **Restart all tours**

Each page shows a short tour the first time you open it.

![Help and tours menu](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/help-menu_zgmlnp.jpg)

### Organization settings

Click the gear for your organization's settings: **General**, **Plan & billing**, **Members**, **Contributor questions**, **Compliance**, and **Audit log**.

### Notifications and your account

Click **Notifications** in the top bar to see your alerts. Click your avatar for **Your settings**. This is where you set up your authenticator app if your organization requires two-factor authentication.

### Contributor home

Click **Contributor home** at the top right to see SmartChange as a contributor. It shows your own payments, subscriptions, memberships, spare change, tickets, and orders, plus the forms you follow.

Questions? Email us at [support@smartchange.app](mailto:support@smartchange.app).