Guide to the sidebar layout, sections, and role-based navigation across the platform
Once you are logged in, the sidebar is your primary way to move around the platform. It runs along the left side of the screen and organizes pages into clearly labelled sections. What you see depends on your role -- employees, managers, admins, and superadmins each get a tailored set of pages.
The top navigation also includes global controls such as Coach, notifications, and your profile menu. The Coach button opens the role-aware Coach panel from any authenticated page.
This article walks through every sidebar section, explains which roles can see each item, and covers pages that are intentionally hidden from the navigation.
The sidebar is divided into named sections, each grouping related pages. Below the sections, utility items (Help Center, Organization, Settings, Subscription) appear at the bottom without a section header.
Sections only appear if your role has access to at least one item within them. If no items in a section apply to your role, the entire section header is hidden.
The top navigation stays visible while you work. It includes:
| Item | Roles | Description |
|---|---|---|
| Coach | All authenticated roles | Opens the role-aware Coach panel. Employees see My Coach, store managers see Team Coach, owners see Org Coach, org admins see Admin Coach, and superadmins see Platform Coach. |
| Notifications | Manager, Admin, Superadmin | Shows relevant alerts, including coaching alerts where available. |
| Profile menu | All authenticated roles | Opens profile and account actions. |
The Coach panel is not a separate page. It is a right-side chat panel that can help with personal practice, team coaching, organization priorities, admin setup, or platform health depending on your role.
New Org Admins may be routed to /manager/onboarding after signup or email verification. That setup screen starts the AI onboarding call and lets the admin approve the Business Training Brief before the workspace is treated as fully onboarded.
The Practice section is where you go to start AI-powered sales conversations.
| Item | Route | Roles | Description |
|---|---|---|---|
| Live Calls | /live-calls | Employee, Manager, Superadmin | Launch a new practice session with an AI customer persona. This is the main entry point for hands-on training. |
Live Calls is the most frequently used practice page on the platform. Employees can start practice here from their dashboard or sidebar. Managers also have access so they can test product configurations before assigning them to the team.
Tip: If you are an employee and do not see Live Calls in your sidebar, your role, organization settings, or subscription state may not allow practice yet. Contact your manager or admin to check your team setup.
The My Progress section gives individual users a view of their own performance data, coaching feedback, and session history.
| Item | Route | Roles | Description |
|---|---|---|---|
| Progress | /progress | Employee, Superadmin | View your overall performance metrics, scores, and trends over time. |
| Coaching | /coaching | Employee, Superadmin | Access AI coaching feedback and tips based on your recent practice sessions. |
| Practice History | /practice-history | Employee, Superadmin | Browse a chronological list of your past practice sessions with evaluation details. |
This section is designed for self-service learning. After completing a practice call, you can review how you performed on the Progress page, read detailed coaching notes on the Coaching page, and revisit any past session through Practice History.
Note: Managers do not see the My Progress section. Their performance oversight happens through the Team section instead.
The Team section is where managers monitor and manage their team's training activity. It provides dashboards, activity feeds, reporting, and analytics.
| Item | Route | Roles | Additional Conditions | Description |
|---|---|---|---|---|
| Dashboard | /manager | Manager, Superadmin | -- | The manager home page. Shows team success rates, call volumes, top performers, and leaderboards. |
| Team Activity | /team-activity | Manager, Superadmin | -- | A feed of recent practice sessions across the team, with status indicators and quick access to evaluations. |
| Team | /team | Manager, Superadmin | -- | View and manage team members. Add new members directly or send email invitations. |
| Team Reports | /manager/reports | Manager, Superadmin | -- | Skills heat maps, per-rep breakdowns, and exportable reports (CSV and PDF). |
| ROI Analytics | /manager/analytics | Manager, Superadmin | Regional managers only | Before-and-after ROI calculations that measure training impact on sales performance. |
Managers land on the Dashboard page by default after logging in. From there, the other Team pages are one click away in the sidebar.
ROI Analytics has a special visibility rule. It only appears for managers who are not scoped to a specific store location -- meaning regional managers or account owners see it, while store-level managers do not. Superadmins always see ROI Analytics regardless of location scope.
The Setup section is where managers configure the products, services, and training scenarios that power practice sessions.
| Item | Route | Roles | Description |
|---|---|---|---|
| Products | /products | Manager, Admin, Superadmin | Add, edit, and manage the products and services your team sells. These feed directly into AI practice sessions. |
| Training Setup | /training-setup | Manager, Admin, Superadmin | Configure training domains, scenarios, and evaluation criteria. Currently marked with a Beta badge. |
Products is the foundation of training content. Each product you add becomes available as a topic for practice calls. Training Setup extends this with specific scenarios and behavioural criteria the AI uses during evaluations.
Tip: Training Setup is a newer feature and carries a Beta badge in the sidebar. It is fully functional but may receive significant updates in future releases.
The Admin section is for organization administration and platform administration. Org Admins manage their customer workspace. Superadmins manage the Oliver platform.
| Item | Route | Roles | Description |
|---|---|---|---|
| Admin Dashboard | /adminDashboard | Superadmin | Platform-wide operations dashboard for Oliver owners and technical operators. |
| Users & Seats | /admin/users-seats | Manager, Admin, Superadmin | Manage team members, invitations, seat access, and fixed app roles. |
The Admin section is limited to users with team or organization administration access. If you need access to organization admin features, contact your Org Admin. Superadmin access is reserved for Oliver platform operators.
Below the sectioned navigation, four utility items appear at the bottom of the sidebar. These do not have a section header.
| Item | Route | Roles | Description |
|---|---|---|---|
| Help Center | /help | All roles | Opens the Knowledge Base (this site). Browse articles, search for answers, and access API documentation. |
| Organization | /organization | Manager, Admin, Superadmin | View and edit your organization's profile, branding, and company details. |
| Settings | /settings | All roles | Personal account settings including profile, notifications, and theme preferences (light, dark, or system). |
| Subscription | /subscription | Manager, Admin, Superadmin | View your current subscription plan, trial or billing state, seats, usage allowance, and billing information. |
Help Center and Settings are available to every logged-in user. Organization and Subscription are restricted to manager-level roles and above.
The sidebar adapts based on your role. The following table summarizes which sections each role can access:
| Section | Employee | Manager | Admin | Superadmin |
|---|---|---|---|---|
| Practice | Yes | Yes | -- | Yes |
| My Progress | Yes | -- | -- | Yes |
| Team | -- | Yes | Yes | Yes |
| Setup | -- | Yes | Yes | Yes |
| Admin | -- | -- | Yes | Yes |
| Help Center | Yes | Yes | Yes | Yes |
| Organization | -- | Yes | Yes | Yes |
| Settings | Yes | Yes | Yes | Yes |
| Subscription | -- | Yes | Yes | Yes |
Superadmins see everything. Employees see the most focused view: Practice, My Progress, Help Center, and Settings. Managers see Practice plus team management and setup tools. Org Admins see team management, setup, organization, and billing surfaces but do not see the platform Admin Dashboard.
Navigation is based on your fixed app role, organization module settings, location scope, and subscription or seat state. Oliver no longer has a separate custom Roles configuration screen for per-feature permissions.
A few pages are intentionally hidden from the sidebar but remain accessible if you navigate to their URL directly. They are hidden because they are deprecated, under development, or serve a niche purpose.
Currently hidden pages include:
/schedule) -- Available to employees and superadmins. A scheduling feature that is hidden while under evaluation./templates) -- Available to managers and superadmins. Industry templates for quickly setting up products and training scenarios./admin/usage-analytics) -- Available to superadmins. Detailed platform usage data./packages) -- Superadmin-only historical/internal package configuration. Current customer billing runs through plans and subscriptions.These pages may appear in future sidebar updates or be removed entirely. Their routes remain functional for users with the appropriate role.
/dashboard), managers and onboarded Org Admins land on the Manager Dashboard (/manager), new Org Admins with incomplete setup land on /manager/onboarding, and superadmins land on the Admin Dashboard (/adminDashboard).