---
title: "Navigating the Walnut app"
slug: "/help/account/app-navigation"
topic: "account"
last_updated: "2026-09-24T11:35:57.409Z"
---

## Overview

Every main page in Walnut shares the same three-part frame: a **left rail** for moving between product areas, a **top bar** that names the current screen and holds its actions, and a **side panel** between the two that carries the screen's search, sections, and filters.

The frame stays consistent across the app, so the same gesture always lands in the same place — the area picker on the left, the screen's actions on top, and everything that narrows what you are looking at in the panel.

---

## The left rail

The rail runs down the left edge of the app and lists Walnut's main areas — Home, the library, Deals, Integrations, the AI center, Insights, Company settings, and any others enabled for your workspace. The active area is highlighted; role, plan and integration gating decide which rows appear for you.

**Collapse and expand.** A chevron at the top of the rail collapses it to an icon-only strip and expands it back. The expanded rail shows the Walnut wordmark and each area's label; the collapsed rail keeps the icons alone.

**Help.** Above the account footer, a **Help** row opens the help menu — Get Started, Help Center, What's New, Contact Support, System Status, and the admin console for admins.

**Account footer.** The foot of the rail carries your avatar. Clicking it opens the account menu, with Profile settings, an appearance picker (Light / System / Dark), Company settings, **Invite teammate**, and Sign out. Admins reaching the invite limit are taken to the unlock flow instead of the invite modal.

---

## The top bar

The top bar sits above the panel and the content column. It shows the current screen's **title** on the left and its **actions** on the right — the buttons that write to what the screen is showing.

On Company settings, for example, the top bar holds **Save Changes** and **Discard** for the active tab, together with an inline count ("1 unsaved change" / "N unsaved changes") beside them. Discard returns the tab's fields to what was last loaded without a network call, and keeps you on the same tab and scroll position. On the AI center, the tab's own **Save changes** button and its hint move up to the top bar in the same way.

---

## The side panel

The side panel sits between the rail and the page content. It draws only the parts a screen actually declares — a screen with nothing to narrow (Home, Integrations) shows no panel at all and the content takes the full width.

The panel can carry any combination of these blocks:

### Search

A search field at the top of the panel, positioned the same way on every screen that has one.

Two kinds of search share the slot:

* A **jump-to search** that indexes the areas and controls on the screen — for example **Search settings** on Company settings, which lists each setting with its current value ("Email verification — On", "Guides font size — 14px") and jumps you to the card that owns it, and **Search AI settings** on the AI center, which lists the center's own areas.
* A **content query** that filters the rows the screen is showing — used by the list screens (the library, Deals, and so on).

### Sections

The screen's own sections, listed as rows. On Company settings the rows are the pages (Account settings, Brand style, Users, Groups, Webhooks); the row for the page you are on expands to show the cards inside it as indented sub-rows, and clicking one scrolls the page to that card. Clicking the page row again folds the sub-rows away.

A row can carry a caption above it grouping related rows ("Folders", "Sections", "Views"), a count on the right, and hover actions — deleting a saved view, for example.

### Filters

Filters live in the panel as a stack of collapsible rows. Each row shows its own current value on the collapsed form, so a long filter list stays readable without a separate dropdown.

Rows come in a few shapes:

* **Options** — pick one (Type, Review status).
* **Multi-options** — pick several with checkboxes (Tags, where each row carries the tag's colour swatch and its lifetime count).
* **Range** — numeric from/to (for example a Deal Amount).
* **Options with a custom picker** — a preset list plus, for example, a custom date range on Deals' close date.

A neutral option ("All items", "Any status", "Any time") shows nothing in the row's value and does not count toward the active-filter total. **Clear all** returns every row to its neutral state in one write.

The library screens list, among others, **Type** (Storyline / Demo / Playlist / Deal room), **Tags**, **Review status** (when editorial review is enabled for the account), **Favorites** (All items / Favorites only), **Archived** (Hide archived / Archived only), and **Company files** for admins (Shared with me / All company files).

### Saved views (Deals)

On Deals, the panel carries **saved views** below the filters — named combinations of the current filter set that you can jump back to. Each view is a row in the panel, and hover actions let you manage it. Filter combinations save as URLs, so a filtered view is linkable and shareable.

### Order

On the list screens — the library, My library, Shared library, the Resource hub, Deals, Insights — the filters sit **above** the sections, so they stay reachable over a long folder list. Everywhere else, sections come first.

---

## Related

* [Company Settings](/help/account/company-settings)
* [AI Control Center](/help/account/ai-control-center)
* [Navigate opportunities with Deals](/help/integrations/salesforce/navigate-opportunities)
