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Using the Side Menu, Profile, Shared space, and In-app Help

Datamaran uses a side menu to help you navigate between modules and key areas of the platform. You can collapse the menu to create more space on your screen, and you can access Profile, the Help Center, and your company’s Shared space from the bottom of the menu.

Why this matters

  • More space when you need it: Collapse the side menu to focus on what you’re working on.

  • A consistent place for account and help: Profile and Help Center are always in the same location.

  • One entry point to enablement resources: Open your company’s shared onboarding and documentation (when configured) directly from the platform.

Using the side menu

Expand or collapse the menu
  1. In the left navigation, select the collapse/expand control at the top of the side menu.

  2. The menu switches between:

    • Expanded view (shows navigation labels), and

    • Collapsed view (uses less space).

Tip: The collapsed view is especially useful on smaller screens or when you want to maximise workspace.

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Finding your Profile and the Help Center

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Open your Profile menu
  1. Go to the bottom of the side menu.

  2. Select Profile to open your user options.

Open the Help Center
  1. Go to the bottom of the side menu.

  2. Select Help Center to view Datamaran support content.

Open your Shared space 

What is a Shared space?

A Shared space is a link to your organisation’s dedicated URL, where we share onboarding materials, enablement content, and key documentation.

Open Shared space
  1. Select Profile (bottom of the side menu).

  2. Select Shared space.

  3. Your company’s Dock shared space opens in a new tab/window (when configured).

Note: If the Shared space link is not available, your space may not be configured for your organisation yet.

Get usage help with the AI chatbot

Open the chatbot
  1. Select the chatbot icon in the bottom-right of the screen.

  2. Type your question to get platform usage guidance.

What the chatbot can help with

The chatbot is designed to help you with how to use Datamaran, based on the information available in the Help Center.

What the chatbot can’t help with

The chatbot does not provide:

  • Regulatory guidance

  • Legal advice

  • Compliance advice

  • Benchmarking guidance

  • Materiality determinations

  • Applicability guidance

For these topics, please refer to the relevant Datamaran modules for insights.

Request a live agent

If you can’t find the help you need, you can ask the chatbot to connect you to a live agent.

Live agent support is available during EU/US working hours, Monday to Friday. This excludes national holidays in countries where Datamaran has offices

If an agent is not available, we’ll get back to you on the next working day.