This article walks through the key navigation features to most seamlessly use your Visible account.
Favorites
The Favorites feature allows you to save the items you use most frequently, ensuring they’re always at your fingertips. These favorites are personalized to each individual user, making it easier than ever to jump straight into what’s most relevant to you.
To add Favorites to your left side navigation menu, you'll click the star icon that says Favorite.
The item will then live in the navigation menu for the user as shown below.
Pins
Pins are at the index level, ensuring that key sections remain accessible to everyone in your fund. This balance of personalization and consistency means that while individuals can customize their experience, teams can still align on shared priorities and workflows.
Click the Pin icon next to an item and it will appear at the top of the selected use-case.
Seamlessly Switch Between Portfolio Companies
When reviewing a portfolio company's metrics or marking up investments, you can easily switch to another company. Simply click the name and logo of the current portfolio company at the top left of your inner navigation menu and this will open a dropdown menu. Select the company you want to view, and you’ll stay in the same top-level section (e.g., Metrics or Investments) for the new company.
Let us know if you have any questions!