--- title: How To Navigate The Platform description: Learn how to navigate the platform using the left sidebar to access clients, track services, and manage your caseload efficiently. --- [Skip to content](https://knowledge.cominghome.ai/en/knowledge-base/how-to-navigate-the-platform#main-content) [![cominghome-logo-horizontal-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-horizontal-dark.png?width=208&height=32&name=cominghome-logo-horizontal-dark.png)](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Coming Home Knowledge Base](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) 2. [Getting started](https://knowledge.cominghome.ai/en/knowledge-base/getting-started?hsLang=en) # How To Navigate The Platform ## Learn how to move through the Coming Home web platform and find the main areas you need for daily work. ### Before you begin Ensure you are logged into your account and have the appropriate permissions to view the sections you need. Locate the Quick Navigation Sidebar on the left side of your screen. ### How To Navigate The Platform 1. **Click Dashboard** on the left hand side bar to view your daily operational overview, including key metrics and urgent clients. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-52-50-9276-PM.png?width=206&height=62&name=undefined-Mar-23-2026-02-52-50-9276-PM.png) ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-53-22-4063-PM.png?width=440&height=267&name=undefined-Mar-23-2026-02-53-22-4063-PM.png) 2. **Click Programs** to see a structured list of programs, services, or curricula, and the clients enrolled in them. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-52-51-3358-PM.png?width=257&height=70&name=undefined-Mar-23-2026-02-52-51-3358-PM.png) ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-53-16-7810-PM.png?width=472&height=235&name=undefined-Mar-23-2026-02-53-16-7810-PM.png) 3. **Click Clients** to access your active and archived caseload, from where you can access individual Client Toolkits. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-52-49-8068-PM.png?width=219&height=52&name=undefined-Mar-23-2026-02-52-49-8068-PM.png) ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-53-23-3605-PM.png?width=483&height=275&name=undefined-Mar-23-2026-02-53-23-3605-PM.png) 4. **Click Assistances** to track and review services provided at the organization, program, or client level. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-52-51-1450-PM.png?width=234&height=63&name=undefined-Mar-23-2026-02-52-51-1450-PM.png) ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-53-19-2395-PM.png?width=482&height=275&name=undefined-Mar-23-2026-02-53-19-2395-PM.png) 5. **Click IdentityArc™** to manage your menu Challenges, Goals, and Tasks assigned to your clients. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-52-51-8032-PM.png?width=272&height=79&name=undefined-Mar-23-2026-02-52-51-8032-PM.png) ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-53-15-2373-PM.png?width=523&height=224&name=undefined-Mar-23-2026-02-53-15-2373-PM.png) 6. Click **Learning Paths** to manage videos, and e-learning resources for your clients to access via the app. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-52-52-2747-PM.png?width=277&height=66&name=undefined-Mar-23-2026-02-52-52-2747-PM.png) ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-53-20-2201-PM.png?width=506&height=283&name=undefined-Mar-23-2026-02-53-20-2201-PM.png) 7. Click **Safety Resources** to see the available resources (hospitals, partner organizations, police stations, etc) your clients can access via the app. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-52-52-0478-PM.png?width=263&height=68&name=undefined-Mar-23-2026-02-52-52-0478-PM.png) ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-53-16-0543-PM.png?width=452&height=169&name=undefined-Mar-23-2026-02-53-16-0543-PM.png) 8. **Click Settings** to manage user access (if you have an Organization Admin role), custom assistance types, and organizational information. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-52-51-5505-PM.png?width=215&height=66&name=undefined-Mar-23-2026-02-52-51-5505-PM.png) ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-23-2026-02-53-21-1991-PM.png?width=517&height=359&name=undefined-Mar-23-2026-02-53-21-1991-PM.png) **Result:** You will be able to smoothly transition between different features and find the information you need to support your clients.   ### Tips / Best Practices 1. Use the search bars available within the Clients, Programs, and Assistances dashboards to quickly locate specific records. 2. The features visible in your sidebar depend on your user role. For example: Law Enforcement / Advocate users will not see the Dashboard or Settings tabs. 3. You can always return to the main overview by clicking the Dashboard tab, unless restricted by your role. ### Related Articles 1. [Dashboard Overview](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-the-dashboard?hsLang=en) 2. [Organization Settings Overview](https://knowledge.cominghome.ai/en/knowledge-base/organization-settings-overview?hsLang=en) 3. [How To Log In and Access Your Account](https://knowledge.cominghome.ai/en/knowledge-base/how-to-log-in-and-access-your-account?hsLang=en) --- ### Need more help? If your Organization Administrator confirms that your account exists and you are still unable to log in, [contact the Coming Home Support Team](mailto:customersupport@cominghome.ai) for additional help.   - [Getting started](https://knowledge.cominghome.ai/en/knowledge-base/getting-started?hsLang=en) - [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#main-content) - [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#creating-and-editing-a-client-record) - [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assignments) - [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assistances-at-a-client-level) - [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment) - [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#files-notes) - [Referrals](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#referrals) - [Programs](https://knowledge.cominghome.ai/en/knowledge-base/programs?hsLang=en) - [Assistances](https://knowledge.cominghome.ai/en/knowledge-base/assistances?hsLang=en) - [Milestones](https://knowledge.cominghome.ai/en/knowledge-base/milestones?hsLang=en) - [Settings & Administration](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#main-content) - [Users & Permissions](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#users-permissions) - [Coming Home Mobile App](https://knowledge.cominghome.ai/en/knowledge-base/coming-home-mobile-app?hsLang=en) [![cominghome-logo-stack-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-stack-dark.png?width=127&height=48&name=cominghome-logo-stack-dark.png "cominghome-logo-stack-dark")](https://www.cominghome.ai/?hsLang=en) https://www.cominghome.ai/ [mailto:customersupport@cominghome.ai](mailto:customersupport@cominghome.ai) Copyright © 2026, Coming Home