Release: 2026_1
Audience: Experienced Good Sign users
Purpose: Switch from classic navigation to the new navigation and find your way around
What Changed
The 2026_1 release introduces a redesigned navigation for Good Sign. The most visible change is the top menu bar: instead of the single Objects List menu, the portal now has four named sections — Organizations, Products, Automation, and Settings — each with its own left sidebar.
Figure 1: New navigation mockup
The new navigation is opt-in. Your portal keeps classic navigation by default. You enable it per user account and can switch back at any time.
Enabling the New Navigation
Figure 2: Open Account Details dialog
- Click your username in the top-right corner of the portal → Account Details.
- Click the Use new navigation toggle (below the theme selector).
- Click Save. The portal reloads immediately with the new navigation active.
Note: This is a per-user setting. Changing it for yourself does not affect your colleagues.
Switching Back to Classic Navigation
Figure 3: Switching to Classic Navigation
- Click your username → Account Settings.
- Click the Use new navigation toggle to turn it off.
- Click Save.
The New Navigation at a Glance
Figure 4: Full portal view — Organizations selected
The interface has three key areas:
Top menu bar — four sections across the top: Organizations, Products, Automation, Settings. The active section is underlined in teal. To the right: the AI Chat Support button and your user avatar/name.
Left sidebar — changes depending on which top-menu section you are in. Each section has its own set of sidebar items, most of which expand to show sub-items.
Main content area — unchanged from classic navigation. Same grids, filters, and data views you already know.
Organizations
Click Organizations in the top menu. The sidebar covers the full billing lifecycle for your customer base — from Customer Overview and contracts through pricing, charges, invoicing, and reporting. Invoice Batches and the AI-powered reports are also found here.
Products
Click Products in the top menu. The sidebar gives access to your product catalogue and detailed product configuration.
Automation
Click Automation in the top menu. This section brings together the integration and automation tooling: billing task rules, interface and adapter configuration, and the Datatables view introduced in 2026_1.
Settings
Click Settings in the top menu. System-wide administration tools covering user management, organisation settings, system setup, and the work queue. Logs — including the Error Log, Event Log, and Interface Log — are grouped here as well.
Classic Navigation Path → New Navigation Path
Use this table to find where things have moved. (Normal font indicates "top menu", and italics indicates "left sidebar."
|
What you’re looking for |
Classic path |
New navigation path |
|
Customer Overview |
Reporting → Customer Overview |
Organizations → Customer Overview |
|
Contracts |
Contracts → Contracts |
Organizations → Contracts → Contracts |
|
Contract Lines |
Contracts → Contract Lines |
Organizations → Contracts → Contract Lines |
|
Prices by Organization |
Products and Prices → Prices by Organization |
Organizations → Prices → Prices by Organization |
|
Charges |
Billing → Charges |
Organizations → Charges → Charges |
|
Invoices |
Billing → Invoices |
Organizations → Invoices → Invoices |
|
Invoice Preparation |
Billing → Invoice Preparation |
Organizations → Invoices → Invoice Preparation |
|
Invoice Scheduling |
Billing → Invoice Scheduling |
Organizations → Invoices → Invoice Scheduling |
|
Invoice Transactions |
Billing → Invoice Transactions |
Organizations → Invoices → Invoice Transactions |
|
Invoice Batches |
Billing → Invoice Batches |
Organizations → Invoices → Invoice Batches |
|
Objects List |
Objects List (top menu) |
Organizations → Objects → Objects List |
|
Products |
Products and Prices → Products |
Products → Products |
|
Reports |
Reporting → Reports |
Organizations → Reports → Reports |
|
SaaS Metrics |
Reporting → SaaS Metrics |
Organizations → Reports → SaaS Metrics |
|
Report Tasks |
Reporting → Report Tasks |
Organizations → Reports → Report Tasks |
|
Billing Tasks |
Billing → Billing Tasks |
Automation → Billing Tasks |
|
Interfaces |
Interfaces → Interfaces |
Automation → Interfaces |
|
Datatables |
Interfaces → Datatables |
Automation → Datatables |
|
Users |
Administration → Users |
Settings → Users |
|
System Setup |
Administration → System Setup |
Settings → System Setup |
|
Error Log |
Logs → Error Log |
Settings → Logs → Error Log |
|
Event Log |
Logs → Event Log |
Settings → Logs → Event Log |
|
Interface Log |
Logs → Interface Log |
Settings → Logs → Interface Log |
AI Chat Support
Figure 5: Top bar with AI Chat Support button
The new top bar includes an AI Chat Support button to the right of the main menu sections. Click it to open the AI chat assistant, which can answer questions about using Good Sign and help you navigate the portal.
Frequently Asked Questions
Does enabling the new navigation affect other users? No. The setting is per-user and only changes your own view.
Will my existing bookmarks and direct links still work? Yes. The new navigation changes the menu structure, not the underlying page addresses. Links to specific records continue to work regardless of which navigation you use.
I can’t find something in the new navigation. What should I do? Check the path reference table above. If you’re still unsure, you can temporarily switch back to classic navigation via Account Settings.
The Reports section in the left sidebar contains “Reports OLD”. What is that? Reports OLD contains the previous-generation standard reports. The current Reports item contains the up-to-date reports. Both remain accessible during the transition period.