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SaaS navigation•December 17, 2025

A SaaS Navigation Checklist for Common “Where Is It?” Tasks

A practical checklist for finding common SaaS settings (users, permissions, billing, notifications) when the UI has changed and you’re stuck.

A SaaS Navigation Checklist for Common “Where Is It?” Tasks

When you’re stuck in a SaaS tool, you often don’t need a long explanation—you need a reliable way to find the right screen. Use this checklist to regain momentum without clicking randomly.

Step 1: Identify what category your task belongs to

Most “where is it?” tasks fall into one of these buckets:

  • Users and teammates
  • Roles and permissions
  • Billing and plan
  • Notifications and email
  • Integrations and API keys
  • Workspace/account settings

Pick the closest match before you start searching.

Step 2: Find the “top-level” entry point

Look for:

  • A gear icon (Settings)
  • An Admin or Workspace menu
  • Your avatar menu (Account)
  • A left-nav section labeled “Manage,” “Organization,” or “Workspace”

If you’re not sure, go up one level and re-check.

Step 3: Use the fastest filter: page structure

On most settings screens:

  • The most important items are grouped into sections (Billing, Security, Members).
  • Permissions often live under Users/Members or Admin.
  • Notifications often live under Account/Preferences.

Scan for section headers, not individual toggles.

Step 4: Confirm you’re changing the right scope

A common trap: changing the right setting in the wrong scope.

  • Account-level vs workspace-level
  • Personal settings vs admin settings
  • Team settings vs project settings

Before saving, confirm the scope you’re in.

Step 5: Move one step at a time

When you’re stuck, speed comes from precision:

  • Do one click.
  • Re-orient.
  • Continue.

If you’re clicking three times “just to see,” you’re likely losing time.

Where Guidely fits

Guidely is designed for exactly this moment: when you know what you want to do, but can’t find where it lives. It keeps you in the product and guides you step by step, grounded in official help documentation.

FAQ

Why does this keep happening in SaaS tools?

Interfaces change, menus move, and labels get renamed. The work becomes translating “what to do” into “where to click.”

What’s the safest way to avoid breaking something?

Move one step at a time and validate before irreversible actions (billing changes, access changes, deletions).

Can Guidely help if I’m on the wrong screen?

Guidely is designed to adapt and explain what to look for when the UI doesn’t match perfectly.

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If you’re stuck in settings right now, describe the destination and let Guidely guide you one step at a time—without leaving the page.