Knowledge Base · Global · How-to

Finding your way around globalEPR.ai (menu map)

General information, not legal advice. · Reviewed 2026-08-05

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The left sidebar menu

Everything in globalEPR.ai is reached from the left sidebar menu. At the top of the sidebar there is a search field — start typing any page name (for example "setup" or "packaging") and jump straight to it. There is also a global search further up for records such as SKUs and documents.

Ask Leo uses the published Knowledge Base and cites its sources. For a navigation or how-to answer it gives the exact current menu path, action or button name, and any prerequisite role or plan. It never treats a hidden menu as authorization: the application route and action permission remain the source of truth.

Setup Wizard and User Manual (Help section)

The Setup Wizard is in the Help section near the bottom of the left menu, directly above the "User Manual" entry. You can also find it by typing "setup" into the search field at the top of the menu. Note: the Setup Wizard creates importers, so it is only visible to super-admin users — regular team members will not see it. The User Manual (full illustrated guide) is in the same Help section and is visible to everyone.

Menu sections and what is inside each

  • Pinned (top of menu): Dashboard · Action Center.
  • Portfolio: Importers (super-admin) · SKUs (your product master list) · Brands & Brand Owners · Packaging Types · PPWR Readiness · Sales Department.
  • Compliance: EPR Registrations · EEE Registrations · Declarations of Conformity (DoCs) · Product Safety · Chemical Compliance (REACH) · Compliance Requests · Prop 65 Chemicals and FNSKU Labels (closed beta).
  • Jurisdictions: country dashboards — EU (EPR) · United Kingdom (pEPR) · United States · Canada · Australia (APCO) · Japan (CPLR).
  • Operations: Sales Distribution · Import Shipments · Warehouse · Customs Brokers · Compliance Reports · Reporting Calendar (all deadlines) · PRO Invoices · Duties · Change Log · Amazon Integration (Enterprise plan).
  • Evidence: Files & Test Reports · Suppliers · Materials.
  • Tools: Ask Leo (this chat) · Regulation Library · Regulation Roundups.
  • System: Users & Permissions · Audit Log · Settings · Email Delivery (super-admin) · Prop 65 Notices (super-admin).
  • Platform (platform owner only): Customers · Beta Programme · Free Tools Analytics · Supplier Network · EPR Fee Rates · Packaging Types Manager · Materials · Recycling Icons · Regulatory Review · Unanswered Ask Leo Questions · Growth · System status · Backups · CSV Import. Platform admins also see extra Tools entries: Email Alerts · EPR Scheduler · Amazon Alerts · Knowledge Base.
  • Help: Setup Wizard (super-admin, listed first) · User Manual · Label Beta Feedback (super-admins on the label beta).
  • Account (below Help, customer accounts only): Account Security (2FA, password) · Billing · Billing history.

Quick "where do I find…" answers

Importer detail tabs

Go to Portfolio → Importers, open the required importer, then choose one of six tabs. Importers and all importer-detail tabs are super-admin only.

  • Overview (importer/importers, profile, company details, economic operator) — legal/trading name, registration, establishment, contact and EU-wide AR details.
  • Brands & SKUs (brands, products, LOA) — authorised brands, authorization status/expiry and SKUs assigned to that importer.
  • VAT & EORI (VAT, VIES, tax/customs numbers) — country VAT registrations, validation state/dates and the importer EORI.
  • AR Assignments (authorised/authorized representative, AR mandate) — country-specific representatives, completeness, mandate dates and status.
  • EPR (producer/EPR registrations and numbers) — country, authority, registration number, representative, status and renewal information.
  • Declarations (DoC, Declaration of Conformity, documents) — declarations issued under that importer, including number, version, issue date and status.
  • Setup Wizard → Help section (bottom of menu), just above User Manual. Super-admin only.
  • User Manual → Help section, bottom of the menu.
  • SKUs / products → Portfolio → SKUs. CSV import lives on that page.
  • Packaging data → Portfolio → Packaging Types (materials, weights, recyclability).
  • Declarations of Conformity → Compliance → Declarations of Conformity.
  • EPR numbers / registrations → Compliance → EPR Registrations, or the country pages under Jurisdictions.
  • Deadlines calendar → Operations → Reporting Calendar.
  • Reports for authorities → Operations → Compliance Reports.
  • Test reports & files → Evidence → Files & Test Reports.
  • Suppliers → Evidence → Suppliers.
  • Team members & roles → System → Users & Permissions.
  • Notification & language settings → System → Settings.
  • Two-factor authentication → Account → Account Security.
  • Plan & payments → Account → Billing.
  • EPR Fee Rates (official fee-rate tables) → Platform → EPR Fee Rates. Platform owner only.

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