Navigation Menu

Agent view

Located on the left side of the screen, the navigation panel allows access to other parts of the platform:

  • Dashboard: Returns you to the main overview page.

  • Assignments: View and manage active assignments.

  • Tasks: Review all personal and team tasks.

  • Resource Center: Access shared documents or reference materials.

  • Customers: Manage customer accounts and profiles.

  • Contacts: View individual contact details and communication logs.

  • Deal Pipeline: Track and manage sales or service deals.

  • Reporting: Generate and view reports.

  • Invoicing: Manage billing and financial documents.

  • My Timesheets: Enter and review logged hours.

  • Practice Manager: Access configuration and administration tools.

  • Settings: Update your user profile, preferences, and notifications.

Practice Manager view

Practice Dashboard

The landing page for practice administrators and managers. This page typically includes performance summaries, team metrics, and quick access to common actions.

Inbox

Central hub for messages, notifications, client communications, and form submissions. Use this to stay on top of new activity, approvals, or updates that require your attention.

Assignments

This section contains all current and historical assignments. Assignments are work items or cases assigned to agents or teams. Here you can:

  • View assignment status (open, closed, on hold)

  • Assign or reassign work

  • Add notes and updates

Agents

Displays a list of all team members (agents) working in the practice. From this section, you can:

  • View agent profiles

  • Assign roles or permissions

  • Track individual workloads and performance

Timesheets

Use this area to manage and submit work hours. Features typically include:

  • Timesheet submission and approval

  • Daily and weekly time tracking

  • Viewing past timesheet records

Customers

This section holds all customer profiles and related contact information. You can:

  • Add or edit customer records

  • Link contacts to customers

  • View associated assignments and communication history

Projects

A project groups multiple assignments or deliverables under a single initiative. This section allows users to:

  • Create and manage projects

  • Track progress and status

  • Link customers and agents to project work

Expense Management

Used to record, review, and approve business-related expenses. Users can:

  • Submit receipts or claims

  • Track reimbursable expenses

  • Approve or reject submitted items

Settings View

The Settings menu allows you to configure core system features, manage user access, set up templates and integrations, and customise metadata for your practice.

Tips for Users

  • Only users with the appropriate access level will see or be able to change these settings.

  • Always save changes and test any configuration updates before deploying them broadly.

  • Use the Overview section to monitor system health and settings at a glance.

Overview

A high-level summary of your current system configuration, including account status, usage limits, active modules, and a quick view of recent settings changes. This is the starting point for administrators to review the system setup at a glance.

Account

Manage your practice's account details. This may include:

  • Practice name, logo, and branding

  • Contact and billing information

  • Subscription plan and usage statistics

Rates Templates

Used to define rate structures for services, roles, or clients. In this section, you can:

  • Create and manage hourly or fixed-rate templates

  • Apply templates to assignments or projects

  • Customise rate rules per module or customer type

Modules

Control which functional areas of the system are active. You can:

  • Enable or disable modules like case management, timesheets, or invoicing

  • Adjust module-specific configurations

  • Streamline the user interface for simplicity

Access Management

Manage user roles, permissions, and invitations. This includes:

  • Creating custom roles with granular permissions

  • Granting or revoking access to features or data

  • Managing team member accounts and access scopes

Integrations

Connect your practice to third-party systems such as:

  • Accounting software (e.g., Xero, MYOB)

  • Document storage platforms (e.g., Dropbox, Google Drive)

  • Other industry-specific tools

This section typically allows API key setup, OAuth connections, and synchronisation settings.

Security Settings

Configure security policies to keep your data safe. This section includes:

  • Password policies

  • Two-factor authentication (2FA)

  • Session timeouts and login history

  • IP access restrictions (if applicable)

Metadata

Manage system-wide metadata values. These might include:

  • Case types

  • Task categories

  • Custom tags or classifications

Metadata ensures consistent data entry across modules and improves reporting accuracy.

Fields (# number of fields available)

Create and manage custom fields for different record types (e.g., customers, assignments, tasks). You can:

  • Add new field types (text, date, dropdown, etc.)

  • Assign fields to specific modules

  • Configure validation rules or visibility

The number in parentheses shows how many custom fields are currently defined.

Streams

Define or manage workflow streams—preconfigured paths for case handling, task routing, or approval processes. In this section, you can:

  • Set up default workflows

  • Link steps to status changes or user actions

  • Create stream templates for repeatable processes

PreviousDashboardNextSystem administration

Last updated