Skip to main content

Navigating the Dashboard

The Faciotech tenant dashboard is your central workspace — everything your team needs is one click away from a consistent, familiar layout.

Dashboard Layout​

The interface is divided into three main areas:

  • Left sidebar — primary navigation with access to all active modules and settings
  • Main content area — displays the active module, list, or detail view
  • Top bar — global search, notifications, and your account menu

The sidebar organises your modules into three sections:

  • Pinned Apps — up to 6 modules you have pinned for quick access (marked with 📌)
  • Recent — modules you have opened recently, automatically tracked per session
  • Apps — all remaining active modules, alphabetically listed

Click any module name to open it. A star (★) next to a module name means you have starred it for easier visibility.

At the bottom of the sidebar you find:

  • Team — manage users in your workspace
  • Settings — workspace settings (company info, timezone, currency, brand colour)
  • Domains — custom domain management
  • Customize Apps — reorder, pin, and star modules in the sidebar
tip

Use Customize Apps to drag modules into your preferred order and set your pinned apps (max 6). Keyboard shortcuts [ and ] collapse and expand the sidebar; ⌘⇧F focuses the search within the panel.

Operations Inbox​

The Operations Inbox is a unified workspace that surfaces tasks, pending approvals, and action items from all active modules in a single feed. Access it via the inbox icon in the sidebar or the top bar.

Use the inbox to:

  • Review and approve pending items without switching between modules
  • Track items assigned to you across the platform
  • Dismiss or snooze items to keep your queue clean

Press ⌘K (Mac) or Ctrl K (Windows/Linux) from anywhere in the platform to open the command palette — a quick-access launcher for creating new records and jumping to common pages.

For a full-text search across your data, click the Search icon in the top bar or navigate to /search. The search page finds records across all active modules — contacts, companies, deals, tickets, invoices, employees, and more — as soon as you type at least two characters. Results are shown by category, each limited to the top 10 matches.

Notifications​

The bell icon in the top bar shows your unread notification count. Click it to open the notification panel.

From the panel you can:

  • View a notification — click it to navigate directly to the related record
  • Mark as read — click the checkmark next to a single notification
  • Mark all as read — click Mark all read at the top of the panel to clear the count

Notifications are generated by module events such as new tickets, invoice payments, workflow triggers, and mentions.

Customising Your App List​

Click Customize Apps in the bottom of the sidebar to open the App Switcher customisation panel. From here you can:

  • Reorder modules — drag the ↑ ↓ arrows to change the order modules appear in the sidebar
  • Pin modules — click the pin icon (📌) to add a module to the Pinned Apps section (max 6)
  • Star modules — click the star (★) to mark a module as a favourite for quicker visual scanning

Your preferences are saved per user and persist across sessions.

See also: Activating Modules to understand how module availability is controlled by your plan.