How the navigation is organized
Modules, groups, sections and tiles — why the platform is arranged this way, and what to do when you cannot find something.
The navigation has four levels, and knowing which level you are looking at is most of knowing where you are.
Modules sit in the menu down the left side of the screen (the right side in Arabic): Dashboard, then each module your roles reach, each with its icon; the one you are in is highlighted in blue. Under them are two quick actions, AI Assistant and Raise a Ticket, and at the foot Settings (Personalize and My preferences), Help & Support, and your name and role, which opens your account menu and Sign out. The bar over the page keeps Find, the language, the company and unit, and what is waiting for your approval.
The three-line button at the top of the menu folds it to a narrow strip of icons, so the page gets the whole width; each icon still opens its module, and its name shows when you point at it. Press the three lines again to open the menu. The choice is remembered on that device. On a phone the menu is hidden and the three-line button in the bar opens it. Anybody who prefers the modules across the top can choose Across the top under Personalize.
On a module’s home, each section is a panel, and each screen in it a tile: its icon, a pill saying what it opens (Records, a Report, a Workspace or a View), its name, what it is for, and Open. On a phone the tiles sit two to a row, like an app’s home screen.
Find (Ctrl K) looks for places, and inside lists too: type a person’s name or email and it offers to find them in Users; type a screen name followed by a word ("items pump") and it offers to open that list already searched.
| Level | What it is | Where it appears |
|---|---|---|
| Module | A body of work with its own records — Accounting, Supply Chain, HRMS. | The menu down the side, or the tabs across the top if you chose that under Personalize. |
| Group | A handful of related sections, on the modules large enough to need the extra level. | The heavy headings on a module page. |
| Section | A shelf of screens that belong together — General Ledger, Banking, Payroll. | The headings above each block of tiles. |
| Screen | One list, report or workspace. | A tile, and an address of its own. |
Accounting carries 44 sections; a flat run of 44 headings is not readable, so its sections are gathered into six groups — Ledger, Working Capital, Revenue & Projects, Close & Compliance, Planning & Control and Reporting (eleven until 13 October 2026; see Where things moved). Smaller modules are left flat deliberately: a group level over four sections adds a click and explains nothing.
Reading a tile
- The icon in the top corner, in the module’s colour, says what kind of thing the screen holds — a document, people, stock, money, a calendar, a chart, a project, a device. It is chosen from the screen’s name, and no two tiles in one section share an icon — see Tiles, group tiles and the folded dashboard. This site shows the same icon beside every screen it describes.
- The name and a line or two on what the screen is for.
- The footer says whether the tile opens records you can work on or a report you read, and the arrow beside it points the way in.
- The pin in the opposite corner puts the screen on your dashboard.
A tile lifts slightly under the pointer and gives a little when pressed, so it is clear which one you are about to open. Tiles settle into place one after another as a page opens; if your device asks for reduced motion, they simply appear.
Why a screen might not be where you expect
- It belongs to another module. Cross-functional work is filed under the module that owns the records, not the one that started the process. A supplier invoice is Accounting even though the purchase order that led to it is Supply Chain.
- Your roles do not reach it. A screen you are not entitled to is not greyed out, it is absent — including its tile, its search result and its report cube.
- It is an administrator screen. Users, roles, credentials and connectors live under Platform, and are only drawn for somebody holding the admin role.
- It has no tile. A few screens are reached from the record they belong to rather than from a shelf. They still have an address, still appear in search, and are listed here under "Reachable by link" on their module page.
Saved views
A saved view remembers a list exactly as you left it: the search words, the filter conditions, the sort, the visible columns and, on a report, the whole arrangement of rows, columns and figures. A view can be private or shared with the company, and one of them can be the view that opens by default.
A saved view is somebody’s question written down. That is why the words typed into the search box are saved with it and not treated as a transient — reopening a view that has lost its search term answers a different question from the one that was saved.
Getting back
Screens that open from another screen remember where you came from and return you there, with the list still narrowed the way you left it. This matters most on drill-downs: a figure on a report opens the records behind it, and going back returns to the report as it was arranged, not to its default.