BizCortex documentation

Finding your way: header, apps and sidebar

The parts of the screen: app switcher, breadcrumbs, header buttons, sidebar and app overview pages.

BizCortex is organised in apps. Each app (for example Finance, Sales or People) has its own short sidebar, so you only see the pages that belong together. Home shows all apps as tiles.

The header at the top is the same on every page. The sidebar on the left changes with the app you are in.

Finding your way: header, apps and sidebar
Screenshot of this screen

Who can use this

  • Everyone

Steps

  1. 1. Switch apps with the grid icon

    The grid icon at the top left opens a small panel with all apps you may open. The current app is highlighted. Click an app to open it.

  2. 2. Read the breadcrumbs

    Next to the grid icon you see where you are, for example the app and the page. Click a part of the breadcrumbs to go back up.

  3. 3. Use the header buttons

    On the right you find, depending on your packages and role: the search ("Search …"), the Brain button, a timer, approval badges, the notifications bell and your user menu.

  4. 4. Use the sidebar

    The sidebar shows the name of the current app and its pages, grouped in sections such as Overview, Finance or Settings. Hover a page to see a short description. Click the star next to a page to make it a favourite.

  5. 5. Open the app overview

    Click the app name at the top of the sidebar to open the app overview. It shows every area of the app as a card with a one line explanation, its sub pages and the common tasks of the app.

  6. 6. Collapse the sidebar

    Click the panel button at the bottom of the sidebar ("Collapse sidebar") to reduce it to an icon rail. Click it again ("Expand sidebar") to open it. Your choice is remembered in this browser.

Fields and options

Common tasks

On an app overview page, up to eight buttons for frequent actions, such as creating an invoice.

Areas

Cards for each area of the app. Each card lists up to five sub pages; more are shown as "+N more pages".

For specialists

In the simple view, specialist areas are listed separately at the end of the overview with the button "Show all functions in the sidebar".

Tips

  • On a phone or small screen, the sidebar is replaced by a menu button at the top left.
  • If you open an app that is not available to you, the overview shows "This app is not enabled for you." with a button "Back to home".

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