A tour of App space
Before you start
App spaceApp spaceThe user-facing side of Beezr where people open applications.Open glossary ↗ is where you do your daily work: open a list, read a record, approve a request. Every screen shares the same frame, so once you know it, you know where things are everywhere. This page walks through that frame.
What is the menu on the left?
Section titled “What is the menu on the left?”The dark menu lists what you can open in the current applicationApplicationA named menu of modules (grouped into sections) that people open in App space.Open glossary ↗. It starts with Home. Below it, your administrator has grouped the modulesModuleA table of business data (for example Customers) with fields, forms, views and automation.Open glossary ↗, for example Contracting or Purchasing. Click a group name to fold or unfold it. Click a module to open its list of records.
A module may also open as a custom page inside App space instead of a list. Your administrator chooses that when building the app.
The plus sign on the right of a module row opens a new-record form. You see it only for modules where you may create records. The arrow button at the top of the menu folds it to a narrow strip, so the list gets more room.
You only see modules you are allowed to see. If a colleague has a module you do not, ask your administrator.
What is in the top bar?
Section titled “What is in the top bar?”From left to right:
| Part | What it does |
|---|---|
| Application button | Shows the app you are in. Click it for Beezr Applications (your apps, with a tick on the active one) |
| Breadcrumbs | Show where you are, such as Contracting / Contracts. On a record they show the trail of records you came through |
| SANDBOX badge | Appears only when your workspace is a practice copy, so you know changes here are not live |
| Tasks | Opens your task inboxTask inboxThe App space page for tasks assigned to you or your team.Open glossary ↗ |
| Reports | Opens the reports library |
| Help icon | Opens a support ticket form |
| Bell | Opens your notificationsNotificationAn in-app message that can link to its related record.Open glossary ↗. A red dot means something is new |
| Avatar | Your account menu |
Click your avatar to see your name and email, Open Designer and Log Out. Click your name to open your profile, where you change your language or password. Open Designer is for people who build apps, and it opens in a new tab.
Some labels, such as Tasks and Reports, can be renamed for your workspace, so your screen may show different words.
What happens the first time I sign in?
Section titled “What happens the first time I sign in?”New users see a Welcome to Beezr window with a Show me around button. It starts a short guided tour of the screen. If you skip it, nothing is lost: everything the tour shows is on this page.
If you leave Beezr idle for a while, a prompt asks Are you there? so your session does not stay open on an empty screen.
What does the home page show?
Section titled “What does the home page show?”Home opens your dashboards. Use Your dashboards to pick one, or Find a dashboard to search. Cards load one at a time, so each card displays its result as it arrives.
How does the screen look on a phone?
Section titled “How does the screen look on a phone?”On a narrow screen, Beezr switches to a phone layout automatically. The menu on the left becomes a drawer, and a bar at the bottom holds four buttons.
The drawer lists your applications, quick actions and the module groups, and has Open Designer and Log Out. Lists show as cards, and the record page has the tabs Details, Notes and Attachments along the bottom.
Check yourself
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