Finding your way around the portal

The portal’s sidebar has up to eight tabs: Dashboard, Evidence, Properties, Jobs, Schedule, Repair rates, Contractors and Settings. Which of them you see, and every address bar URL underneath them, follows a small number of consistent rules.

What it is

Every tab lives at its own address — /dashboard, /evidence, /properties, /work-orders, /schedule, /rates, /contractors, /integrations (Settings) — and opening a specific record adds its id, for example /evidence/<id> or /work-orders/<id>. These are real, bookmarkable, shareable URLs: refreshing the page or pasting a link to a colleague lands on exactly the same record, not just the tab. Properties and Contractors only appear for a landlord organisation — a contractor organisation never sees either. Beyond that, every tab is gated by your own permission level for its module: None hides the tab entirely, anything from View upward shows it.

How to do it

1. Use the sidebar to move between tabs — your current one is highlighted.
2. To share a specific record with a colleague, use the row’s copy link action (where available) or simply copy the address bar’s URL — it will open directly to that record for anyone with access.
3. Use your browser’s back and forward buttons freely — they move between your recent views, including opening and closing a record’s detail drawer.
4. If you belong to more than one organisation, switch between them from the sidebar’s organisation selector — the tabs and everything in them refresh for the organisation you land on.

How it integrates

Tab visibility is resolved from your live, server-checked permission levels every time the portal loads — never cached client-side in a way that could show you a tab you’ve since lost access to. A legacy /members link still works: it redirects to Settings’ Members & seats section, since Members moved from its own tab into Settings. Settings itself is one tab covering many sections (see The Settings hub) — which of those you can open follows the same per-module permission model, one level deeper.

Common problems

• A tab I expect to see is missing entirely. Either your organisation’s kind doesn’t carry it (Properties/Contractors are landlord-only), or your permission level for that module is None — see The eight roles, and what each can do and Granular permissions.
• I can see a tab but not everything inside it. Some actions inside a tab need a higher level than simply viewing it — for example, importing properties needs Edit-level access, not just View.
• A link a colleague sent me 404s or lands somewhere unexpected. Confirm you’re signed in to the right organisation if you belong to more than one — the same record id only resolves inside its own organisation.