A quick tour
Once your workspace is created you land on the Dashboard. Everything else is in the sidebar, and what you see there depends on your role.
The sidebar
| Page | What it holds |
|---|---|
| Dashboard | Your home page: numbers, charts and lists, arranged for your role |
| Dashboard Config | Design the home page for each role |
| Projects | Split your work, and attach modules to each project |
| Modules | Module templates: their fields, stages and buttons |
| Workflows | The steps behind each custom button |
| Roles & Permissions | Roles, what each one sees, and the people on your team |
| Marketplace | Plugins you rent when you need them |
| Billing | Your plan, its limits and what you have used |
| Settings | Workspace settings |
| Support | Support tickets with the Qubisaas team |
The dashboard
The home page is not fixed: each role has its own. It is built from widgets that read your modules — a record count, the sum of deal values, a chart by stage, a list of the latest records, a bar towards a target.
If a widget uses a field your role may not see, the widget still appears, with a line saying the data is hidden from you instead of a number.
How these pages are designed: design a dashboard.
The top bar
- Notifications: a bell with what concerns you, and "Mark all as read"
- User Profile: your name and details
- Language: switch between Arabic and English, for your account only
- Log out
The current project
Most pages work inside a project: modules are attached to projects, and records live in a module inside a project. So any tour starts at projects.