Dashboard Layout

The BFF interface has three main areas: the sidebar on the left, a top bar, and the main content area.

The Sidebar

At the top of the sidebar sits the company switcher — if you belong to multiple companies (or have Partner Portal access), use it to change context. Below it, Dashboard stands alone, followed by five collapsible groups. Items marked admin-only appear only for company admins:

GroupPages
OpsTasks, Schedules, Calendars, Schedule Templates (admin-only), Workflows
DocsPolicies, SOPs, Work Instructions, Training, Required Reading
TeamPeople, AI Agents, Agent Activity (admin-only), Time Off
SettingsConfigurations (admin-only), Roles (admin-only), Archive, Preferences
PingsNotifications, Alerts

A few orientation notes:

  • Docs is the controlled-document hub — all four tiers (Policy, SOP, Work Instruction, Training) plus Required Reading assignments live here
  • People is where you manage team members (humans and AI agents)
  • Pings is the home for notifications and Impact Cascade Alerts — a badge on Notifications shows your unread count
  • Roles manages Company Roles — job-title labels, not permissions

Platform Operators also see a Platform Admin link at the very bottom of the sidebar.

You can collapse the sidebar with the toggle arrow to gain screen space — collapsed items show their names on hover.

Partner Portal Mode

Partner Admins can switch the sidebar into Partner Portal mode via the switcher. It shows a flat list instead of groups: Overview, Companies, Team, Scheduling, Time Off, Referral, Commissions.

Top Bar

The top bar provides:

  • Global Search (⌘K) — search across the company from anywhere
  • Profile menu — your avatar, with access to preferences and sign out

Main Content Area

The central area displays the active page. Most pages include filtering, sorting, and quick-action buttons in a toolbar at the top.

Pro tip: Use ⌘K (Mac) or Ctrl+K (Windows) to open global search and jump anywhere instantly — it’s usually faster than expanding sidebar groups.