Users

Navigate the workspace and complete everyday communication, files, Finance, HR, Store, Events, and Booking work.

UsersStart here10 min read

Navigate your workspace and queues

Use the app rail, module navigation, Dashboard, notifications, and status history to find work without creating duplicates.

Who can do this

Any organization member

Primary route

/dashboard

Last verified

4 August 2026

02

Start from attention and assigned queues

Open the underlying record before acting. Counts and cards are navigation aids, not sufficient evidence for approval.

  1. Review Needs attention on Dashboard.
  2. Open the relevant Finance Review, HR Review, Compliance, Approval, or Task Board record.
  3. Read its status, owner, source, attachments, and history.
  4. Use the supported action on the existing record instead of creating a duplicate.

03

Follow status and history

Draft, submitted, returned, approved, posted, paid, and filed are different states. Confirm the state that represents actual completion for the workflow.

04

Leave an attributable audit trail

Use your own account and add a concise reason when returning, rejecting, correcting, or overriding a proposal.

Troubleshooting

  • A count does not match a queue: reload, verify filters and organization, then report the record IDs involved.
  • A direct link redirects away: the module is unavailable or your role lacks access.
  • The page keeps showing stale data: confirm the Syncing indicator settles, then reload once.