====== Dashboard ======
**Section:** Home\\
**Updated:** 2026-05-05

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===== 1) Overview =====

The Dashboard is the first screen you see after logging in. It shows a personal selection of up to four **widgets** that summarise key information across your modules — open invoices, recent leads, upcoming tasks, and similar at-a-glance data.

Each user can configure which widgets appear on their Dashboard. The widgets load automatically and refresh when you navigate back to the home screen.

> **[[ SCREENSHOT: Full Dashboard — showing four widgets, sidebar navigation open on the left, top navigation bar with user avatar and notifications bell ]]**

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===== 2) Navigation =====

==== Sidebar ====

The sidebar on the left-hand side contains all module links, grouped by area:

  * **Communications** — Missed calls and AI receptionist messages
  * **Master Data** — Partners and tenants
  * **CRM** — Leads and contracts
  * **Financial Instruments** — Securities and subscriptions
  * **Document Management** — Document search, upload queue, and DMS
  * **Finance** — Invoices, payments, vouchers, reports, and banking
  * **Admin** — User management, permissions, and system settings

Click any section header to expand it, then click a menu item to navigate.

> **[[ SCREENSHOT: Sidebar navigation fully expanded, showing all menu sections and sub-items ]]**

==== Top Navigation Bar ====

The top bar contains:

  * **Hamburger icon** (left) — collapse or expand the sidebar
  * **Module title** (centre) — name of the current page
  * **Notifications bell** (right) — opens the notification panel; red badge shows unread count
  * **User avatar / initials** (right) — opens the user menu (profile, logout)

> **[[ SCREENSHOT: Top navigation bar close-up — notifications bell with badge, user avatar menu open ]]**

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===== 3) Dashboard Widgets =====

Widgets are small panels that show a live summary of one module. Up to **four widgets** can be displayed at the same time.

> **[[ SCREENSHOT: Example of a single widget — e.g. "Open Invoices" showing count and total amount ]]**

==== Configuring Your Widgets ====

  - Click your **user avatar** in the top-right corner.
  - Select **"Dashboard Settings"** (or equivalent menu item).
  - Choose up to four widgets from the available list.
  - Save — the dashboard reloads with the new selection.

If no widgets are configured the system falls back to the first four widgets your account has permission to see.

> **[[ SCREENSHOT: Widget configuration panel — list of available widgets with checkboxes or drag handles ]]**

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===== 4) Notifications =====

Push notifications appear in the bell panel in the top navigation bar. New notifications are delivered without a page reload (the counter refreshes every 60 seconds).

  * **Normal notifications** — shown in the panel; can be dismissed individually.
  * **Important notifications** — highlighted in red; require explicit confirmation before they can be dismissed.

> **[[ SCREENSHOT: Notification panel open — list of notifications, one highlighted red as "important", dismiss button visible ]]**

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===== 5) Logging Out =====

  - Click your **user avatar** in the top-right corner.
  - Select **"Logout"**.
  - You are returned to the login screen. Your session token is invalidated immediately.

> **[[ SCREENSHOT: User avatar menu open — "Logout" option highlighted ]]**