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Help Center/CRM/Getting started/Menus & navigation

Menus & navigation

Everything in the CRM is reached from the left-hand sidebar. It groups related modules together, expands into sub-menus, and only shows the items your role is allowed to see. This page maps out the whole menu so you know where each feature lives.

How the sidebar works

Top-level entries with a chevron expand into sub-menus (accordion style — opening one closes the others). Single entries like Dashboard and Customers link straight to a page. The chevron button in the header collapses the sidebar to icons only to save space; while collapsed, hovering an icon shows a fly-out popover of its sub-items. Your logout button and the CRM version sit at the bottom.

Note: Menus are permission-driven. An item (or a whole group) only appears if your role has view access to that module, and reseller accounts see a reduced set — so your sidebar may be shorter than what's listed here.

Core operations

These are the everyday modules. Dashboard is your overview. Customers opens the subscriber list. Finance holds Invoices, Payments, Unverified Payments and Billing Agent Customers. Tickets covers the support Dashboard and Jobs board. Where enabled, an AI assistant sits at the very top and Notifications (Dashboard, Send Notifications, Event Notifications, History) handles customer messaging.

Network, tariffs & sales

Network is the technical hub — NAS Devices, IPTV Servers, VoIP Servers, Syslogs, IP Pools, Online Users, Accounting and Topology. Tariffs is where you build sellable plans: Internet Packages, One Time Fees, IPTV Plans, VoIP Plans and Bundle Plans. Hotspot (Overview, Profiles, Cards, Reports, Print) runs prepaid vouchers, Inventory tracks assets and stock, Resellers manages downstream partners (Resellers, Pricing, Reports), Voice handles VoIP prefixes and CDRs, and Reports gathers financial and customer analytics.

Administration & configuration

The last two groups are for setup. Administration contains Administrators, Roles, Partners, Locations, API Keys, Logs, Auto-generated Invoices, Information and Import/Export Data. Configuration holds System, Display, Tax Rates, Email Settings, WhatsApp, Payment Gateways and the networking settings (Radius, MikroTik API, NMS). Staff accounts and their permissions are managed under Administration > Administrators & roles.

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