Sign-in and navigation
Open /app and complete the application's sign-in flow if needed. The workspace
chooser groups accessible businesses under their Group. Each Group overview and
business link is a distinct destination. A business whose Group is not visible
remains directly reachable under Other businesses; that does not reveal its
siblings. Empty Groups may remain visible to authorised Group users.
- Choose the business you intend to work in.
- Confirm the current context in the sidebar/header before opening a record or changing settings.
- Use the labelled sidebar, work-area navigation or context switcher to move through the available areas. Context-switcher search preserves Group/business nesting and distinguishes identically named businesses.
- On the business home, use an available work-area card or follow an access request/module enquiry on a locked card. A locked card does not grant entry or load protected module content.
- Use My Work and Tasks for authorised cross-module attention; follow the item into its owning work area to complete the source action.
Workspace links include the legal entity's slug. Entry from a Group can preserve Group navigation provenance without widening business access. A pending lookup shows loading; a missing or inaccessible business resolves to an unavailable state and a way back to authorised workspaces. Do not keep retrying a denied deep link as if it were a loading screen.
The header's Appearance menu selects System, Light or Dark. Its search combines available navigation with permission-scoped source results (source search starts at two characters). Command/Ctrl+K or / outside a text field focuses search; arrow keys select results, Enter opens one and Escape clears/closes it. The narrow layout opens search from its trigger. The bell opens My Work where available, and the Assistant button opens its work area. Account controls expose the signed-in account and sign-out; desktop applies its pending-work guard to signing out.
Legacy
paths such as /events, /bookings and /team are compatibility entry points;
canonical business links carry /app/{orgSlug}. Query-selected sections are
subscreens, not necessarily separate page files.
Group workspace
/portfolio/{groupSlug} provides an authorised Group overview, business links,
cross-business intelligence, exceptions/comparisons and policy candidates.
Related screens manage legal entities, Sites, People, Contracts, access,
Group Loyalty, email, embeds and Group identity.
The Sites view is an aggregate launchpad: open a Site or Space to enter its owning business's Places workspace. Group settings edit name, URL slug and logo. Linking or detaching a legal entity is a governed ownership/access change; ordinary Group reporting does not perform it. A Group can publish a policy candidate with a metric, threshold and explanation. Each organisation separately reviews it, records a local reason and activates its own copy. Later local threshold edits or pause/reactivation do not silently rewrite the original candidate or other organisations.