> For the complete documentation index, see [llms.txt](https://hub.equipme.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://hub.equipme.io/pro/getting-started/user-interface.md). # The user interface Layout of Equipme Pro: sidebar with all menu items, badges for open tasks, header with "Add", help and user menu, switching to the customer portal, tables and display settings. ## Layout * **Sidebar (left):** the main menu. The groups can be expanded and collapsed; Equipme Pro remembers their state. Numbers (badges) show open tasks. * **Header (top):** menu button or back arrow, your logo, "Add", "Help", user menu and language. * **Content area:** the current page. On detail pages, the back arrow at the top left takes you to the previous page. On a smartphone the sidebar collapses; open it via the menu icon ☰. ## The sidebar Which entries you see depends on your roles. Entries you have no permission for are hidden. | Menu group | Entries | Described under | | -------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------- | | **"Dashboard"** | – | [The dashboard](/pro/getting-started/dashboard.md) | | **"Sales"** | "Customers", "Order Inbox", "Billing" | [Customers](/pro/customers.md), [Order Inbox](/pro/sales/order-reception.md), [Billing](/pro/sales/billing.md) | | **"Portfolio Management"** | "Service portfolio", "Product master data", "Partner Connect" | [Portfolio Management](/pro/portfolio.md) | | **"Purchasing"** | "Order proposals", "Orders", "Financing agreements" | [Purchasing](/pro/procurement.md) | | **"Warehouse"** | "Goods receipt", "Warehouse", "Stock withdrawals", "Customer warehouses" | [Warehouse](/pro/warehouse.md) | | **"Fulfillment"** | "Open positions", "Picking", "Production", "Shipping", "Changes", "Pending activations", "Completed positions", "Cancellations" | [Fulfillment](/pro/fulfillment.md) | | **"Operations"** | "Service instances", "HR sync" (administrators) | [Operations](/pro/operations.md) | | **"Automation"** | depending on the enabled modules, e.g. "Integrations", "Workflows", "People Tasks", "Accounts", "Insights", "Files", "Tables"; without the automation module only "Learn more" | [Automation](/pro/automation.md) | | **"Administration"** | "Supplier Profile", "User", "Roles and rights", "Integrations", "Email notifications", "Customer Portal Settings" | [Administration](/pro/administration.md), [Customer portal (white label)](/pro/customers/customer-portal.md) | Notes: * "Picking", "Production" and "Shipping" only appear if you may process orders and your company uses a warehouse. * Your customers' Equipme Operate ticket system has no menu item in Pro (see [Ticket system (Equipme Operate)](/pro/operations/tickets.md)). * With **Lite access**, the sidebar only contains "Sales" → "Customers" (see [Business models and licenses](/pro/getting-started/business-models.md#full-pro-access-and-lite-access)). ### Badges Numbers on the menu items show how many tasks are waiting for you: | Menu item | The number shows | | ---------------- | ----------------------------------------------- | | "Order Inbox" | order positions that still need to be confirmed | | "Open positions" | open order positions in fulfillment | | "Changes" | open service changes | | "Cancellations" | open cancellations | ## The header | Element | Function | | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------- | | **☰ / back arrow** | Expand and collapse the sidebar, or go back to the previous page | | **Logo** | Takes you to your start page | | **"Add"** | Quick access: "New customer", "New user", "New service" (→ "Product" or "Service"). You may not use grayed-out entries. Not available with Lite access. | | **"Help"** | Opens the AI assistant that answers questions based on this guide | | **User menu** | "My profile", "My account", "Settings", "Info" (terms and conditions, privacy, legal notice), if applicable "Install PWA", "Log out" | | **Language** | Switch the interface language | ### User menu in detail * **"My profile"** opens your own user (see [Users](/pro/administration/users.md)). * **"My account"** opens account management for your password and sign-in details in a new tab. * **"Settings"** opens a dialog with: * **"Theme"**: "Light" or "Dark (beta)". Dark mode is only available in Equipme Pro, not in the customer portals. * **"Enable automatic logout"** * **"Info"** leads to the terms and conditions, the privacy notice and the legal notice stored under [Customer portal (white label)](/pro/customers/customer-portal.md#legal-notice). ## Switching to the customer portal Equipme Pro and the customer portal are separate applications. You switch into the portal of a Hosted customer like this: * in the customer list via the icon in the **"Portal"** column or the ⋮ menu → **"Open customer portal"**, * in the customer details via the **"Customer portal"** button. The portal opens in a **new tab**, signed in as you, in the customer's context. Equipme Pro stays open in the original tab. This requires a permission for this customer (see [Customer details](/pro/customers/customer-details.md#permitted-users)). Switching is not possible for end customers and partners. After you create a new customer, Equipme Pro also opens their portal automatically in a new tab. ## Tables All lists work the same way: * **Search:** search field above the table. * **Sort:** click the column header. * **Filter:** via the filter icon or the column menu, depending on the column with a value selection, yes/no, date range or conditions. * **Show and hide columns:** via the column icon. Some columns are hidden by default. * **Export:** via the export button as an Excel file, with the currently filtered and sorted rows. * **Right-click** on a row opens a context menu with the most important actions in many tables. Equipme Pro remembers column selection, filters and sorting per table. ## Frequently asked questions **I'm missing menu items that a colleague sees.** The sidebar only shows what your roles allow. Ask your administrator to check your roles under [Roles and permissions](/pro/administration/roles-and-permissions.md). **The "New customer" entry in the "Add" menu is grayed out.** You may not create customers. That is allowed for, e.g., "Administrator", "Account Manager", "Sales" and "Reseller". **Can I offer the dark theme to my customers too?** No. Dark mode is a beta feature for providers in Equipme Pro. Customer portals are always shown in light mode. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. 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