Navigate BlueMatrix

Goal

Move confidently around the staff shell: section rail, sidebar, workspace tabs, and the top bar tools (workspace switcher, My Work, Help, locale).

Who it is for

Every signed-in staff user. What you see is filtered by permissions and enabled_modules from /me.

Preconditions

• You are signed in to the correct workspace.
• Optional modules you expect (CRM, POS, HR, …) are enabled and entitled for the tenant — otherwise those nav groups stay hidden.

Steps — shell layout

1. Left rail — section icons (for example Overview, Directory, Stock, Books, Trade, Admin, POS, CRM, HR). Select a section to change the sidebar list.
2. Sidebar — pages and create shortcuts for that section. Items require their permission (and optional module); missing access hides the item instead of opening a forbidden screen.
3. Workspace tabs — opening a page adds a tab. Close a tab, close others, or confirm when unsaved changes would be lost.
4. Top bar
   • Workspace switcher — current tenant name / short name; switch or (with tenant.manage) New workspace.
   • My Work — personal work queue (badge when items wait). Path /my-work. This is not Work Hub (/work-hub under CRM), the module-shortcut launcher.
   • Notifications.
   • Help menu: Help on this page opens a right-hand drawer (left in Arabic) with the article for this screen, plus Open in Help Center. Search Help Center and Open Help Center still open a new tab. “This page” uses the route meta.helpSlug when set (for example New workspace → get-started/onboarding), otherwise a module fallback, otherwise the get-started home.
   • POS till — compact ? (no bulky menu) opens the same drawer for apps/pos/run-sale (and KDS / kiosk variants).
   • Customer / supplier portal — the same three Help actions as staff, with portal article slugs.
   • Locale switcher — your UI language among tenant enabled_locales (PATCH /auth/locale).
   • Theme toggle and user menu → Sign out.

Organization shortcuts (admins)

Under the admin / organization area you typically find Members, Members setup, Tenant settings, Localization setup, Industry packs, Subscription, and New workspace — each gated by its own permission.

Result

You can open any page your role allows without guessing URLs. Help stays one click away for the current screen.

Hard stops

• Missing module → route middleware returns 422 (The :module module is not enabled for this tenant.) and the UI usually redirects to the dashboard.
• Missing permission → nav item hidden; direct navigation is blocked by the router guard.
• Read-only module after plan downgrade → mutating APIs return 422 (…read-only on your current plan…).

Related

• Sign in and invites
• First-week checklist
• Help home