Dokumentation

Dashboard & Navigation

Kapitel des EVISYS-Benutzerhandbuchs für den Mietbetrieb.

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Dashboard & Navigation

Purpose {#purpose}

The dashboard is your entry point after sign-in — key metrics, attention items, and quick access to urgent orders.

Navigation: Sidebar Dashboard/app

Dashboard overview {#dashboard-overview}

After sign-in you land on /app. You see:

  • Tenant name and count of active orders
  • KPI tiles with quick links
  • Needs attention list (when applicable)
  • Optional: First steps in your tenant box (until Got it)

Link to the full manual: /docs or avatar menu → User manual.

KPI tiles {#kpi-tiles}

Tile Meaning Target
Inquiries & quotes Orders in status Inquiry or Quote Orders pipeline
Confirmed & active Confirmed and Active Orders pipeline
Review logistics Orders with open logistics action Logistics board
Master data Customers, venues, crew, items Customers

Click a tile to continue working directly.

Needs attention {#needs-attention}

The list shows orders that need action, for example:

  • Logistics status To pack on a confirmed order
  • Clarification · missing parts after return
  • Overdue logistics steps

Each entry links directly to the order or logistics view.

Sidebar navigation {#sidebar-navigation}

The left sidebar contains all main areas. Visible entries depend on your permissions — see Organization & Permissions.

Organization (submenu) {#organization-submenu}

Under Organization you reach:

Entry Path
Master data /app/organization/stammdaten
Users /app/organization/access
Data & image import /app/organization/import
PDF & templates /app/organization/pdf
Partners & rental requests /app/organization/partners
Audit log /app/organization/audit
Privacy & export /app/organization/data-privacy

Header {#header}

Element Function
Global search Quick search across orders, customers, inventory — see Reports & Search
Notifications Bell → /app/notifications
Avatar menu Account, status, manual, sign out

Notification inbox {#notification-inbox}

Navigation: Bell or /app/notifications

System messages collect here:

  • Order status changed
  • Logistics progress
  • Workshop ticket assigned
  • Crew request answered
  • Inspection due

Notifications can be marked as read. Email/push settings: notifications.

First steps (welcome guide) {#first-steps-welcome-guide}

New users see a blue info box with a checklist:

  1. Bookmark the tenant URL
  2. Set a password (optional)
  3. Maintain master data
  4. Invite the team
  5. Set up 2FA (if required)

Got it hides the box permanently. The manual at /docs remains the detailed reference.


Last updated: July 2026