Navigation
🔻 Footer Bar
Last Updated: September 7, 2025The footer bar is your central navigation hub at the bottom of the screen. It displays tabs that indicate your current location and lets you add new tabs for quick access to frequently used sections, keeping navigation fast and intuitive. The SmartSaaS logo acts as a toggle to switch messaging between organisation members and customers,...
📂💬 Messaging
Last Updated: September 7, 2025Communicate seamlessly with team members and clients through a fast, intuitive messaging system. Drag and drop data models, files, and attachments directly into conversations to share information quickly and efficiently. The SmartSaaS logo in the footer bar acts as a single toggle to switch messaging between organisation members and customers, helping you focus conversations on...
☰ Menu
Last Updated: September 6, 2025SmartSaaS features an adaptive, interactive menu designed to match your role and responsibilities, ensuring a streamlined and efficient user experience. The menu dynamically adjusts based on your job role, so you only see the options relevant to your work, avoiding clutter or overwhelm. Available menu types include Management, Admin/Ops, Customer Service, Accounting and Finance, Inventory,...
🤖 AI Panel
Last Updated: September 6, 2025The AI Panel is your built-in help companion, designed to guide you through SmartSaaS and support you whenever you need it. It helps you learn how to use the platform, explore features step by step, and access guidance in real time without leaving your workspace. When you need support, simply ask. Whether you’re building content...
📋 Context Panel
Last Updated: September 6, 2025The SmartSaaS Context Panel appears on the right side of your screen and adapts dynamically to the page you are working on. It provides extra options, actions, and relevant details, ensuring you always have the right tools at the right time. Whether you’re managing projects, updating records, or reviewing analytics, the Context Panel enhances your...
🧭 Header Bar
Last Updated: September 6, 2025The SmartSaaS Header Bar provides quick access to all the tools and settings you need in one place. Search your workspace, check notifications, join the SmartSaaS community, switch between light and dark themes, send feedback, change language settings, access documentation, reach support, and manage your profile settings effortlessly. It also allows you to switch between...