Using Quick Access & Quick Actions
Navigating Your Dashboard
Updated 8/26/20261 min read
Quick Access Applications jump you straight into a specific screen (like "Assign Vendor"); Quick Actions handle support tasks (Feedback, Complaint, Report Bug, Integration) from any dashboard.
Steps:
- On any module home screen, find the Quick Access Application panel.
- Click a card (e.g., "Live Auction") to open it directly.
- For support needs, use the Quick Actions panel on the right — pick Feedback, Complaint, Report Bug, or Integration.
- Fill the short form and submit — it routes to the right internal team.
FAQ
What's Quick Actions for?
Support requests — feedback, complaints, bugs, integrations.
Do all modules show the same Quick Actions?
Yes, consistently across modules.
Can I reorder Quick Access cards?
No, they're set by your role.
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