Overview
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OneSuite navigation is organized around business modules such as CRM, Communications, Payments, POS, Workforce, and Administration. The options visible to each user depend on role, license, and enabled modules.
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Before You Begin
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- Sign in to OneSuite.
- Know which module or record you need to access.
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Requirements
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- Workspace access.
- Module permission for the area you want to open.
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Step-by-Step Instructions
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- Open the OneSuite workspace.
- Review the top or side navigation depending on your screen size.
- Select a module group such as CRM or Communications.
- Choose the page you need, such as Contacts, Companies, Deals, Email, POS, or Settings.
- Use breadcrumbs or back links when available to return to a previous area.
- On mobile, open the menu control to reveal navigation links.
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Expected Result
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You can move through OneSuite without relying on the WordPress admin menu.
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Screenshots
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Production screenshots are added only when captured from the current OneSuite release. This article is ready for screenshots, but does not use mockups or placeholder images.
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Tips & Best Practices
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- Keep navigation names consistent when training staff.
- Use direct workspace links for daily users.
- Remember that hidden links usually mean permission, license, or module access is restricted.
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Troubleshooting
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- Page is not visible: confirm your role, license status, and module access with an administrator.
- Changes do not save: check required fields, refresh the page, then try again.
- Unexpected WordPress screen: return to the OneSuite workspace URL and sign in again.
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Related Articles
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- Workspace Overview
- Mobile Workspace
- Search
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Last Updated: July 2026
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