Navigation Basics

Overview

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.

Before You Begin

Sign in to OneSuite.
Know which module or record you need to access.

Requirements

Workspace access.
Module permission for the area you want to open.

Step-by-Step Instructions

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.

Expected Result

You can move through OneSuite without relying on the WordPress admin menu.

Screenshots

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.

Tips & Best Practices

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.

Troubleshooting

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.

Workspace Overview
Mobile Workspace
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Last Updated: July 2026