Navigation

SBOS.AI uses a sidebar-based navigation layout with a top menu bar. This page explains the key navigation elements so you can quickly find what you need.

Main Layout

The application layout consists of three main areas:

1. Sidebar -- Primary navigation to all major sections
2. Top Bar -- Quick access menus, notifications, timers, and user settings
3. Content Area -- The main workspace where you view and interact with data

Sidebar Navigation

The sidebar provides access to all major sections of the platform. Click any item to navigate to that section.

Main Menu

The main menu contains links to the primary feature areas:

Staff portal sidebar (from code)

The staff (/user) sidebar is built from navLinks.ts (allUserLinks) in the SBOS.AI web client — repository path ALP/App/src/components/ui/layout/framework/navLinks.ts. Group titles and link titles below match that file (May 2026).

Group	Links (title → permission on menu row)
General	Dashboard; Emails → Email.View; Calendar → Calendar.View
CRM	Clients → Client.View; Contacts → Contact.View; Organisations → Organisation.View; Groups → Group.View
Matters	Matters → Matter.View; Matters Report → Matter.View; Offerings → Matter.View (route also uses Offering.View — see Offerings)
Workflows	Routines → Project.View; Projects → Project.View; Project tasks → Project.View; To Do → Project.View
Time & Invoices	Auto time entries → Matter.View; Time entries → Matter.View; Invoices → Invoice.View; Waiting approvals → Invoice.Approve; Ready to send → Invoice.Send
Registers	Mail register → MailRegister.View; Risk register → Risk.View; Incident log → IncidentLog.View; PPSR register → PPSRRegister.View; Asset register → Asset.Edit
Compliance	AML dashboard → ReleasePermission.Beta + CddProfile.View
Contracts	Contracts → Contract.View
Reports	Metabase reports → Metabase.View
Syntaq	Syntaq forms → Matter.View; Syntaq records → Matter.View
Support	Support tickets → SupportTicket.View; Wiki → Core.View; Help → external https://docs.sbos.ai/

Admin and System menus use allAdminLinks and allSystemLinks in the same file. Switch context by navigating to /admin or /system.

Top bar

The top bar contains several quick-access menus:

Notifications

View real-time notifications about updates, assignments, and system events.

Reminders

Access your active reminders and create new ones.

Timer

Start, pause, and manage your active time tracking timer directly from the top bar.

Email

Quick access to your synced email inbox.

Documents

Quick access to document-related actions.

Downloads

Access files available for download.

Page Layouts

SBOS.AI uses two primary page layouts:

Master-Detail Layout

Used for list-based views (e.g., contacts, matters). The left panel shows a list, and clicking an item opens its details in the right panel.

Detail Layout

Used for viewing and editing a single record with all its associated information.

Slide-Over Panels

Some actions open in a slide-over panel on the right side of the screen, allowing you to perform quick tasks without leaving the current page.

Staff Directory

The staff directory provides quick access to find and contact team members.

Creating Reminders

You can create reminders from various locations in the application to stay on top of important tasks and deadlines.

Feedback

Use the built-in feedback tools to report bugs or suggest improvements.