Skip to main content

Navigation & Sidebar

Atlas uses a collapsible sidebar on desktop and a bottom navigation bar on mobile. Every feature is accessible within two clicks from the sidebar.

Desktop Sidebar​

The sidebar is organised into three groups:

Overview​

ItemIconAccess
Dashboard📊All roles
Smart Inbox✉️All roles
Compliance Calendar📅All roles
AI Advisory✨All roles
Onboarding📋Principal, Accountant

Practice Management​

ItemIconAccessPermission
Entities👥Principal, Accountant, Clerkentities.view
Persons👤Principal, Accountant, Clerkentities.view
Compliance✅Principal, Accountantcompliance.view
Account Manager💼Principal, Accountantentities.view

Back Office​

ItemIconAccessPermission
Documents📄Principal, Accountant, Clerkdocuments.view
Time Tracking⏱️Principal, Accountant, Clerktime.view
Billing💰Principal, Accountantbilling.view
Contracts📝Principal, Accountantbilling.view
Reports📈Principalreports.view
Workflows🔄Principal, Accountantworkflows.view
Bank Statements🏦Principal, Accountantbilling.view
Settings⚙️Principalsettings.view
Collapsing Sections

Click the group header to collapse or expand a section. Atlas remembers your preference.

Mobile Navigation​

On mobile devices, Atlas switches to a bottom navigation bar with four tabs:

TabSection
🏠 HomeDashboard
✉️ InboxSmart Inbox
✅ TasksTask Module
👥 EntitiesEntity List

Tap the hamburger menu (☰) to open a full-screen drawer with all sidebar items.

Top Bar​

The top bar provides quick access to:

  • Practice name — your current practice context
  • Command Palette — press ⌘K or click the search icon
  • Notifications (🔔) — recent alerts
  • Profile menu — account settings and sign out

Keyboard Shortcuts​

ShortcutAction
⌘K / Ctrl+KOpen Command Palette
EscClose modals and drawers

Next Steps​