Navigation Basics

Oro application provides a broad set of navigation tools that allow you to access necessary information and tools easily. The system helps ensure that frequent actions can be performed with minimal effort by keeping the required information at hand. This means no important updates are missed.

This section provides an overview of the navigation elements in the Oro application.

The Menu Bar

The menu bar is the main mode of accessing data in the Oro application, and is always displayed on every page. Subject to your organization configuration, it may be displayed as follows:

To view the subitems, click the corresponding menu section.

In the mobile version, the menu bar can be accessed via the “hamburger” button next to the organization name:

The list of menu items that are available to you depends on your access and permission settings, as defined in your organization.

Hover the cursor over a menu item to expand the drop-down menu with see the second-level items. Click on them to access any corresponding pages or grids.

Navigation Tools

At the very top of the page, there is a navigation panel that contains different navigation tools, as shown below.

#	Item	Description	Related Document
1	Organization Selector	Switch between organizations when working in the multi-organization environment.	Working with Multiple Organizations section of the Company Structure and Organization Selector guide
2	Shortcuts	Quickly perform the most common actions from anywhere in the system.	Shortcuts
3	Search	Find a specific record details.	Search
4	Pinned pages	Open pages preserved in the state they were pinned in.	Pinbar
5	User menu	Access your user profile, calendar, mailbox, and task list. Log out of the system.	User Menu
6	My Emails	See if you have new and unread emails. Quickly read and reply to the most recent emails. The envelop icon reflects the current state of your mailbox - from the menu under it, you can get to the My Emails page, read and reply any of the most recent five emails, and mark all the emails as read.
7	Hamburger menu	Access your recently opened pages favorite pages most viewed pages	Extended Menu
8	Help Icon	Access the corresponding section you are currently viewing in the Oro documentation
9	Sidebar panel	Hosts widgets that provide fast and convenient access to constantly needed information, such as recent emails or task lists.	Sidebar Pannel

This way, users can easily access, store, and organize any and all information required to manage customer relations in the most efficient way.