Find your way around the staff app
Learn where the main menu, search, help, notifications and your account menu sit, so you can reach any part of Oben quickly.
- Who can do this
- All staff
- Where in Oben
/
Every staff page shares the same frame: the section menu on the left, and a top bar with search, help, notifications and your account.
Steps
- Use the menu on the left to change section. Care holds Dashboard, Schedule, Clients and Prescriptions. Business holds Payments, Connect, Marketing, Media and Insights. Workspace holds Team and Automations. Settings sits at the bottom.
- On a smaller screen, select Menu at the top left to open the same list.
- To find a client or a task, click the search box at the top (it says Search clients and tasks…), or press ⌘K. Type a few letters and choose a result.
- Select the question mark for help with the screen you are on: ask a question under Ask Oben, or open an article for that screen. Contact Oben support and My requests are in the same menu. Then select the bell to see unread notifications. See Use the notifications bell.
- Select your name chip at the top right to open the account menu. Choose My profile to update your photo, or Sign out when you are done.
Good to know
- You only see the sections your access role allows, so your menu may be shorter than a colleague's.
- A red number next to Team or Connect counts unread chat or unread conversations. The phone tabs Team and Inbox show the same counts.
- The full workspace is built for screens 1280 pixels wide or more. On a phone, the companion covers Today, Schedule, Approvals, Inbox and Team, with help and the bell at the top.