Owner & Manager View

Owner & Manager only

This page describes the Accounts Page as seen by Owners and Managers. For the standard Member view, see Accounts Page Interface.

Owners and Managers see additional tabs, toolbar buttons, and account-level controls below the Top Bar that are not visible to Members.

Tip

Hover a row in the table to highlight the matching area on the screenshot. Click the image to zoom in.

	Element	Description
A	Top Bar — global navigation, help, and user settings (same for all users)
A1	Hamburger menu	Lists recent projects for quick access.
A2	Ex-Online logo	Click to return to the Accounts Page from anywhere.
A3	Scheduled Jobs	Opens the Scheduled Jobs page for background tasks.
A4	Help	Opens help, tutorials, and downloads.
A5	User Menu	Profile, preferences, and log out.
A6	Current User	Shows who is currently signed in.
B	Orange Bar — account selector, expiry/role info, and navigation tabs
B1	Account selector	Switch between accounts you belong to.
B2	Expiry	Account expiry date (Owners/Managers only).
B3	Role	Your current role on this account (Owners/Managers only).
B4	PROJECTS tab	Lists all projects in the account (default view).
B5	MANAGERS tab	Lists Owners and Managers. See Managers.
B6	MEMBERS tab	Lists all users with project access. See Members.
B7	EVENTS tab	Account-level activity log. See Events.
C	Toolbar — project management buttons (additional buttons for Owners/Managers)
C1	Open	Opens the selected project in the Project Dashboard.
C2	+ New	Creates a new project. See Creating a Project.
C3	Delete	Deletes the selected project (requires confirmation).
C4	Export	Downloads the selected project as an import package. See Exporting Data.
C5	Account Resources	Opens shared documents and associated equipment. See Account Resources.
D	Project Grid — lists all projects with summary columns and filtering
D1	Green circle icon	Opens the Project Info Panel (details, users, events).
D2	Project grid	Lists every project with summary columns. Owners/Managers see all projects; Members see only assigned projects.

Top Bar

The dark header bar runs across the top of every screen in Tag Browser (zone A in the map above). It is identical for all user roles.

Element	Description
Hamburger menu	Opens the Recent Projects panel for quick navigation.
Ex-Online logo	Returns you to the Accounts Page from anywhere.
Scheduled Jobs	Opens the Scheduled Jobs page for background tasks.
Help dropdown	Help — opens this documentation site Tutorials — video walkthroughs (external link) Downloads — import templates (see Import Package Format)
User Menu dropdown	Profile — edit your name, phone, and password; view active sessions and log out all sessions Preferences — choose whether to skip the Accounts Page and go straight to your last project on login Log Out — end your session
Current User	Shows who is currently signed in.

Orange Bar

The orange bar (zone B) contains the Account selector dropdown, account metadata (Expiry and Role — visible only to Owners and Managers), and navigation tabs.

Members see only the PROJECTS tab. Owners and Managers see three additional tabs:

Tab	Description
PROJECTS	Displays all projects in the account as a grid with summary columns.
MANAGERS	Lists all Owners and Managers in the account with controls for adding or removing them. See Managers.
MEMBERS	Shows every user who has access to at least one project, along with their account role. See Members.
EVENTS	Account-level activity log recording role changes, user additions, and user removals. See Events.

Toolbar

Members see only the Open button. Owners and Managers see additional buttons (zone C):

Button	Description
Open	Opens the selected project in the Project Dashboard.
+ New	Opens a dialog for entering a project name. The new project appears immediately, and all users from the Managers tab are automatically included. See Creating a Project.
Delete	Removes the selected project. A confirmation dialog requires typing the project name before deletion proceeds.
Export	Downloads the selected project’s data as an import package (.zip) that can be re-imported into any account. See Exporting Data.
Account Resources	Opens the Account Resources view — documents and associated equipment shared across all projects in the account.

Caution

Project deletion is permanent. Create a backup before deleting if you may need the data later.

Project Grid

The main table (zone D) lists every project with the following columns. Each column is sortable by clicking its header and filterable via the Filter icon next to the column name. See Filtering and Sorting for filter types, Filter Bar behavior, and sort options.

Column	Description
Account	The account the project belongs to
Job No.	The assigned job number
Project Name	The name of the project
Description	Project description
Client	Client name
Defects	Count of open defects
Actions	Count of open actions
Users	Number of users with project access
Items	Combined total of equipment and associated equipment in the project

Owners and Managers see all projects in the account. Members see only projects they have been explicitly assigned to.

Each project row has a green circle icon on the left (zone D1). Click it to open the Project Info Panel — a read-only overlay with INFO, USERS, and EVENTS tabs. The icon turns gray while its panel is open.

Related Topics

• Accounts Page Interface — Standard Member view
• Filtering and Sorting — Filter types, Filter Bar, column filters, and sorting
• Project Dashboard Interface — Dashboard layout and tabs
• User Permissions — Detailed permission reference