Accounts Page Interface
The Accounts Page lists the projects you can access. Its available tabs and actions depend on your account role; Owners and Managers have additional controls described in Owner & Manager View.
Hover or select a row in the map key to find that control on the screenshot. Click the screenshot to zoom in.
| Area | Control | What it does |
|---|---|---|
| A | Top Bar — navigation, help, and user settings | |
| A1 | Menu | Opens navigation, including recent projects. |
| A2 | Account name | Shows the account you’re viewing. |
| A3 | Help | Opens help and support links. |
| A4 | User menu | Opens your profile, preferences, and sign-out options. |
| B | Orange Bar — account details and tabs | |
| B1 | Projects tab | Shows the projects in this account. |
| C | Toolbar — actions for the project list | |
| C1 | Refresh | Reloads the project list. |
| C2 | Open | Opens the selected project. |
| C3 | Export | Exports the project list when available. |
| D | Projects Grid — project rows and columns | |
| D1 | Row Open button | Opens that project directly. |
| D2 | Grid | Select projects, filter columns, and inspect project details. |
Top Bar
Section titled “Top Bar”The dark header contains the navigation menu, your account name, the Ex-Online logo, Help, and your user menu. Within a project, the account and project appear as a breadcrumb. Use the menu or breadcrumb to navigate between projects.
| Control | What it does |
|---|---|
| Menu | Opens navigation, including recent projects. |
| Account name | Identifies the account you’re viewing. |
| Help | Opens help and other support links. |
| User menu | Opens profile, preferences, and sign-out options. |
Orange Bar
Section titled “Orange Bar”This bar shows account information, including your role and account expiry, and the Projects tab. Other account-level tabs can appear according to your permissions. See Owner & Manager View.
Toolbar
Section titled “Toolbar”The toolbar above the grid includes Refresh and Open. Select a project with its row checkbox, then choose Open in the toolbar. The toolbar may also show Export and other actions according to your permissions. You can also open a project directly with the Open button on its row.
Projects Grid
Section titled “Projects Grid”Each row represents a project. The left side of the row has a selection checkbox, an Open button, and a more-actions menu. Project columns include account name, project name, job number, description, and client information; scroll horizontally to see additional fields.
Use a column’s filter icon to narrow the grid. The column menu contains view options, and the pager at the bottom controls which rows are shown. See Filtering for details.
Once you open a project, you’ll reach the Project Dashboard. Follow Your First Inspection for a guided task using both screens.