Getting Started & Core UI

Note: What you see depends on your role and on which modules your company has turned on. If a section named below isn't in your sidebar, either your company hasn't enabled it or your role doesn't include it. That's expected — see Roles at a glance.

#Signing in

Where to find it: Your company has its own web address — a subdomain like yourco.apixonn.com. Always start there. The sign-in page automatically shows your company's logo and colors, so you'll know you're in the right place.

What you can do here

Sign in with your work email and password.
Stay signed in on a trusted device with Remember me.
Switch the page language between English and Arabic before you even log in.

How to sign in

Open your company's web address (for example, yourco.apixonn.com).
In the Email field, type your work email.
In the Password field, type your password.
(Optional) Tick Remember me if you're on your own device.
Select Sign In.

If your details are correct, you land on the Dashboard. If not, you'll see a short red message at the top of the form — check for typos and try again.

Field guide

Field	What it means	Notes
Email	Your work email address	Same address your admin used to invite you.
Password	Your personal password	Case-sensitive.
Remember me	Keeps you signed in on this device	Leave unticked on shared or public computers.
Forgot password?	Starts a password reset	Contact your company admin if the link isn't set up yet.

Tip: Bookmark your company's exact web address. Signing in at the wrong subdomain won't find your account — each company has its own separate front door.

Note: Creating accounts and resetting passwords are handled by your company administrator. If you can't get in, contact your Admin or HR Manager rather than trying to register a new account.

Screenshot

The sign-in screen showing the email and password fields on the left with the company logo, and a colored gradient panel with the large company logo on the right

#The top bar

Where to find it: Runs across the top of every screen once you're signed in.

What you can do here

Collapse or expand the sidebar to make more room.
See the name of the screen you're on.
Check for new notifications at a glance.
See your current role (seat).

The parts, left to right

Element	What it does
Menu button (three lines)	Collapses the left sidebar to icons only, or expands it back. Great on smaller screens.
Page title	Shows the name of the screen you're currently viewing.
Notifications bell	Opens your alerts. A small red dot appears when you have unread notifications.
Seat indicator	A colored pill showing your role or access level (for example, "HR Manager"). This is your "seat" — it tells you what you're allowed to do.

Note: Your profile and the Sign Out button live at the bottom of the left sidebar, not in the top bar. See Signing out.

Screenshot

The top bar showing the menu toggle, the current page title on the left, and the notifications bell plus the colored role pill on the right

Where to find it: Down the left side of every screen. This is how you move between areas of the app.

What's in the sidebar, top to bottom

Company logo & plan — your company's branding and current plan.
Language switcher — toggles English ⇄ Arabic.
Company switcher — appears only if your account covers more than one company or branch.
Navigation menu — the sections listed below. Sections with a small arrow expand to reveal sub-items; select the arrow (or the section name) to open them.
Your profile & Sign Out — pinned to the bottom.

Selecting a section that has sub-items expands it in place. Your current location is highlighted, and the parent section auto-expands so you always know where you are.

Section	What lives under it
Dashboard	Your home overview with company-wide KPIs and health widgets.
Projects	The full project list and each project's details, milestones, and risks.
Resources	Allocations, Timesheets, Demands, ORF & Hiring, Capacity Planning, HR Requests, Document Requests.
HR	Employees, Contracts, Grades, Leaves, Attendance, Performance, Benefits, Skills, Departments, Positions, Job Titles, Org Chart, Doc Templates, Signatures.
Finance	Invoices, Receipts, Journals, Inventory, GL Accounts, AR Clients, AP Suppliers, Account Mappings, Fiscal Years, Bills, Purchase Orders, Bank Accounts, Bank Reconciliation, Expenses, Budgets, Fixed Assets, Credit Notes, Vendors, Tax Rates, Debit Notes.
Payroll	Cycles, Payslips, Loans, Tax Brackets, End of Service.
Clients	Client List, Opportunities, SOWs, Contacts.
Reports	Dashboards, Financial, Financial Statements, Resources, HR Analytics, Project Analytics, Compliance.
Workflow Inbox	Items waiting for your approval or action (shows a count badge).
Notifications	Inbox (your alerts) and Preferences (how you want to be notified).
Settings	Company, Branding, Branches, Companies · Access Control: Users & Roles, Delegations, Audit Logs · System: Workflows, System Config, Billing.

Tip: Use the menu button in the top bar to collapse the sidebar to icons when you want a wider working area. Hover over an icon to see its name.

Note: Some items may show a small colored dot indicating they're still being finished. If an item you expect is missing entirely, it's because of your role or your company's enabled modules — not a bug.

Screenshot

The expanded left sidebar showing the company logo at top, language and company switchers, and the full list of navigation sections with HR expanded

#The Company Switcher

Where to find it: Near the top of the left sidebar — but only if your account spans more than one company or branch (for example, "HQ" and "QA"). If you belong to a single company, the switcher is hidden.

What you can do here

See which company you're currently working in.
Jump to another company or branch you have access to.

How to switch companies

In the sidebar, select the company button (it shows the current company's name and short code).
In the dropdown, review the list — each entry shows the company name, its short code, and its currency and time zone.
Select the company you want to move to.
Wait a moment while the page reloads with that company's data. A confirmation appears when the switch completes.

What changes when you switch

Everything on screen re-scopes to the company you selected. Your projects, employees, invoices, payslips, reports, and dashboards all reflect the new company. Amounts appear in that company's currency, and dates follow its time zone. Your login stays the same — you're not signing in again, just changing which company's books you're looking at.

Field guide

Item	What it means	Notes
Company name	The company or branch you're viewing	Highlighted with a check mark when it's the active one.
Short code	A 2-letter tag (e.g. "HQ", "QA")	Used as a compact label in the collapsed sidebar.
Currency · Time zone	The company's money and clock settings	These drive how amounts and dates display.

Tip: Always glance at the company button before creating or approving anything, especially invoices and payroll. It's easy to act in the wrong company if you switch often.

Note: The switcher only lists companies you've been granted access to. To be added to another company, ask your Admin or Super Admin.

Screenshot

The company switcher dropdown open, listing HQ and QA with codes, currency and timezone, and a check mark on the active company

#The Dashboard (home)

Where to find it: Dashboard — the first item in the sidebar. It's also where you land right after signing in.

What you can do here

Get a one-glance read on the health of the whole company.
Jump straight into any area that needs attention.
Refresh the numbers on demand.

The cards and widgets

Widget	What it shows
KPI cards (top row)	Monthly Revenue, Active Projects, Utilization Rate, Headcount, and Open Demands. Colors turn orange when something needs attention.
Financial Health	Revenue, costs, and gross margin, with a bar showing progress toward your margin target.
Resource Utilization	Overall utilization rate plus how many people are allocated, on the bench, and total billable hours.
Project Health	A count of projects that are On Track (green), At Risk (yellow), and Critical (red), with the top few projects listed.
Burn Rate	Spending versus budget over the last several months, flagged when you're over 90% or 100%.
Growth Trends	A month-by-month table of revenue, projects, headcount, and month-over-month growth.
Upcoming Milestones	Milestones due soon, with days remaining (or an "overdue" flag).
Risk Summary	Open risks by severity (High, Medium, Low) with the highest-scoring risks listed.

Most widgets have a View details link that takes you to the full screen for that area. Selecting a project or milestone jumps straight to it.

How to refresh the dashboard

Select Refresh in the top-right of the dashboard.
The cards reload with the latest numbers.

Note: The exact widgets you see depend on your role and enabled modules. A project manager and a finance manager won't see identical dashboards.

Screenshot

The executive dashboard with five KPI cards across the top and Financial Health, Resource Utilization, and Project Health cards below

#General conventions

These patterns repeat across nearly every screen, so learning them once pays off everywhere.

#Search and filters

Most list screens have a search box and one or more filter controls above the table. Type to narrow a list by name or code; use the filter dropdowns to focus on a status, type, date range, or category. Filters combine — picking a status and a type shows only rows that match both.

#Status badges

Colored pills tell you the state of a record at a glance. The color meaning is consistent across the app:

Color	Typical meaning
Green	Healthy, active, approved, on track, or paid.
Yellow / Amber	Needs attention, at risk, pending, or expiring soon.
Red	Blocked, overdue, critical, rejected, or read-only.
Blue	Informational or in progress.
Gray	Draft, inactive, or not started.

Tip: The same green/yellow/red logic drives the dashboard's project and risk widgets, so a red badge means the same urgency wherever you see it.

#Tables

Lists appear as tables with column headers. Rows highlight as you hover, and clicking a row (or its action button) opens the record. Money is shown in the active company's currency, and dates follow its time zone.

#Pagination

Long lists are split into pages (commonly 20 rows at a time). Use the page controls at the bottom of the table to move between pages. Applying a search or filter resets you to the first page of results.

#Exporting to Excel, PDF, and CSV

Reports can be downloaded so you can share or archive them. From the Reports area you can export to PDF, Excel, or CSV. Some records also export individually — for example, an employee contract can be exported as a PDF.

How to export a report

Open the report you want under Reports.
Apply any filters or date ranges you need first.
Select the export option (PDF, Excel, or CSV).
The file downloads to your device.

Note: Exporting is generally available to roles that include reporting access. If you don't see an export option, your role may be view-only for that area.

Screenshot

A typical list screen showing a search box, filter dropdowns, a table with status badges, and pagination controls at the bottom

#Notifications

Where to find it: The bell in the top bar, or Notifications → Inbox in the sidebar.

What you can do here

See alerts about approvals, requests, and updates that involve you.
Filter to All, Unread, or Read, and narrow by type or channel.
Mark items as read.
Set your Preferences for how and when you're notified.

The bell shows a red dot when you have unread notifications. Open the inbox to review them; use the filters to focus, and mark items read as you handle them.

Tip: Visit Notifications → Preferences to choose which events reach you and through which channels, so your inbox stays relevant.

#Signing out

Where to find it: The bottom of the left sidebar, under your name and email.

How to sign out

Look at the bottom of the sidebar, where your profile picture, name, and email appear.
Select Sign Out.

Tip: Always sign out on shared computers, and leave Remember me unticked when you sign in on them.

#Subscription & read-only mode

Now and then a colored banner appears just under the top bar. It's about your company's subscription, not your personal account:

Banner	What it means	What to do
Amber "trial ends in X days"	A free trial is ending soon.	An admin should upgrade before it expires.
Blue "renews in X days"	An active subscription renews soon.	No action needed, or renew early.
Red "read-only mode"	The trial or subscription has expired, been canceled, or been suspended.	You can still view data but not change it until an admin renews.

Note: Only roles with billing access (typically Admin or Super Admin) can renew or upgrade. If you hit read-only mode, contact them.

#Language & direction

Where to find it: The language switcher near the top of the sidebar (and on the sign-in page).

Selecting it toggles the whole app between English and Arabic. Choosing Arabic also flips the layout to right-to-left so everything reads naturally. Your choice sticks on your device until you change it again.

#Roles at a glance

Your role decides which sections you see and what you can do. ApixONN has 13 roles:

Role	Broadly can…
Super Admin	Full access to everything across all companies, including platform-level settings.
Admin	Administrative access to most features and settings within the company.
HR Manager	Manage employees, leaves, contracts, grades, attendance, skills, departments, benefits, and evaluations; view payroll.
Finance Manager	Manage invoicing, receipts, general ledger, journals, and clients; run and export financial reports.
Payroll Manager	Run payroll cycles, payslips, loans, and pay components; view HR for context.
Project Manager	Manage projects, allocations, demands, timesheets, and resources; approve items; view clients and HR.
Team Lead	Approve timesheets and leave requests for team members; view projects, allocations, and attendance.
Accountant	Handle day-to-day accounting: general ledger, journals, invoices, and receipts; run reports.
Resource Manager	Plan and manage resource allocation, demands, and capacity across projects.
Employee	Self-service: view own profile and payslips, submit leave requests, check in/out, and log timesheets.
Consultant	External, limited: view own profile and submit timesheets only.
Contractor	Submit timesheets and basic HR requests (like leave); view own profile.
Read Only	View most modules (HR, projects, timesheets, invoices, reports) without making changes.

Note: Roles are assigned by your Admin under Settings → Users & Roles. If you need access you don't have, ask them — don't work around it.

#Glossary of ApixONN terms

Term	Plain-language meaning
Tenant / Company	A company (or branch) whose data is kept completely separate from every other company. When you switch companies, you're switching tenants.
Module	A major capability your company can turn on or off — for example Projects & Resources, HR, Finance, Payroll, or Workflow. Disabled modules simply don't appear.
Workflow	An approval or routing process. Items needing your decision land in your Workflow Inbox.
Milestone	A key checkpoint or deliverable in a project, usually with a due date.
Allocation	Assigning a person to a project for a period of time and effort.
Demand	A request for people or skills a project needs but doesn't yet have — the "we need someone for this" signal.
ORF	Open Resource / hiring Request — the step where an unmet demand turns into a request to hire or bring someone on.
SOW	Statement of Work — the agreed scope, deliverables, and terms for a client engagement.
Opportunity	A potential deal or engagement being pursued with a client.
Timesheet	A record of hours worked, submitted for approval and used for billing and utilization.
Utilization	The share of your team's available time that's spent on billable work.
Bench	People who are available but not currently allocated to a project.
Burn rate	How fast a project or budget is spending money over time.
Delegation	Temporarily handing your approval authority to someone else (for example, while you're on leave).
Seat / Access level	Your role, shown as a pill in the top bar; it determines what you can see and do.

Need help? For access and account issues, contact your company Admin or HR Manager. For billing and renewals, contact whoever holds the Admin or Super Admin role.

#Signing in

#The top bar

#The left sidebar (navigation map)

#Full navigation map

#The Company Switcher

#The Dashboard (home)

#General conventions

#Search and filters

#Status badges

#Tables

#Exporting to Excel, PDF, and CSV

#Notifications

#Signing out

#Subscription & read-only mode

#Language & direction

#Roles at a glance

#Glossary of ApixONN terms