Sidebar navigation
| Section | What it contains |
|---|---|
| General | Home, Inbox, Reports, Suppliers — your daily starting points |
| Accounts | Accounts, Sites, Agreements, Contacts — your customer portfolio |
| Connections | Connections, Tariffs, Retail Accounts — the energy data layer |
| Modelling | Scenarios, Brokerage — analysis and commissions |
| ESG | ESG Overview, Reference Data — sustainability reporting |
| Invoices | Invoices, Payments — your billing workflow |
Expanding and collapsing
The sidebar can be expanded (showing icon and label) or collapsed (showing icons only). Click the arrow at the bottom of the sidebar to toggle between modes. The collapsed sidebar gives you more screen space for data grids and detail pages.Global search
Click the Search everything… bar at the top of the sidebar to open global search, or press Cmd+K (Mac) / Ctrl+K (Windows/Linux) to open the Command Palette. Global search finds results across all modules simultaneously — accounts, sites, connections, invoices, agreements, suppliers, and more. Click any result to navigate directly to that record.Common page patterns
UMS uses consistent patterns across all modules so you only need to learn them once.List pages
Every module has a list page with:- Summary cards at the top showing counts and growth trends
- Data grid with sortable columns, row selection, and pagination
- Toolbar with filter, column visibility, export, refresh, density, and search controls
- Create button (+) in the top-right corner
Row actions
Each row in the data grid has action buttons:| Icon | Action | Description |
|---|---|---|
| Arrow | See Details | Navigate to the record’s detail page |
| Pencil | Quick Edit | Open a side drawer to edit fields without leaving the list |
| Three dots | More | Additional context-specific actions |
Detail pages
Detail pages use a tabbed interface with:- Header showing the record name, status, and action buttons
- Tabs for different aspects of the record (e.g. Overview, Sites, Agreements, Invoices)
- Overview tab with summary statistics and key information
Drawers
When you click Quick Edit or Create, a drawer panel slides in from the right side of the screen. Drawers let you view and edit records without navigating away from your current page. Click Save to apply changes or Cancel / press Escape to close.Keyboard shortcuts
| Shortcut | Action |
|---|---|
| Cmd+K / Ctrl+K | Open the Command Palette |
| Escape | Close drawer or modal |
| Enter | Submit form or confirm action |
Notifications
Open the user menu (click your avatar in the bottom-left of the sidebar) and choose Notifications to open the notification drawer. An unread count badge appears on your avatar when you have unread notifications. The drawer shows alerts for:- Completed reports
- Invoice import results
- Agreement expiry warnings
- Brokerage calculation completions