22 articles
Dashboard
The dashboard is the home page each system user sees after logging in. It gives you a quick view of the work, totals, and shortcuts that matter to you.
Read →Managing Users
System users are the people in your organisation who log in to OpsOS directly. They are different from Planner workers, who use the worker portal rather than th
Read →Roles and Permissions
Roles are named sets of permissions you assign to users. Permissions decide what someone can see and do in OpsOS.
Read →The Permissions Manager
The permissions manager is the main grid for controlling what a role can do. Choose a role, then review and change its permissions grouped by module.
Read →Premises
Premises are the physical locations your organisation operates from. They are your own sites, such as warehouses, offices, depots, or other operational bases.
Read →Cost Centres
Cost centres are the groups you use to organise spend and reporting. They usually reflect a department, site, business unit, or another part of the organisation
Read →Venues
Venues are external locations where work happens. They are different from [Premises](/knowledge-base/core/premises), which are your own operational sites.
Read →Suppliers
Suppliers are the companies and people your organisation buys from. A supplier record stores the contact and address details your team needs when working with t
Read →Contacts
Contacts are the people and organisations your team deals with. They are different from system users, who log in to OpsOS, and different from Planner workers, w
Read →Document Templates
Document templates are reusable layouts for documents your team generates regularly. You build the template once, then fill it with the right record details whe
Read →Data Exchange
Data Exchange is the bulk import and export area in OpsOS. Use it to download records as CSV files, or to bring a large set of data into the system at once.
Read →Data Exchange Contacts Reference
Use this reference when preparing a **Contacts** import in **Settings → Data Exchange**.
Read →Workspace Preferences
Workspace preferences are organisation-wide settings that apply to everyone in your OpsOS. They are shared settings, not personal ones.
Read →Data Exchange Venues Reference
Use this reference when preparing a **Venues** import in **Settings → Data Exchange**.
Read →Your Data and Security
Your data in OpsOS belongs to your organisation. Other organisations using OpsOS cannot see or work with your records.
Read →Data Exchange Events Reference
Use this reference when preparing an **Events** import in **Settings → Data Exchange**.
Read →User Direct Permissions
Direct permissions let you grant a specific permission to one user without changing their role.
Read →Data Exchange Assignments Reference
Use this reference when preparing an **Assignments** import in **Settings → Data Exchange**.
Read →Permissions Reference
A complete list of every permission in OpsOS, grouped by module, with a description of what each one allows.
Read →Using the Command Palette
The command palette is the keyboard shortcut for fast navigation around OpsOS. It lets you jump straight to a page by typing a short command instead of clicking
Read →Data Exchange Inventory Reference
Use this reference when preparing an **Inventory** import in **Settings → Data Exchange**.
Read →Push Notifications on iPhone and iPad
Push notifications on iPhone and iPad work differently from desktop and Android. To receive them in OpsOS, you need to use Safari and add OpsOS to your Home Scr
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