Page Navigation and Layout
As a modern platform, Rev.io is designed for intuitive navigation with a streamlined page layout. The main window consists of a header, sidebar menu, sub-menus, and the main view. Elements on the sub-menus and view vary based on the selected screen.
| NOTE: You can open items in a new browser tab to work in multiple Rev.io sessions at the same time. |
Each area of the main window is defined below.
| Area | Label | Definition |
| a. | Logo | Click the Rev.io PSA logo to return to the home screen. |
| b. | Company Name | Name of your company configured on the System Settings screen. See the System Settings: My Preferences article for more information. |
| c. | Help & Support | Click to report an issue or send your feedback to the Rev.io team. See the Help & Support article for more information. |
| d. | Recently Viewed | Click to see a list of your recently viewed tickets and customers. See the Recently Viewed article for more information. |
| e. | Clock In/Out | Click to clock in/out for your workday and enter a time log. See the Clock In/Out article for more information. |
| f. | Notification Center | Click the notification bell icon to open your Notifications Inbox and review your messages and ticket assignments. You can also Send Notifications as direct messages to any user(s) in your instance. |
| g. | Stage | If you're on a screen with a stage component, the stage icon appears, allowing you to collapse or expand the Stage side panel as desired. See the Customer Profile: Stage article for an example of the Stage side panel. |
| h. | Profile | Click the profile icon to access help documentation, update your preferences, and sign out of the application. |
| i. | Sidebar Menu | Select an option from the sidebar menu to view the sub-menu for that module. The sidebar menu only shows modules that you have permissions to access. |
| j. | Sidebar Sub-menu | Access areas related to the module selected from the sidebar. You can right-click any of these items to open them in a new window. |
| k. | Main View | Main area of interaction in the Rev.io PSA environment. For information on specific screens, see the help articles related to the content topic. |
| l. | Community | Access the Rev.io Community to share feedback and ideas, see what others are requesting, and access role-based training. See the Rev.io Community: Overview article for more information. |
| m. | Help Center | Click the question mark icon to open our help center where you can find helpful articles using the search bar, access the video training library, launch in-app product walkthroughs, review release notes, and open the full documentation center. |