Platform basics · Article 4 of 6

Navigating the interface

Navigator has a straightforward layout: a left sidebar for navigation and a main content area where you do your work. This article walks you through what's where and how to get around efficiently.

4 min read Last updated April 2026

The sidebar runs down the left side of the screen and gives you access to every major section of the platform. Items appear based on your role — if you don't have the required permission for a section, that item won't show up.

Sidebar item	What it's for	Permission
Search	Search across customers, contacts, suppliers, invoices, emails, and users	Always available
Dashboard	At-a-glance account health	`dashboard.read`
Inbox	All inbound and outbound emails	Always available
Tasks	Your work queue	`task.list`
Customers	Participant records, support plans, budgets, history	`customer.list`
Contacts	Approvers, family, support coordinators	`contact.list`
Suppliers	Providers, agreements, bank details, claim rules	`supplier.list`
Invoices	All invoices — search, filter, manage the lifecycle	`invoice.list`
Extracts	ABA bank files and NDIS submission extracts	`extract.list`
Reports	Detailed reports	`report.read`
Settings	Account configuration	`account.update`

The URL structure

Every page in Navigator follows a consistent URL pattern:

kismet.healthcare/accounts/[account-id]/[section]

The account ID in the URL identifies which account you're working in. If your organisation has multiple accounts, switching between them changes this ID. You can bookmark any page in Navigator — including filtered views — and return to exactly where you left off.

Some useful pages to bookmark:

Your filtered task queue (e.g. tasks assigned to you, status: in progress)
A specific customer record you check regularly
A report you run frequently

Working within a section

Each section has its own layout, but they follow a common pattern:

A list view — all records in that section with key details at a glance
Filters — narrow the list by status, assignee, tags, date, or other fields
A detail view — click any record to open its full detail, including history, notes, linked records, and available actions

Filters you set are remembered while you're in that session. Some sections also support account-wide default filters, which your administrator can configure in Settings.

Tips for getting around

Use the search bar (top of the sidebar) to jump to any customer, supplier, invoice, or contact quickly
Browser back/forward works as expected in Navigator — use it freely
Tabs work well — you can have multiple sections open at once
Filters persist within a session

If a section isn't appearing in your sidebar, your role doesn't include the required permission. See Roles & permissions for what permission each section requires.