Landing and Home
After sign-in, organisation users land on Home — the operations overview for your firm.
What you see on Home
Typical Home cards and queues (visibility depends on modules and permissions):
- Account approval queues — Individual and Organisation accounts waiting for approval
- Pending / completed filings — work in progress and finished filings
- Upcoming deadlines / critical reports — due dates from the services catalog
- Invoice status — drafts, sent, and paid snapshots
- KPIs — account counts and pending approvals
Navigation
Use the primary nav for:
| Nav label | Purpose |
|---|---|
| Home | Overview |
| Individual Accounts | Person clients |
| Organisation Accounts | Company clients |
| Filings | Org-wide filing status |
| Invoices | Billing |
| Org | Organisation profile |
| Users | Org users |
| Services | Service catalog |
| Policy | Departments and designations |
| Settings | Notification settings (see Notification settings) |
Items appear only when your designation grants access and the org module is active.
Notification bell
The TopBar bell opens your notification inbox when you have inbox read access. See Inbox.
Who can do this
| Action | Admin | Member |
|---|---|---|
| View Home | Yes | Yes |
| See approval queues | Yes (typical) | If granted |
| See filings / invoice cards | Yes (typical) | If granted |
| Open notification bell | Yes (typical) | If inbox access granted |
Open in CARA: Go to Home
Next: Roles overview.