Getting started

A guided tour of the left menu, from the Dashboard at the top through the Clients, Finance, Legal, Compliance and Admin groups down to the Help Centre and your profile.

A plain-English overview of what your IzzyTap workspace does and how the main sections fit together.

Two simple ways to sign in to your staff workspace, plus what to do if you forget your password.

Your staff role decides which menu items and whole sections you can see. Here is what is hidden for which roles, and who can switch access on.

A guided walk through the home screen you land on after login, so you know what every part is telling you.

On a small screen the menu moves to a bottom tab bar and a slide-out drawer. Here is how to reach every screen from your phone.

Use the sun and moon button in the top bar to switch the workspace between light and dark. Your choice is remembered on that device.

A plain-English guide to the row of number cards on your Dashboard: what each one counts, where it comes from, and what happens when you click it.

The Needs attention panel ranks your most urgent items worst-first, with red for overdue and amber for soon. Here is how to read it and why the top row is the top row.

The revenue chart shows only cash you have actually collected from paid invoices, one bar per month over the last seven. Here is how to read it and why the shape is honest.

Two settings decide what your Dashboard shows: which clients you can see, and what your role lets you do. Here is why your screen may look fuller or emptier than a colleague's.

The small number next to Requests counts the service requests that no one has picked up yet. Here is who sees it, what it counts, and when it disappears.