How to Navigate the Platform: Top Bar, Sidebar, and Mobile Menu
What it is
RAPTIX provides a fixed top bar and an access-aware main navigation. On wide screens the navigation appears as a sidebar that the hamburger button can collapse. On phones and tablets the same destinations move into a touch-friendly menu.
Why it's useful / Key benefits
- Everything is one click away. The top bar stays pinned at the top no matter how far you scroll, so every key action is always reachable.
- No dead links. Your personal navigation menu is filtered to show only the tools you can actually use — new items appear automatically when an administrator grants you access.
- Clear sense of place. The current destination is highlighted in the navigation, so you always know where you are.
- Quick status access. The top bar keeps theme, notification, account, and sign-out controls available.
- Works on every device. The layout adapts automatically from wide desktop screens to narrow phones, giving you touch-friendly tap targets on mobile.
Before you start
- You must be signed in to see the navigation bar. It is not shown on the login or password-reset pages.
- Your available menu items depend on the permissions assigned to your account. Contact your administrator if a module you need is not shown.
How to use it — step by step
On a desktop or laptop
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After signing in, the top bar appears at the very top of the screen. It remains there on every page.
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On the far left of the top bar, select the hamburger icon to collapse or expand the side navigation.
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The navigation lists the main areas available to your account:
Menu item Takes you to Home Tasks, workflow runs, and recent Applications items Applications Workspaces, applications, pages, runnable forms, documents, and workflows AI Agents Available AI assistants Admin Administration and settings (administrators only) Support Help and support options Control Room Platform administration (RAPTIX Platform Admin only) -
Select an item to navigate. The selected item uses the current RAPTIX active-state treatment.
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Select Applications to reach workflow instances, My Tasks, documents, and the workspace/application/page hierarchy from one area.
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Select the hamburger icon again when you want more space for page content.
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The RAPTIX logo in the top bar is also a link — clicking it takes you to the Home screen from anywhere in the platform.
On a phone or tablet (mobile)
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The navigation system switches to a mobile-optimised layout automatically on smaller screens. You will see a compact mobile header bar at the top, with the platform title in the centre.
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Tap the Menu icon (three lines) on the left side of the mobile header to open the slide-out menu. The icon changes to an X while the menu is open.
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A panel slides in from the left edge of the screen, covering the left portion of the display. A semi-transparent dark overlay appears over the rest of the page.
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Tap any menu item to navigate. The menu closes automatically once you tap.
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To close the menu without navigating, tap the darkened overlay area or tap the X button in the header.
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At the bottom of the mobile menu you will see:
- "Signed in as" followed by your display name, confirming which account you are using.
- A red Logout button.
Using the top bar for quick actions (all devices)
The right side of the top bar contains several items, always visible:
| Element | What it does |
|---|---|
| Dark/light mode toggle (sun or moon icon) | Switches the entire platform between light and dark appearance. See Switching between light mode and dark mode. |
| Bell icon | Opens Applications → Workflow → My Tasks; its badge shows the pending-task count available to your account. |
| Avatar circle | Shows the initial of your name. Confirms you are signed in. |
| Name, email, and role badge | On wider screens, your full name, email address, and role badge (Admin, Manager, or User) are displayed next to the avatar. |
| Logout button | Signs you out immediately. On wide screens the word "Logout" is shown; on narrow screens only the door icon is shown. |
Options & settings explained
| Item | Description |
|---|---|
| Hamburger icon (desktop) | Collapses or expands the desktop sidebar. |
| Menu / X icon (mobile) | Opens and closes the mobile slide-out menu. |
| Active page highlight | The current page's menu item uses the RAPTIX gold-and-zinc active treatment. |
| My Tasks badge | Appears on the bell when one or more pending workflow tasks are counted. |
| Role badge | Displays the assigned role next to the account identity when space permits. |
| Logo link | Clicking the RAPTIX logo in the top bar always returns you to the Home screen. |
Tips & best practices
- Keep the sidebar expanded on wide screens when you move frequently between Home, Applications, and AI Agents.
- Use Home for work status. Needs you and Your workflows summarize task and workflow activity; use Applications for the full lists.
- Check your role badge if something looks missing. If a module you expect is absent from your menu, your account may not yet have the required permission. The badge tells you your current role — pass that to your administrator when requesting access.
- On mobile, the slide-out menu scrolls. If your administrator has enabled many modules, scroll down inside the menu to see all available items.
Frequently asked questions
Q: I can see fewer menu items than a colleague. Why? Your navigation menu only shows items your account is permitted to access. This is intentional — your administrator has set your role and permissions. Ask them to grant access to any module you need.
Q: A navigation item is missing. The item is access-aware. Ask an administrator to verify the role permission for that product area. For a resource missing inside Applications, also verify its resource grant.
Q: The sidebar is collapsed. How do I restore it? Select the hamburger icon in the top-left of the RAPTIX header.
Q: Does mobile use different destinations? No. The same access-aware destinations move into the mobile menu, and the RAPTIX lockup remains in the compact header.
Q: Can I bookmark a specific page? Yes. Every page in the platform has its own URL. You can bookmark any page in your browser, and returning to it will take you directly there (you will be asked to sign in again if your session has expired).