The Modari dashboard is organized into three main zones: the sidebar on the left, the content area in the center, and the top bar with global controls. Once you understand what each zone is for, you will move around the platform without thinking.

The sidebar

It is where the links to the workspace's active modules and to settings live. The sidebar adapts automatically to the mode you are in: if you are in Workspace mode, you see modules; if you switch to Organization mode, you see the organization configuration, members, and billing.

The sidebar elements always appear in this order:

  1. Mode selector: at the top. Lets you switch between available modes based on your role.
  2. Workspace selector: if you have multiple workspaces, here is where you switch between them. If you only have one, this selector does not appear.
  3. Active modules: the list of modules you have enabled in this workspace. Each with its icon.
  4. Settings: workspace, members, and modules configuration.
  5. Profile menu: at the bottom. Your avatar, name, and a menu with personal preferences and sign out.

Navigation modes

Modari has three possible modes, although not all users see them all. The mode determines which information and controls appear in the sidebar:

Workspace mode

The default mode. Here you see the workspace modules and operate day to day. The sidebar is white to distinguish it visually. All members, regardless of role, see it.

Organization mode

Only Owners and Admins see it. The sidebar changes to a dark background to signal that you are operating at the organization level (not the workspace level). Here you manage the subscription, the company's legal data, billing, members belonging to the organization, and the workspaces that exist under it.

Admin mode

Reserved for the Modari team. It is the internal console from which we monitor the system. You will not see this mode.

The content area

It is what occupies most of the screen and shows the view of the module or setting you have selected. Each module organizes its content in its own way, but there are common patterns across the whole platform:

  • Header: at the very top, with the section title and the main action buttons (for example, "Create contact" or "New deal").
  • Filters and search: just below the header in list views. You can search by text, filter by status, date, or any other relevant property.
  • Table or board: the main body. Lists are shown as a table by default, and some views (like the CRM pipeline) have alternative modes such as board or calendar.
  • Right side panel: when you select a record, its details appear in a panel on the right without taking you out of the list. This way you can review several records without losing context.

The top bar

At the top, above the content area, you find controls that are always available no matter which module you are in:

  • Global search: searches contacts, deals, products, and any other record from the active modules. Keyboard shortcut: Ctrl + K (or Cmd + K on Mac).
  • Notifications: bell icon with a red dot when there are new notifications. We notify you about mentions, assigned deals, upcoming appointments, automation failures, etc.
  • Quick module switcher: if your screen is wide, here you see the modules as tabs. It lets you jump between modules without going back to the sidebar.

The profile menu

At the bottom of the sidebar you find your avatar and your name. Clicking opens a menu with the personal options:

  • My profile: edit name, avatar, password, and WhatsApp number.
  • Preferences: language, personal time zone (if different from the workspace's), light or dark theme.
  • Security: enable two-factor authentication, see trusted devices, revoke active sessions.
  • Notifications: configure which things we notify you about by email and which stay inside the dashboard.
  • Sign out: leave the workspace on this device. If your account is on several devices, the others stay active.

Common patterns you will see across all modules

Once you can read these patterns, you can move through any module without reading manuals:

  • The primary button is always in the upper-right corner of the content area. If you want to create something new, look there first.
  • Element names and links are clickable. If you see the name of a contact, deal, or product, you can click to open its detail.
  • Three-dot icons (⋯) open additional actions. Edit, duplicate, archive, delete —always behind the three dots.
  • Changes save automatically.There is no "Save" button in most forms; when you leave the field, the change is saved. You will see a small confirmation in the upper right.

What's next

If at any point you find a term you do not understand (workspace, module, deal, pipeline...), the last article in this series is a glossary with the essential definitions. After that, you have everything you need to start using Modari for real.