Use the administrator Quick Actions bar
The Quick Actions bar is available to signed-in administrators while the merged module is active.
Before you start
The Quick Actions bar is available to signed-in administrators while the merged module is active.
Follow these steps
- Choose Create Portal / Account for a new native customer or a current workspace customer-group shortcut.
- Choose Compliance Update for the relevant merged compliance screen.
- Choose Property Operations for Add a Property, Property Status, Account Status, Tenant Onboarding, Onboarding Workspace or Maintenance Jobs.
- Choose Communications for tasks, support, leads and any available optional communication modules.
- Choose Finance & Admin for invoices, estimates, payments, contracts, reports or settings.
- Complete and verify the destination’s normal form or workflow.
Check it worked
Selecting a shortcut navigates to the correct workspace; it does not itself create a record or send a message.
If something does not look right
The bar is separate from the two module header tabs. On narrow screens its controls scroll horizontally. Optional letter, appointment, mailbox and compliance-log destinations appear only when their owning module is active.
Questions and answers
Does Create Portal instantly create an account?
No. It opens the native new-client form and can preselect a valid customer group where appropriate.
Why do staff not see the bar?
It is intentionally administrator-only. Staff use their permitted module navigation.
Can a shortcut bypass permissions?
No. The destination retains its own access and validation controls.