How to Navigate through the Team Member Portal

Streamlined Navigation for Efficient Property Management

Introduction

The Sidebar Navigation is designed to provide a streamlined and efficient way for users to navigate the application. It centralizes key functionalities, allowing quick access to essential features such as reservations, guest arrivals, housekeeping, and messaging. The intuitive design ensures users can efficiently manage daily tasks with minimal effort.


Table of Contents

  1. Key Functionalities

  2. User Experience

    1. Visual Hierarchy

    2. Primary Functions

      1. Property selection
    3. General Functions 
      1. Collapsed Navigation
      2. Stay Informed
      3. Request Support
      4. Settings
      5. Mobile
  3. Conclusion


Key Functionalities

  • Efficient Navigation: A structured menu provides quick access to essential features, all positioned on the left side, aligning with the natural reading flow.

  • Collapsible Navigation-Section: Users can expand or minimize the navigation bar for better space management.

  • Status Indicators: Notification badges highlight new messages, alerts, or pending tasks.

  • Navigation Access: The sidebar dynamically adjusts displayed items based on the user's access permissions.

  • Property Selection: Users can switch between properties they have access to, seamlessly with a dropdown selector.

  • Multy-Property: For users managing multiple properties or with account-level access, an 'Account' option has been introduced to provide broader management capabilities.

Note: Core functionalities displayed as navigation items may vary depending on the customer's specific tech stack and configuration.

 


User Experience Core Components

The sidebar has been designed with usability in mind, ensuring users can navigate the system effortlessly. Key aspects include:

Visual Hierarchy:

  • Active sections are highlighted, and nested items are clearly displayed.

  • Notification badges indicate the number of pending interactions, enhancing usability.

Sidebar navigation

New and upgraded sidebar navigation

Primary Functions:

Includes sections like Reservations, Housekeeping, Tasks, and Messaging. 

Property Selection

  • Prominently displayed at the top of the sidebar

  • Dropdown functionality for quick property switching

  • Clear indication of current property being managed

  • 'Account' option that provides a consolidated view of all properties combined

  • Visual distinction between single property and account-wide views

    Sample:

    Property change Selection of your property

General Functions:

Clearly separatet at the bottom of the navigation bar, the general functionalities are positioned such as

Collapse Navigation

  • Expandable/collapsible navigation bar permits more space and ability to focus on relevant sections while minimizing others.

  • Hovering over a collapsed navigation icon displays the corresponding label.Screenshot 2025-02-07 at 12.07.42

             Collapsed and Opened Sidebar
Stay Informed
  • The "What's New" alert section keeps users updated on feature releases.
  • The feature release bar on the right is expandable for a detailed view on a dedicated page.

Request Support

  • Submit a support ticket or provide feedback for new feature requests by clicking the three dots next to the username on desktop.

  • On mobile, access the same options by clicking the profile avatar.


Settings

  • Also behind the three-dot menu, users can find individual language selection settings, which are stored on their profile.

    Account - actions menu open

Language selector

Mobile
  • The sidebar is fully optimized for different screen sizes, ensuring a seamless experience across devices.

  • General settings are moved into the header for better space optimization.

    Sidebar mobile - opened
                            Mobile support as well

Conclusion

Let's wrap up by looking at why this navigation system is a game-changer for your property management experience.

Benefits

  • Improved workflow efficiency through logical grouping

  • Reduced cognitive load with clear visual hierarchy

  • Enhanced user orientation within the system

  • Scalable structure for future feature additions

  • Consistent access to critical functions

Purpose

  • Streamline daily property management tasks

  • Provide clear system navigation

  • Support multi-property management

  • Enable quick access to essential features

  • Maintain user context across different sections

This new sidebar navigation was redesigned to represent a significant improvement in the platform's usability, focusing on user efficiency while maintaining flexibility for different user roles and property management needs.