Before you start
Prerequisites and permissions
Have ready
- An active Staff account for the correct business.
- The relevant feature and live module capability.
Access rules
- Owners and authorised Office Staff search only enabled domains they can view.
- Quick actions require the corresponding live manage capability and feature.
- Field Workers receive no business record search; an enabled Expense Claim action can still appear.
- Hidden domains disclose no record or count.
Where to find it
Navigation map
- Command menu
- Business Console → top search or Ctrl/Command+K
Walkthrough
Step by step
- 01
Open the command menu
Select the top search control or press Ctrl+K on Windows or Command+K on macOS.
- 02
Enter a limited search
Type at least two characters. The Business Console searches only current Company records under the live role, capabilities, and enabled features.
- 03
Open a safe result
Choose an authorised record or existing page. Results contain a safe label, status summary, and in-product destination rather than private notes or financial details.
- 04
Start an available action
Choose a create or capture action only when it appears. The destination reauthorises the session and validates the submitted record.
Troubleshooting
If something does not look right
A module or action is missing.
Confirm the selected business, role, live capability, and feature access. Hidden domains intentionally reveal no item or count.
Record search is temporarily unavailable.
Continue through normal navigation or retry after refreshing current access. Do not infer that records are absent.
Keep going