Finding your way around

Every screen in Tenvara has the same frame: a rail of areas down the left, a sidebar for the area you are in, and a top bar with search, quick create, notifications and your account. Once you know these, every area works the same way.

If you used Tenvara before the menu was reorganised, Where things moved in the new menu lists every old place and its new one. On a phone or tablet, the Tenvara app has its own layout.

The rail#

The narrow column on the far left holds one icon per area. Hover an icon to see its name. From top to bottom:

Until you go live, the rail also has Set up, the setup helper, under Home. After go-live it leaves the rail and stays in the Home sidebar. See The setup helper.

An area only shows when a module it needs is switched on in Settings > Modules and your role lets you see it (see Roles and permissions). A new Tenvara starts with the service desk, so its rail has Home, Set up, Service desk, Customers, Alerts, Sales and billing, Team and Settings; Devices, Projects, Cloud, Infrastructure, Security, Governance and compliance, Backup, Docs and Reports appear as their modules are switched on. See Switching modules on. If a colleague has an icon you do not, their role is why.

The sidebar#

Next to the rail, each area has a sidebar with its own pages. Every sidebar is built the same way:

• The area's name at the top, with your Favourites for that area under it.
• The area's pages, in groups with a heading. Press a heading to fold the group away; Tenvara remembers which groups you fold.
• Counts beside the pages and views that have something waiting.
• The views you use most, such as My open tickets, Unassigned and SLA breached under Service desk, and any saved view you pinned.
• A settings link last, such as Service desk settings, which opens the matching Settings page (administrators).

Press the sidebar button at the left of the top bar to hide or show the sidebar and give the page more room.

Pages with tabs#

Many sidebar entries open a page with a row of tabs across the top, so one entry covers a whole tool. Devices > Enrolment has the tabs Enrolment tokens, Installers and Waiting for approval; Service desk > Chat has Console, Chat history, Chat ticket requests and Knowledge gaps. Guides write these as "Devices > Enrolment, the Installers tab".

A list's built-in filters are views in its Views picker, not separate pages: the device list has Online, Offline, Servers and more, and the alert list has Not yet acknowledged, Open critical, Snoozed and the rest.

When a row of tabs does not fit, it scrolls sideways with a small arrow at each end, and on a narrow screen the rest go into a More menu. The tab you are on always stays in view.

Favourites and recently viewed#

• Favourites: press the star at the top of a customer, device, ticket, project, article or other record to pin it. Favourites appear at the top of the sidebar and in the command menu, and you can drag them into the order you like.
• Recently viewed: the records you opened lately, newest first, in the Home sidebar. See all opens the full list.

Both are kept with your account, so they follow you to every computer and phone you sign in on.

The top bar#

From left to right:

• Customer scope (showing All customers): pick one customer to focus the app on them. Type in Find a customer... to narrow the list, and choose All customers to go back. The scope belongs to the browser tab you set it in, so another tab can show another customer or all of them. While it is set, a bar under the top bar says Only and the customer's name, with Show all customers, and pages say so too, for example "Devices at" the customer.
• Search (Search customers, devices, tickets, passwords...): opens the command menu, described below. The hint follows the modules you use: with Devices and Docs off it reads Search customers and tickets.... The shortcut is Cmd+K on a Mac and Ctrl+K on Windows and Linux.
• Updated: a green dot that shows the page is live. Lists, tickets and records update by themselves when someone else changes them, so you never need to reload.
• New: quick create, described below. The shortcut is C.
• Timers: any timers you have running, with how long they have been going.
• Approvals: how many requests wait for your yes. See Approvals.
• Notifications: your inbox, with a count of unread items.
• Change theme: light, dark or the same as your computer.
• Account: your initials. Opens the account menu.

Most pages also have a small ? beside their title, which opens the guide for that page in this knowledge base.

Quick create#

Press New (or C anywhere) to add a Ticket, Log time, or add a Task, Quote, Customer (or Onboard a customer), Contact, Site, Device record, Project, Article or Credential without leaving the page you are on. What you make most is listed first. You only see what your modules and role allow, and when you have a customer chosen in the scope, it is filled in for you.

The notification inbox#

The bell opens your inbox: tickets assigned to you, customer replies, SLA warnings, approvals waiting, chats, critical alerts, on-call pages, mentions and more. Switch between All and Unread, open an item to go straight to the record it is about, and use the tick button to mark everything as read. The browser tab shows your unread count too.

The full list is Home > Notifications. Which notifications reach you where (email, desktop, Teams, Slack, text or a digest) is covered in Notifications.

The account menu#

The account menu shows your name, role and email, and has:

• Profile: your name, photo, language and working style.
• Password and two-factor: change your password, set up two-factor and add passkeys.
• Phone following: on or off. With it on, the Tenvara app on your phone can follow the record you have open on the computer. See Follow your desktop on your phone.
• Settings: the Settings home.
• Help: Documentation (this knowledge base), Keyboard shortcuts (or press ?), What's new with the notes for the latest release, and for administrators System status and Download a diagnostics bundle. A dot on your initials means there are release notes you have not read.
• About Tenvara: the version you are running. Quote it when you contact support.
• Sign out.

Search and the command menu#

Press Cmd+K (or Ctrl+K), or click the search box, to open the command menu. It is the quickest way to get anywhere.

With nothing typed it lists your favourites and recent records, then Go to: every page by its menu name, such as Devices: Software, Service desk: Information requests or Customers: Sign-offs, and every tab and view under it, such as Patches: server sets or Tickets: unassigned. Start typing to search everything you are allowed to see at once: customers, contacts, sites, devices, tickets, chats, printers, documentation records, articles and credentials, grouped by type.

1. Press Cmd+K.
2. Type part of a name, a ticket number, a hostname or a menu name.
3. Use the up and down arrows to pick a result, and press Enter to open it. Esc closes the menu.

The best match comes first, and small typing mistakes are forgiven. You can type a customer's name followed by what you want ("brightwater printer"), and a device is found by the name of the person who uses it as well as by its own name.

Some areas add actions too. For example, Infrastructure lets you start or shut down a Proxmox guest from it. Permissions always apply: the command menu never shows anything you could not open yourself.

The search results page#

When the quick results are not enough, choose See all results to open Search. It searches the words inside ticket messages and notes, requester email addresses, project comments and chat transcripts as well as names, with a count for each kind of result and the matching words highlighted.

Narrow it with Choose a customer, a date range, and Any, Open or Done, then switch between the tabs for tickets, customers, contacts, people, sites, devices, alerts, projects, tasks, articles, credentials, chats, quotes and more.

Keyboard shortcuts#

Press G, then a letter, to jump to an area from anywhere:

Lists have their own shortcuts, for example / to jump to the filter box. Press ? on any screen to see what it offers.

Settings#

Settings opens on a home page: a search box and a card for each of 14 groups, from Your account and People and access to Automation and AI and Data and platform. Each card lists its pages, and the same groups run down the Settings sidebar, where they fold away.

Try changes first (test mode) and Search settings also sit at the top of the Settings sidebar, above its groups.

You do not need to know which page a setting is on. Type a few words into Search settings and it finds pages and single settings alike, each with the page and section it lives on.

Guides write a settings page as Settings > Page, for example Settings > Single sign-on, whichever group it is in. See Settings overview.

Home#

Home is the first thing you see after signing in. Its sidebar is your own work: Overview, then under My work your Approvals and Reminders with their counts, Notifications, My calendar, My time and My tasks.

Overview greets you, says how many open alerts need a look, and sums up the business on one page:

• Customers, Devices, Online now and Open alerts across the top.
• Tickets: tickets with a customer reply waiting, My open tickets, Unassigned, SLA breached and Opened today, each a link to that view.
• My tasks, Chats waiting, Today's visits and On-call and automation in the main column.
• Customer satisfaction, Security detections, Customer health, Device health and Needs attention down the side.

Press Customise to show, hide and drag blocks. There are more to add, such as Waiting on customers (information requests not answered yet), In takeover mode, Notice deadlines this month, Sign-offs waiting to be signed and Encrypted devices with no recovery key held. Blocks only appear for the modules you use and what your role may see, and every figure is a link to the list behind it. Administrators set the starting layout for each role in Settings > Home page.

On a phone#

In a phone's browser the rail and sidebar make way for a bottom bar within reach of your thumb: Home, Service desk, New, Search and Menu.

• New opens quick create as a sheet from the bottom.
• Search opens the command menu's search.
• Menu opens the menu of the area you are in. All modules at its top lists the other areas; tap one to go to it and open its menu.

Tables turn into cards on a phone, each showing the row's key fields. On a tablet the rail stays and the sidebar opens over the page.

For working with lists, saved views, exports and the comments, files and history on every record, see Lists, views and records.