---
title: Header
slug: header
icon: 📰
docTags: 
createdAt: 2021-09-14T14:15:27.000Z
---



A user that is logged in to the Hyper Portal can access the main functions of the system using the top section of a website. Header contains the following sections: 'CRM', 'Leasing', 'Templates', 'Workflows', 'CMS', 'Hyper BI', updates, notifications and user dropdown menu.


![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/YXVewlV2jNMSfCEm-u19Q_image.png)


The '**CRM**' section is a drop-down menu through which the user has access to the pages 'Organizations', 'Contacts', 'Groups'.

- On the '[Organizations](https://docs.hyperportal.org/organizations-and-contacts)' page, the user can see a list of existing organizations, add a new one by filling out a form with the required data and set certain settings for that entity.
- On the '[Contacts](https://docs.hyperportal.org/organizations-and-contacts)' page, you can access and export contacts, add a new contact, search and view a list of existing contacts.
-
  The '[Groups](https://docs.hyperportal.org/groups)' page gives access to the group manager where you can see details, members, and the hierarchical relationships of groups.

::Image[]{src="https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/bG78AKU81PhWSzf0gBYRE_image.png" size="46" width="374" height="235" position="center" darkWidth="374" darkHeight="235" showCaption="false"}

 Through the top menu item '**Leasing**' the user navigates to the pages 'Calculator', 'Contacts', 'Settings'.

- Information about cash in and cash out is available on the '**Calculator**' page, as well as the option to add contracts.
- On the '**Contracts**' page, you can see a list of available contracts, the option to add a new contract, and search the list of existing contracts.
- On the '**Settings**' page, there is a table with information about the latest updates

::Image[]{src="https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/Pbu3CZ6HxtVFhJXicS3mq_image.png" size="60" width="442" height="215" position="center" darkWidth="442" darkHeight="215" showCaption="false"}

'**Templates**' drоpdоwn menu includes 'Emails', 'Dоcuments' and 'Fоrms' menu items.

- Оn the '[Emails](https://docs.hyperportal.org/emails)' page users can create email templates and see the list оf existing templates.
- '**Dоcuments**' here you can manage your documents templates.
- On the '[Forms](https://docs.hyperportal.org/forms)' page you can manage and edit forms that can be sent to the customers.

::Image[]{src="https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/zYz-i_s1ysQX84Q3wXFOz_image.png" size="78" width="725" height="203" position="center" darkWidth="725" darkHeight="203" showCaption="false"}

'**Workflows**' menu includes 'Your dashboard', 'Processes', 'Tasks'.

- On the '[Your dashboard](https://docs.hyperportal.org/dashboard)' page you can manage tasks, as well as general information about the processes, and start the process.
-
  In '[Processes](https://docs.hyperportal.org/processes)' you can start all processes at once and view a list of all tasks and processes.
-
  On '[Tasks](https://docs.hyperportal.org/tasks)' the user can view all tasks that were started previously.

The [CMS](https://docs.hyperportal.org/cms) (content management system) allows to manage entities, typically business objects (e.g, vehicles, assets, contracts), that are completely customizable.

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/gJRzdJWmeas7zRx1nYk3v_image.png)

By clicking on the '**Updates**' icon, the user will see recent updates from HyperPortal.



![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/_anuVHzOlRoGjd6jshjzf_image.png)



::Image[]{src="https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/_jrilcaRylidob_lJeCo__image.png" size="38" width="439" height="625" position="center" darkWidth="439" darkHeight="625" showCaption="false"}

By clicking on the '**Notification**' icon, the user will see recent mentions.

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/z5wnT1N-q33jIpNn6HxaH_image.png)

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/X-j8RF6RwcKIHB7zRwxO4_image.png)

Mentions can be left under any entity item or process in the 'comments' section.

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/sJkzQoBTagt0KL2ox-OZD_image.png)

In the '**User dropdown menu**' the user has access to the pages:

- 'Admin', 
- 'Language', 

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/ebikEC2wqSDDdoRKGcf99_image.png)

- [Settings](https://docs.hyperportal.org/settings), 
- [Help](https://docs.hyperportalorg), - This option contains helpful articles on HyperPortal.
- [Feature list rоadmap](https://app.minimaps.io/map/hyperportal-1596193440105x598369077200683000)
- Lоg оut.