# Screens and navigation

The tenant's top navigation connects the main working areas. Some entries appear
only when your role has permission to use them.

![Fleetlane dashboard with the tenant navigation, quick lookup and active campaigns](https://docs.fleetlane.app/assets/fd0d1f31c9abf8fb.jpg)

*Local example: the dashboard combines shortcuts and operational summaries.
Your visible areas and widgets depend on access and configuration.*

| Screen      | Use it for                                                             |
| ----------- | ---------------------------------------------------------------------- |
| Dashboard   | Follow visible queues, recent work and vehicle or claim summaries      |
| Vehicles    | Search for a vehicle and open its record                               |
| Claims      | Find existing claims or choose **New claim**                           |
| Templates   | Inspect or maintain reusable claim defaults and lines                  |
| Services    | Inspect or maintain service definitions                                |
| Recalls     | Inspect campaigns, their vehicles and associated claims                |
| Customers   | Work with the customer records your role can access                    |
| Dealerships | Find dealer information and permitted user administration              |
| Budgets     | OEM allocation, dealer distribution or refinement, according to access |
| Settings    | Tenant configuration, reference data, UI Access and integrations       |

Use the search control in the header for lookup. In list screens, combine search
and the available filters to narrow the records. If a list looks empty, clear
filters first and check that you are in the intended tenant. A visible list is
still limited by your access.

## Inside a record

Open the identifier link or row to reach its detail page. The section links in
the record header help you reach details, lines, evidence and history. A vehicle
can also link to its claims, service records and recalls.

Choose **Edit** where it is offered, change the permitted inputs, then save.
Some values stay as text because they are read-only. Fields or whole sections
may be hidden. A processing record can temporarily refuse edits while a
lifecycle action runs.

A record may have several workflow tracks. Read the track label with its status
and action; one status alone does not describe every part of the process.

## Administration

Use **Settings → Users & Roles** or **Dealerships** for invitations and role
assignments. Authentication identity is shared within a provider environment,
but workspace membership, dealership scope and local roles remain specific to
Fleetlane. WorkOS sends authentication emails; integration and product mail settings
do not control them. See [sign-in and workspace access](https://docs.fleetlane.app/security/sign-in-and-access/).

Tenant **Settings** controls that organisation's business configuration. The
central **management portal** at the central address is for operators managing
tenants; it has separate access. Use the address provided for the work you need.

Source review: 1 October 2026, based on tenant routes, `TopNav`, `ClaimsPage`,
`VehicleDetailPage` and `ClaimDetailPage`. The navigation and selected record
screens were also inspected in the local `snz` tenant on that date. This does not
verify every role or dashboard widget calculation.
