EmmySoft
EmmyPortal

Navigation Overview

How to navigate EmmyPortal, use global search, and understand the sidebar.

Dashboard

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EmmyPortal opens on the dashboard. The home page is designed as a working overview rather than a static landing page.

Depending on tenant configuration and your permissions, the dashboard can include:

  • A greeting card with your name
  • A Last candidates card showing the five most recently updated active candidates across your accessible Projects
  • A Candidate interviews card that groups future and past interviews
  • A Market overview / analytics card when EmmyBI is enabled
  • An inline EmmyTalk panel on larger screens

Some tenants intentionally hide parts of the dashboard.

The dashboard is useful as a daily starting point because it combines recent candidate movement, interview activity, and shortcuts into one screen. It is especially helpful for users who monitor multiple Projects and want a quick sense of what changed since their last visit.

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Use the sidebar to navigate between:

  • Home
  • Projects
  • Candidates
  • EmmyBI (if enabled)
  • EmmyTalk
  • Company Analysis (if enabled)

Some entries may be hidden based on configuration.

The sidebar also includes a quick-access project list below the main Projects entry. It shows recently opened Projects and a shortcut to the full Projects page.

If EmmyBI is enabled, the sidebar expands into these dashboard entries:

  • Current
  • History
  • Target companies (if enabled)

Internal users with internal portal enabled may also see bottom links to EmmyCore and EmmyScore.

This means the sidebar is not only a navigation tool, but also a visibility map of what is enabled for your tenant. If a section is missing, this usually means the feature is hidden by configuration or not licensed for your account.

The header includes:

  • Global search
  • Notifications
  • Account menu (language switch, and for some internal users: an Admin Console link)

Some internal users may also see a sync status indicator in the header.

The sync indicator is a best-effort freshness signal for data synchronized from EmmyCore. It is mainly relevant for internal portal users.

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Notifications

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Select the bell icon in the header to open the notifications overlay.

The overlay is split into:

  • Unread notifications
  • Read notifications

What you can do there:

  • Open a notification to navigate directly to the linked Project or Candidate
  • Mark a single notification as read by opening it
  • Mark all unread notifications as read with Mark all as read
  • Expand older read notifications to see more than the initial list

Unread notifications are visually highlighted in the list.

The notification overlay only shows entries that can be resolved to a visible Project or Candidate context.

On supported devices and browsers, the portal can also refresh its in-app notification list when push notifications arrive.

For users who work across many Projects, the notification overlay acts as a lightweight task inbox. Instead of searching manually, you can jump directly into the Project or Candidate that triggered the notification.

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The global search in the header searches within the Projects and Candidates you already have access to.

Search results are split into:

  • Projects
  • Candidates

Candidate results can include the candidate name, Project name, and client name. Project results can include the Project name, client name, and current status.

Search does not request access to additional Projects. It only searches within already loaded data.

This makes the header search best suited for fast navigation. It is especially useful when you already know part of a Project name, candidate name, client name, or other identifying detail and want to jump there directly.

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