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Navigating the App

WebWorkstationMobile

ZynoSuite is organized around two main places: the Home Launcher you land on after sign-in, and the sidebar (Quick Action Bar) that keeps apps, status, help, and account controls available while you work.

Home Launcher

After you sign in, the Home Launcher shows the apps your account can open—such as Customers & Contacts (ZynoCRM), ZynoSales, ZynoTalk, ZynoInventory, ZynoForms, ZynoDisplay, ZynoHosting, ZynoRMM, and Admin when enabled.

Home Launcher with ZynoSuite app tiles arranged in a grid
Use the launcher grid to open the modules your role can access.

Select an app tile to open it. Only apps allowed by your role and organization appear. See Home Launcher for missing-app reasons and ZynoSales shortcuts.

Return to the launcher

Select the ZynoSuite brand name at the top of the sidebar. On mobile web layouts, use the navigation menu in the top bar when the full sidebar is collapsed.

The Quick Action Bar is the always-available set of navigation, status, help, and account controls. In the current interface, these controls live in the left sidebar and its status dock—not as a separate top toolbar.

ZynoSuite sidebar showing status dock, app navigation, help, and user controls
The sidebar keeps app navigation, status, help, and account controls available across the workspace.
AreaWhat it does
Brand headerReturns to the Home Launcher
Status dockPhone status, incoming calls, waiting check-ins, and notification prompts when relevant
App navigationLists the apps and shortcuts your account can access
Update rowShows Update available when the app needs a reload
HelpOpens support and help resources
User stripPassword, fingerprints (Workstation), organization switching, logout

Not every row appears for every account. ZynoTalk phone status, check-ins, and Admin only show when they apply. Full detail is in Quick Action Bar.

User menu

Select your user strip at the bottom of the sidebar. Depending on platform and permissions, you may see:

  • Change Password
  • Manage Fingerprints (Workstation)
  • Switch Tenant (when your account belongs to more than one organization; not shown on Workstation)
  • Logout

If you are impersonating another user, the user strip shows that state so you can exit impersonation.

Switching between modules

You do not need to return to the launcher for every switch:

  • Use sidebar app links (and ZynoSales subapps such as Salespoint or Bookings) to move between tools.
  • Use the status dock for check-ins, softphone, and notification setup without leaving your current page.
  • Use browser back/forward as usual on web.

Still need help?

Can’t find what you’re looking for? Our support team is happy to help.