Navigate CapitalOS and Understand Module Access

Find organization modules and understand why navigation can differ between users and organizations.

Before you begin

Select the correct organization and identify the task you need to complete. CapitalOS navigation is contextual: it can change with screen size, organization configuration, enabled modules, subscription capabilities, and your assigned access.

How it works

The organization navigation is the main route into product workflow and operations modules. Research, Quotation, Testing, Returns, Products, Orders, Communications, Finance, Spreadsheets, Imports, notifications, feature requests, and settings appear only when the current context allows them.

Portfolio pages are separate cross-organization views for supported data. Account settings belong to the signed-in person, while organization settings affect the active organization. On smaller screens, the same destinations can be presented through a compact navigation control.

Step-by-step

Confirm the active organization in the application navigation.
Choose the module whose records you need rather than starting from a similarly named settings page.
Use the module’s page header, tabs, filters, and search to narrow the workspace.
Open a row or card when you need record-level detail.
Follow linked records only after noting the module and organization you are leaving.
Use notifications to return to supported activity and portfolio views for authorized cross-organization summaries.
Open personal account settings for your own security or MCP controls; open organization settings for members, modules, integrations, alerts, and shared configuration.

Check your result

The page title and active navigation item match the intended module. The records belong to the selected organization, and any detail page returns to the correct list. Account and organization changes are being made in the correct settings area.

Common problems

A navigation item is missing: the module may be disabled for the organization or unavailable to your role. Compare with the organization’s Modules and Roles settings through an administrator.

A direct link returns you elsewhere: CapitalOS can redirect when the organization identifier is outdated, the route is unavailable, or the current user lacks the required context.

The page appears empty: check search, saved filters, date range, tab, platform selection, and organization context.

Mobile navigation looks different: use the compact menu; the underlying organization and permission rules remain the same.

Permissions and data notes

A visible navigation item indicates an available entry point, not permission to every action inside the module. Buttons, fields, settings, and linked records can have additional checks. Access is organization-specific, so two users—or the same user in two organizations—can see different navigation.