Buttons & Menus

Primary action buttons are used to complete important actions on a page.

Examples include:

Primary buttons usually stand out more than other buttons.

Click the primary button when you are ready to complete the action shown on the button.

Icon buttons use an icon instead of a full text label.

Common icon buttons may include:

Hover over or click the icon to understand what action it performs.

Some buttons include a small arrow beside them.

This means the button has extra options.

For example, the Clock On button may include a dropdown arrow beside it.

Click the arrow to open the available options.

A three-dot menu opens additional actions for a specific item.

You may see this menu beside a role, user, record, message, or page item.

Click the three-dot icon to view more actions.

Common actions may include:

Tabs are used to switch between different views on the same page.

For example, the Dashboard may include:

The Roles page may include:

Click a tab to change the information shown on the page.

Checkboxes allow you to select or unselect an item.

A checkbox may be used when assigning permissions, selecting staff, choosing records, or applying settings.

To select an item, tick the checkbox.

To remove the selection, untick the checkbox.

Toggle buttons are used to turn a setting on or off.

A toggle usually has two states:

Click the toggle to change the setting.

Use toggles carefully because they may immediately enable or disable a feature.

Search fields help users quickly find information on a page.

Examples include:

Type a keyword into the search field to narrow the results.

Filter fields are used to narrow the list of items shown on a page.

For example, on the Roles page, the Filter field can help users search for a specific role.

Type the role name or keyword into the filter field.

The list will update based on the search term.

Some menu items can expand to show more options.

These items usually have an arrow beside them.

Click the arrow to expand or collapse the menu.

For example, the Child Safety menu may expand to show:

Some pages require users to save changes before they take effect.

Common confirmation buttons include:

Click the confirmation button after reviewing the information.

If you leave the page without saving, your changes may not be applied.

A button may appear disabled if the required information is missing.

For example, the Create Role button may stay disabled until the required role details are completed.

If a button is disabled, check that all required fields are filled in.

Required fields may include:

Some areas, such as announcements or messages, may include reaction buttons.

Reaction buttons let users respond quickly using icons such as:

Click a reaction button to add your response.

Some banners, pop-ups, or messages may include a close button.

The close button may appear as an X icon.

Click the X to dismiss the item.

The More Options menu may appear as three dots near the user profile, page item, or top navigation.

Click this menu to view additional actions.

The available options may change depending on where the menu appears.

Some buttons and menus may only appear for users with the correct permissions.

If a user cannot see a button, check their assigned role in Admin > Roles.

Some actions take effect immediately.

Other actions require users to click Save, Submit, or Create before changes are applied.

Always review changes before confirming an action.

If a button or menu does not respond: