Interface, profile, notifications, and installed app

The interface adapts its menu to your mode, role, and permissions. On mobile it presents the same work in a compact, touch-friendly layout.

On phones, a bottom bar keeps Home, My work, Reports, and More one tap away, and a floating button creates a report from any screen. More opens the rest of navigation in a panel you can close with its cross, by tapping outside, or by pressing Escape.

Availability: authenticated people; each additional option depends on the organization, permissions, browser, and device. Level: Basic.

What it is for

It helps you move among Home, Reports, and enabled areas, manage your account, choose a visual theme, receive alerts, and add ReportArea to the home screen.

Before you start

You need at least one active profile. ReportArea opens the primary profile when a session begins and shows the selected profile in Context · Profile, the top bar control.

Basic navigation

Home: summary of work visible to you.
Context · Profile: a single top bar control sums up the operational context and the current profile, with a dot in the customer colour. Opening it shows the full identity and offers Change context and Change profile as independent actions, each with its own dialog.
Reports: queues, filters, creation, and report details.
My work: assigned active tasks and field agenda; operational staff only. On phones it holds a fixed destination in the bottom bar and is also highlighted at the top of Home, including the number of assigned active jobs. On large screens it is the option right after Home under Operations.
Other sections, such as inventory, assets, customers, sales, or related companies, appear only when your mode and permission allow them.
The sidebar groups destinations under Operations, Customers, Work and resources, and Network. All four groups stay open: no destination hides behind a disclosure. The current destination is marked with an amber rail and firmer text.
New report and Search report or no. head the sidebar, so creating and searching are one click away from any screen. The search box also answers Ctrl+K (⌘K on Mac).
Settings is a footer link that opens its own index, with configuration destinations grouped into team and workflow, reports and closing, and asset structure. Each one carries a line explaining what it is for.
My work and Reports carry a counter with the live work waiting in each. A zero is not drawn.
The bell shows account notifications, identifies their source profile, and validates a context switch before opening a destination in another environment.
The theme switch changes between light and Petrol Night and remembers the choice on the device.
The person icon opens My profile and Sign out.

In supported areas, the floating help button starts or repeats a guided tour. Each tour begins with a general introduction and a short example of when it may be useful. It then points to the important sections with instructions that match what is shown. Progress can be saved to your account.

Use My profile

The profile lets you update your name, email, and password; review active and historical profiles; distinguish the current and primary profiles; create another environment; configure alerts; and manage each relationship when appropriate. Make primary chooses the environment for new sessions without switching the current one. Administrators can also adjust the selected organization's language, time zone, and currency. The time-zone field suggests matches by city or region and only accepts valid identifiers. Those preferences affect dates, public text, and new documents within that profile, not the whole account.

Configure notifications

Open My profile.
Under Notifications, activate this device and accept the browser permission.
Choose which events should alert you.
Save the preferences.

By default, alerts are enabled for tasks assigned to you, new reports in your line, and activity on your reports. Alerts for every new company report are optional and start disabled. Activating a device and selecting event types are separate controls. Activation must be repeated in every browser or device.

Install the app

If supported, use the browser's Install app or Add to Home Screen option. The installed version uses the Petrol Night icon, opens without the browser's usual interface, and may offer shortcuts to New report and My work.

When opened from its icon, ReportArea shows Sign in if the session has ended and goes directly to Home while the session remains active. Deep links keep their destination: public help under /help remains available without signing in, as do authorized public invitation or tracking links.

Rules and effects

Alerts require device permission and an enabled notification service.
The bell and device notifications may reflect recent activity, but the report itself is the final source of truth.
Changing the email requires verification again.
Changing the password closes sessions on other devices.

Required and optional

Required: an internet connection to view or change data. Optional: installing the app, allowing notifications, selecting events, changing the theme, and running tutorials.

Example

A technician installs ReportArea on a phone, enables assigned-task alerts, and opens My work from the shortcut. When a task is assigned, tapping the notification opens that report.

Limits and privacy

The installed app does not support offline work. Without a connection it only shows a retry screen; it does not store forms, messages, or attachments for later submission. On shared devices, avoid notifications and sign out after use.