What it's forGet anywhere in two keystrokes. The menu and search only show what your persona can use.
Who it's forEvery member of a firm's team, whatever their persona.
Step by step
- Step 1: The side menuGroups are Home, Inbox & work, Building, Strata & committee, Reports and Admin & help. Click a group to open it. Pages tagged Pro are Premium; if your firm isn't on Premium they stay visible but open the upgrade page.
- Step 2: Collapse the menuPress Ctrl+B (⌘B on a Mac) or Collapse menu to give pages more room.
- Step 3: Open searchPress ⌘K (Ctrl+K on Windows), or / when you're not typing in a box, or click the search bar at the top.
- Step 4: Search records, pages and actionsType a name, email, address, plan number (SP 70412), lot, work order number (WO-000123) or words from a document. Results are grouped: Recent, Pages, Actions (like New work order or Add a trade) and records. Use ↑ ↓ and Enter; Esc closes.
- Step 5: Ask the assistant from searchThe last row, Ask StrataWorx AI, hands your words to the assistant as a question.
- Step 6: Your account menuYour initials (top right) open Your account & security, Learning centre and Sign out everywhere; administrators also get Firm settings, Branding, Team & personas, Audit log and View as a strata manager.
Tips
- Search only shows what your persona can see, so two people may get different results for the same words.
- Pages remember your filters and rows per page (5 by default, up to 25).
Common problems
A page I expected isn't in the menu.
Your persona doesn't include it. Ask an administrator to change your persona under Team & personas.
Previous and next follow the Start here section.