Your home screen by role
TELMAAR has one address for everyone, /app, but what you see there depends on your role in the active company. Eight roles each get a dashboard tailored to what that role needs to do.
How to read your home screen
- 1Log in and open /app: you automatically get the dashboard that matches your role, with nothing to choose yourself.
- 2For owner, finance manager, bookkeeper and sales, the Action needed panel sits at the top, also known as the Action Center: signals sorted by impact, such as overdue invoices or a quote about to expire.
- 3Below it runs the job-to-cash bar, with the steps Requests, Quotes, Scheduled, In progress, To invoice and Paid, each showing the count and the amount currently in it.
- 4External accountant and read-only see the same figures, but without quick actions and without buttons to change anything.
- 5Employee and project manager see a lighter version focused on their own day: no financial figures for the employee, but a team and planning overview for the project manager.
- 6If you have no role in the active company, you get a neutral screen without figures instead of an error message.
Why don't I see any amounts on my dashboard?
That comes from your role. Employee and technician don't see financial figures, and anyone without a role in the active company gets a neutral screen without figures.
I just switched roles but still see the old dashboard. What now?
Give it a moment: the session role is cached for sixty seconds. Reload the page after a minute and the correct dashboard appears.
Last checked on 4 September 2026
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