Kapta User Interface Overview

Introduction to the Kapta UI

The Kapta User Interface (UI) provides a consistent and intuitive experience for managing your customer accounts. Your access to specific features depends on your user role and your company's licensed features.

Consistent Core Elements

No matter where you navigate within Kapta, these key elements remain accessible:

• Left Menu: Your primary navigation tool to access Dashboard, Accounts, Team, Portfolio, QBRs, Risks, Products, and Reports
• Search Field: Located at the top, allows you to find information across accounts, contacts, notes, and users
• Top Right Elements: Contains the help center link and your username (access to profile and logout)
• Create New Button: Always available for quick creation of notes, tasks, risks, accounts, opportunities, and contacts

User Roles and Permissions

Your role determines what you can see and do within Kapta:

• Admins: Have the highest level of access, including Settings (company preferences, custom fields, metrics configuration, VOC survey questions) and Data (user management, contacts, products, data downloads)
• Account Managers: Access to team contracts and metrics, among other features
• Contributors: More limited permissions than Account Managers

Navigation and Data Views

Left Menu Options

The left menu provides access to key areas of the platform. Available options may vary based on your role and company's licensed features.

Search Functionality

The search field at the top allows you to quickly find information by entering keywords. Results may include accounts, contacts, notes, or users. Click any result to open the corresponding item.

User Profile

Access your profile by clicking your name in the top right corner. Your profile shows:

• Overview of your current work based on active account filters
• Current contracts, SWOT/VOC data, action plans, QBRs
• Top contacts and recent activity
• Opportunities and pipeline breakdown
• Calendar with scheduled events

Data Filtering System

Filters are crucial for managing your view of data in Kapta:

• Default View: By default, data displayed is for all accounts (unless a specific account is open)
• Account Filters: Narrow data to "only your accounts" or "accounts for which you are an owner/contributor"
• Filter Persistence: Filters remain active until manually reset - if data looks incorrect, always check your filter settings first
• Contextual Filters: Additional filtering options appear throughout the UI in various sections (contact lists, notes tabs, task tabs, plan tabs)

Calendar and Task Management

• The calendar displays QBRs, events, and tasks with due dates
• Filter calendar views to focus on specific event types
• Task and action list views provide additional sorting and filtering options

Reports

• The "Reports" link appears in many sections throughout Kapta
• Available reports depend on your location in the UI:
  • Dashboard reports provide portfolio-level data
  • Account-specific reports focus on individual account details
• Reports are configured by administrators

The Create New Button

The prominent "Create New" button allows you to:

• Quickly add notes, tasks, or risks
• Begin the process of setting up new accounts, opportunities, or contacts
• For administrators: Create new Kapta users

Important Tips

• Always check your account filter if data appears incorrect or incomplete
• Your user role determines which features you can access