Click your name at the top right in Catacloud to open a dropdown menu with two main sections: a searchable client list at the top and four menu options at the bottom.
The client list – switch client and see what's pending
At the top of the menu you see all the clients you have access to. Use the Search clients... field to find one quickly – type in a name or organisation number.
Click a client to go straight to it. Some clients have a number next to their name and an arrow (^ / v) – click the arrow to see what's pending:
ACCOUNTING – number of vouchers sitting in the inbox that haven't been processed yet.
INVOICING – number of overdue invoices that haven't been paid.
The number next to the client name is the sum of both categories. No number means nothing is pending.
The four menu options
New company
Creates a new client or company directly from the menu. See separate guide: How do I create a new company?
Profile
Opens your personal profile page in Catacloud. The profile has four tabs:
Information – here you can add work experience, education and a biography, as well as link social accounts (LinkedIn, Facebook, GitHub, etc.). You can also edit contact information (email and mobile number are shown here).
Tasks – shows the tasks assigned to you. You can filter by incomplete, completed or all tasks.
Projects – shows the projects you are linked to, with client, progress and deadline.
Time tracking – shows your time entries. You can filter by billable/non-billable hours and switch between monthly, weekly and daily view. Click + New time entry to log hours.
On the profile page you can also click Change background to update the banner image, or Settings to go to the user settings.
Settings
Opens the user settings, where you can change your name, email, mobile number, profile picture, language, time zone, notifications and password. See separate guide: User settings: what can you change?
Sign out
Signs you out of Catacloud on this device.
Can't see a client you expect?
You most likely don't have access. Ask an administrator to invite you – this is done under Administration → Invite person. See also: Access control and user permissions