Tenant Portal Overview

The tenant portal is the main workspace for day-to-day lab operations after you sign in. Receptionists create invoices, technicians track samples and results, and managers review dashboards and reports — all from a single browser-based application.

Who should read this?

Front-desk staff should continue to Invoices and Patients. Lab technicians should read Laboratory. Lab owners configure the system via Lab Administration and toolbar Settings.

What the tenant portal covers

Area	Route	Purpose
Dashboard	/dashboard	KPIs, charts, quick actions
Invoices	/invoices	Billing, payments, report delivery
Patients	/patients	Patient registry (MR numbers)
Collection centers	/collection-centers	Branch / franchise locations
Home sampling	/home-sampling	Public booking requests
Laboratory	/lab/*	Samples, results, analyzers
Reports	/reports/*	Financial and operational analytics
Billing	/billing/history	Subscription and payments
Account	/account	Profile, 2FA, logo, layout

Navigation structure

The sidebar (or top bar — see Account & Profile) groups routes into logical sections:

flowchart TB
  subgraph Overview
    D[Dashboard]
  end
  subgraph Clinic
    I[Invoices]
    P[Patients]
    CC[Collection Centers]
    HS[Home Sampling]
  end
  subgraph Laboratory
    S[Samples]
    R[Results]
    A[Analyzers]
  end
  subgraph Account
    B[Billing]
    AC[Settings / Account]
  end
  D --> I
  I --> S
  S --> R

Sidebar group	Items
Overview	Dashboard
Clinic	Invoices, Patients, Collection Centers, Home Sampling
Laboratory	Samples, Results, Analyzers (plan-gated)
Reference laboratory	B2B reference lab (Reference plan only)
Reports	Collapsible group — eight report types
Account	Billing, Settings

The toolbar (top-right) duplicates key actions: quick invoice, settings grid, notifications, theme, language, Reports menu, Administration menu, and account menu. See Navigation & Toolbar.

Plan gating

Some navigation items and features appear only when your subscription plan includes them.

Feature	Plans
Analyzers nav link + dashboard “Active analyzers”	Gold, Platinum, Diamond, Reference
Reference laboratory module	Reference only
Monthly invoice limit	Bronze 300 → Reference 3,000 (see Billing usage)
Collection centers cap	2–15 depending on plan
Users cap	5–30 depending on plan

Analyzer integration

If your plan does not include analyzers, the Analyzers item is hidden from the Laboratory group. You can still enter results manually. See Connect an analyzer when you upgrade.

Read-only mode

When a tenant is in read-only mode (isReadonly or isLocked on the account):

• A red Read-only mode banner appears below the header with the lock reason.
• Create, edit, and delete actions are disabled across invoices, patients, collection centers, home sampling, and settings dialogs.
• The toolbar Create invoice button (pen icon) is disabled.
• Dashboard New invoice quick action is disabled.
• Account settings show a read-only warning; profile save is blocked.

Typical causes: trial expired, subscription lapsed, or account locked by platform admin.

Recovery:

1. Open Subscribe now from the banner → /billing/plans, or
2. If on the Free plan, click Activate free plan on the banner.

Full details: Read-Only Mode.

Trial banner

During an active trial, a countdown banner shows remaining time. When it reaches zero, the account may switch to read-only until you subscribe.

Related documentation

• Create your first invoice
• Enter & verify results
• Lab Administration — users, roles, test catalog, referrals
• Public patient portal — online reports and home sampling bookings
• Security & 2FA