Navigating BOS

Botkeeper's Navigation Bar

The left-hand navigation features links to the Botkeeper Operating System's main functions.

Once you log in, the home screen contains a left side navigation that displays the following: 

 Within the navigation, you will find the following options:

  • Navigate by Client: Filters the entire Portal for a specific client. Client filter remains filtered until the filter is removed.
  • Work: A one-stop shop for all your assigned tasks. This is also where you can create new tasks.
  • Projects: See your work with us organized into projects based on client and type of Project (ex/ Month End Close, Accounts Payable, Clean Up).
  • Documents: Manage files, review existing files and/or store new files.
  • Portal Manager: Manage Portal access, user roles, clients, and Partner details

Please Note: When a client has been selected using the “Navigate by Client” filter, four additional features appear in the left side navigation: Transaction Manager, Smart Connect, Password Manager, and Business Insights.