A tour of StaffMargin

StaffMargin has one layout everywhere: a sidebar on the left to move between sections, a top bar for search and quick actions, and the page itself in the middle. Learn those three and you can find anything. This tour walks through each, then shows you how to read the dashboard.

If you have not added any data yet, start with the quickstart. The tour reads better once you have a person, a client, and a project in place.

The sidebar

The sidebar groups every page into four sections, following how the app fits together.

• Overview holds the Dashboard, your single view of revenue, cost, and margin.
• Company is who and what you bill: Employees, Clients, Partners, Projects, and Holiday calendars.
• Financial is the money behind each person: Salaries, Costs, and Payroll rules (the per-country employer-cost engine).
• Administration is the workspace itself: Import data, Users, Roles, Organisation, and Billing.

Your own profile sits at the bottom of the sidebar. Click your name to manage your profile or to sign out.

You may not see every page. StaffMargin hides what your role cannot open, and some pages depend on your plan. See roles and permissions for what controls visibility.

The top bar

The top bar is the same on every page. It has three things worth knowing.

Search anything

The search box on the left opens the command palette. Press Cmd+K (Ctrl+K on Windows) from anywhere, type a few letters, and jump straight to a page or an action.

Add anything

The green + Add button on the right is the quick-add launcher. It lists the things you can create, like an employee, a client, or a cost, without leaving the page you are on.

The far right of the top bar holds your language switch, the light and dark theme toggle, and your account avatar.

Your dashboard

The Dashboard is where the numbers come together. Set the period and the reporting currency at the top, then read the result.

The summary cards show revenue, operating margin, salary cost, and direct margin for the period. The chart below ranks loaded margin by employee. Under that, a switcher moves the same view between employees, projects, clients, vendors, and salaries, so you can see margin from whichever angle you need. Click any employee row to open that person’s detail.

Everything on the dashboard is billing minus loaded cost. If a number looks off, it usually traces back to a missing salary or an unallocated cost. See how margin is calculated.

Get around fast

Two habits make the app quick:

• Press Cmd+K to search instead of hunting through the sidebar.
• Use + Add to create from anywhere, then carry on with what you were doing.

When you have a lot to load at once, skip the forms and use import data to bring in employees, clients, projects, costs, and salaries from CSV.

Related

• Quickstart
• How margin is calculated
• Roles and permissions
• Employees
• Import data

FAQ

How do I search in StaffMargin?

Press Cmd+K (Ctrl+K on Windows), or click the search box in the top bar. Type a few letters to jump to a page or a create action.

How do I add something quickly?

Click the green + Add button in the top bar. It lists what you can create (employee, client, project, cost and more) without leaving the current page.

Why can't I see some pages in the sidebar?

StaffMargin hides pages your role cannot open, and a few depend on your plan. See roles and permissions.

How do I change the reporting currency on the dashboard?

Use the currency control at the top of the dashboard. StaffMargin converts every figure into that currency using stored historical rates. See multi-currency and historical rates.

How do I switch language or dark mode?

Both are on the right of the top bar: a language switch and a light and dark theme toggle.

Where do I manage my account?

Click your name at the bottom of the sidebar to manage your profile or to sign out.