# Getting around

Category: Getting started. Updated 2026-11-13.

Cablefolio is a tree — clients, then their properties, then rooms, racks, devices, and cable runs — and this page shows the ways around it on a phone and on a desktop.

## The home page

Press the **Cablefolio** name at the left of the header to come back here from anywhere. The home page, **Clients**, shows totals and charts across every client (including **Needs attention** and the **Activity** of the last 30 days), then **Pinned**, then **All clients** as a **Table** or as **Cards**, and **Recent changes**.

## The header

- **Search…** finds anything by name, address, serial, IP, label, or note. See [Search and shortcuts](https://cablefolio.com/help/search-and-shortcuts/).
- On a phone, the camera button beside it is **Scan a code**, which opens the page of one of this app's QR labels. See [Labels and QR codes](https://cablefolio.com/help/labels-and-qr-codes/#scan-a-label-to-open-its-page).
- The views: **Resources** opens one table per record type across every client, **Racks** lists every rack, **Stock** shows the places kit is kept, and **Property map** shows every property on a map. On a phone they sit behind the **Views** button; on a narrower desktop they show as icons, and holding the pointer over one names it.
- The gear opens **Settings**.
- Your picture (or initials) opens your account menu: **Profile**, and **Sign out**, which ends your session on this device.

## Open Settings

Press the gear. **Settings** is a page; on a desktop the rail beside it lists its sections, and on a phone the page itself is the list.

- **Your account:** **Security** and **Appearance**. Your **Profile** is in the account menu.
- **Workspace:** **Naming scheme**, **Presets**, and **Checklist templates**; an owner or admin also sees **Accounts** and **Report branding**.
- **Developers:** **API tokens** and **API reference**; an owner or admin also sees **Webhooks**.
- **Data:** **Offline** and **Recycle bin**.
- **Help:** this **User guide**, **What’s new**, **Accessibility**, **Privacy**, and **Keyboard shortcuts**.

## Change the theme

1. Open **Settings**, then **Appearance**.
2. Choose **System**, **Light**, or **Dark**. **System** follows this device's setting.

The command palette (`Ctrl+K`) also offers **Switch theme to …**.

In the dark theme the map pictures — the property map, a property's map, and the map of where photos were taken — are drawn in a dark style too.

## Find your way with the breadcrumb

Every page under a client starts with a trail: **Clients**, then the client, the property, the room, and so on down to the page you are on. Press any step to go there; the arrow at its start goes up one level. The trail stays on one line: when it is wider than the screen, the steps in the middle shorten first, then **Clients**, and the page you are on last. A shortened step still goes where it did, and shows its whole name when you hold the pointer over it. On a phone the steps between **Clients** and the page's parent fold into one **…** button; press it for a list of them.

## Use the tree on a desktop

On a desktop-width screen a rail sits beside the page.

- On the home page it lists **Property map** and your clients. Type in **Find a client by name or ID** to reach one that is not on the first page.
- Inside a client it shows **All clients** and that client's whole tree. Press a row to open it; the arrow beside it opens or closes it.
- With a row focused, the arrow keys move around, `Enter` opens it, and `Shift+F10` or the menu key opens its actions (**Duplicate**, **Delete**).
- Drag a device onto another room, rack, or shelf of the same property to move it. A sheet asks **Move …?** and lists any links the move would break; press **Move** to go ahead.
- On a Settings page the rail lists the sections of Settings instead, with **All clients** at its head.
- The circled chevron on the rail's edge, or `Ctrl+B`, hides and shows it. The choice is remembered on this device.

## Star a place

On any client, property, room, rack, device, or run page, press the star beside its name. Starred places are listed under **Pinned** on the home page and come first in the command palette. Pages you open join **Recently viewed**; **Clear** empties that list. Both are kept on this device.

## Check what needs attention

The **Needs attention** card counts what is missing or wrong across every client — devices without an IP address, warranties ending within 90 days, runs never tested or failed, pathways over capacity, pinned danger flags, and more. Press a line to open the **Needs attention** page, which names every record behind the count with a link to fix it. Each device wears its own type's icon, and dates read the way your device writes them.

## Phone or desktop

- On a phone there is no tree: use the breadcrumb and each page's lists, which are rows you tap. A page's side sections (report, photos, files, notes, history) follow its main column.
- On a desktop, lists become tables with a column per fact, and the side sections sit beside the main column.
- The rack, floor plan, ports, and topology pages put a palette on the left and the selected thing's details on the right on a desktop. The editor's own controls sit in one toolbar row above the drawing, ending with **Hide panels** (or `Ctrl+H`), which gives the drawing the whole width.

Next: [Places and devices](https://cablefolio.com/help/places-and-devices/).

## More help

- [Next: Search and shortcuts](https://cablefolio.com/help/search-and-shortcuts/)
- [Contact support](https://cablefolio.com/support/)
