After logging in, you will be on your Home page. The Home page includes Action Tiles for performing one-click actions, the sidebar Navigation menu and Topbar, plus various informational panels, such as Date Reports and the Task List.
The Topbar includes:
Icons for tracking Alerts
, Watched records
and Tasks
. a Quick Search field
.a User Preferences menu that appears when you hover over or click on your name or avatar.
searchable online Help
.
To move the items in the top bar, drag and drop into the desired location.
Finally, click the cog icon
located in the bottom left-hand corner or click the Application Settings Action Tile to access the Settings menu, used to perform system setup functions.
NOTE: The icon and the Settings menu is only visible to users having the proper role access.