Startpage

After logging in the startpage will be opened. Users can customize their startpage to a dashboard with up to six widgets. Each widget can be set to show the information most relevant to the User.

The menu bar (top left) gives access to all applications the User is allowed to enter. The options at the top right control personal settings, tasks and support.

The Startpage has 3 sections

1. Menu: Applicaties, Information and Masters
2. Settings:
Refresh data
Tasks
Search
Settings;
- Tab General (languages NL/ENG/DE)
- Tab Startup of applications
- Tab Alerts
- Tab Tasks (mail notifications)
- Tab Office 365 (optional tab: User's login)
Support
Help
3. Widgets: Customize your startpage Define your Startpage

Menu

Top left you will find all features:

Applications - Planning, time sheets, invoicing etc.
Information - Output and reporting options
Masters - For set-up and maintenance of your environment

Use Profiles (and connect them to Resources) to set-up acces to the relevant features for your users.

Options

Refresh: Refresh the whole page

Tasks: Task assigned to the active user

Search: Search projects, clients or resources and open them in the desired application (use your right mouse button)

Settings: Choose a Language; English, German or Dutch. Choose which application should open directly after login and define for which action an allert email should be send.

Support: Search the knowledge base or submit a request

Help: Go to the support site

Widgets

Use widgets to define your own startpage. Click on configure to change an existing widget or replace this widget. Click on the grey 'Plus' to add widgets.

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