Use the app
Reference2 minFoundation
This section is for the people who use the apps: those who add requests, approve them and look things up. You do not need to know how the app was built. When something depends on that, these pages say “your administrator”.
Start with signing in and finding your way. After that, the pages about records cover most of a working day.
Sign inSign in, enter a verification code and reset a forgotten password.Find your way aroundSwitch apps, open modules and get back to where you were.Lists of recordsThe table of a module, its buttons, row actions and shortcuts.Search, filter and save a listNarrow a long list and keep your filters under a name.Switch viewsTable, Kanban board, schedule, spreadsheet and more.Add a recordFill in a form and save a new record.The record pageHeader, buttons, tabs and details of one record.Edit a recordChange a record from its page or with a quick edit.Related recordsOpen, add, preview and compare linked records.Notes and filesComment on a record and attach files and folders.Record historySee who handled each approval step, and when.
What is the quickest way in?
Section titled “What is the quickest way in?”If you have a few minutes, read A tour of App space. It names every part of the screen once, and the rest of this section uses those names.
What's next
Sign in, verify and reset your passwordSign in to your Beezr workspace, handle the verification code and the other steps that can follow, and reset a forgotten password.Find your way aroundMove between apps, open the module you need, add a record from the menu and get back to where you were, using the menu, breadcrumbs and top bar.
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