Introduction

The Perfion Web Client is a browser-based tool that enables users to manage items and data in a browser. The Perfion Web Client also allows administrators to set up and configure the system.

Image Removed

Authentication

The Perfion Web Client can be accessed from any modern web browser. The specific link to the application is decided and set up by each customer and should be provided by an administrator in your organization.

Login page

When you open the application, you are presented with a login page. In the login form you type in your Perfion credentials and click on the login button:

Image Removed

Main screen

After login you will be met by the main screen. The main screen has 5 areas:

1. Main menu where you select data area and access supporting features

2. Headline bar with global search and work mode selector

3. Toolbars where you select what to see and how to see it in the data grid below

4. Left-side categorizers and searches where you select which items to load in the main grid

5. Main grid where items and data are viewed and edited

Image Removed

The choice you make in the main menu (area 1) determines the options you will have in remaining areas. Please refer to relevant sub-chapter for detailed information:

Select a topic from the menu on the right to learn how to use Perfion.

Image Added