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.
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:
Main screen
After login you will be met by the main screen. The main screen has 5 areas:
Main menu where you select data area and access supporting features
Headline bar with global search and work mode selector
Toolbars where you select what to see and how to see it in the data grid below
Left-side categorizers and searches where you select which items to load in the main grid
Main grid where items and data are viewed and edited
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:
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