Sign In and Get Started

Use the application link your company gave you to open the Sign In page. Depending on the configuration done by your IT Security Manager, you can sign in using one of these methods.

  • Enter your application user ID and password.

  • Click the Company Single Sign On button and sign in using your Single Sign-On (SSO) credentials. By using SSO, you can seamlessly access different applications without having to authenticate yourself each time.

How can I quickly go to the page I'm looking for to do my tasks?

Here's what you can try:

  • Global Search: Enter the search keyword in the global search field to find what you want to work on and open the corresponding page from the search results.

    If you don't get what you're looking for in the search, try the Navigator.

  • Navigator: Click the Navigator icon on the global header and select the required work area.

    NHow to access navigator icon on global header

    Tip: If you're not sure which category to look under, click Show More to see all the work areas in all categories.

Keep reading to learn more about the search, the Navigator, and other options for getting to your page.

Home Page

Your home page shows a global header, which you can find on every page of your application. The global header contains some icons, the Navigator, and your user image or name. You can use them to get to the tasks you want to accomplish. You can click your user image or name to open the Settings and Actions menu.

You can use the work area icons in the Apps section of your home page to get to the work areas and do your tasks. If you don't find any work area icons in the Apps section, look for them in the Navigator. That's because the Navigator contains the full list of work areas that you have access to. Related work area icons are arranged in specific groups in the Navigator. These groups appear as tabs in the Apps section.

Here's how your home page looks, with the default news feed layout.

The news feed layout of your home page showing the several UI elements, such as the Navigator, Settings and Actions menu, tabs, work area icons in the Apps section, and Quick Actions section.

Callout Number

UI Element

What You Use It For



Open any of the work areas that you have access to.


Other global header functionality

Use tools such as Global Search, Watchlist, and Favorites to see or get to what you need to work on. At any point, if you want to return to your home page from any page, you can click the Home icon or the logo in the global header.


Settings and Actions menu

To open this menu, click your user image or name in the global header. Do some general tasks, for example, change your preferences, show help icons if they're hidden, and sign out.



See a set of work area icons and quick actions for a related set of tasks. These tabs correspond to groups in the Navigator.


Work area icons in the Apps section

Open your work areas from the group of icons on the home page. For example, click the Getting Started icon to open the Getting Started work area, where you can see materials that help you get going in the application. You can also show or hide specific work area icons using the Personalize Springboard icon.

Here are a few things to know:

  • What icons you see in the Apps section depends on the tab you select.

  • If you're looking for any standalone work area, such as Setup and Maintenance, check in the Others tab.

  • If you can't see any tabs, it means you just have one visible group. In such cases, all work area icons in that group appear at the top level in the Apps section.


Quick Actions section

Go straight to some key tasks in the selected group. You can use Show More to see all quick actions in each group sorted alphabetically.

Note: You might see changes in icons, colors, and shapes of some UI components.

You might also find some important information displayed in specific sections of your home page. This table lists the sections and describes what you use them for.


What You Use It For

Things to Finish

View a list of your open notifications, and take required actions. For example, you can approve or reject a new notification even without opening it.

News and Announcements

Read all relevant news, such as articles, events, and insights.

Note: What information you see in this section depends on your user role.


View infolets, mostly arranged in tabs. If you see an infolet's content at the top level (without any tabs), that means you have just one visible infolet.

An infolet is a small interactive widget that gives you key information and shows you what's going on in the areas you work on. You might also find something that you need to follow up on.

Note: If you see different section names in your home page, that's because your administrator renamed them while setting up your home page.

Ways to Find Key Tasks in the Global Header

Let's take a closer look at how to find key tasks using the icons in the global header.

The global header showing UI elements for the key tasks, such as the global search, home, favorites and recent items, watchlist, and notification icons, and the Settings and Actions menu.

Callout Number

UI Element

What You Use It For


Global Search

Find what you want to work on and open the corresponding page from the search results.



Return to the home page.


Favorites and Recent Items

Bookmark pages or go back to those you recently opened.

In some cases, what gets recorded as a favorite or recent item might not open up the exact page you expect.



Open pages for key items that you're tracking.



See informational messages and tasks that you must act on.


Settings and Actions menu

To open this menu, click your user image or name in the global header. Here are a few tasks you can do using this menu:

  • Set your preferences. For example, change your password or set your language and accessibility preferences.

  • Switch to use the application as someone else, if you're authorized to do so.

  • Help troubleshoot problems if you run into any.

The options you see in this menu depend on your role. For example, an administrator can see more options to configure the application.

Note: The Search, Favorites and Recent Items, and Watchlist features aren't available for all pages. In some work areas, such as Functional Setup Manager, the Favorites and Recent Items icon may not work as expected. See Why am I not able to save a Functional Setup Manager task page to my favorites list?

Other Home Page Layouts

If your home page looks different, don't worry! That's because your administrator chose your home page layout as panel or banner, or a news feed layout with a different look and feel.

Here's a news feed layout with a different look and feel.

The home page layout showing the news feed layout with different look and feel.

And here's the panel layout. The banner layout looks similar, but a horizontal banner appears in the upper region of the home page.

The home page showing the panel layout.

Whichever layout you're using, you can do similar tasks but some UI elements you use to do your tasks look different in the panel or banner layout. Let's take a look at such UI elements.

Callout Number

UI Element

What You Use It For


Page control

Open a specific view on your home page.

  • The first icon, Welcome Springboard, takes you to the work area icons.

  • Most other icons in the page control take you to a page with infolets.

Tip: Aside from using the page control icons to navigate between views, you can use the Next and Previous icons, if available, on the sides of the home page.


Work area icons

Open your work areas. You might come across some work area icons that contain three dots, which indicate that they're actually group icons. When you click a group icon, all the work area icons within that group appear, and you can click any of them depending on which work area you want to go to. For example, click the Tools icon and then click Set Preferences to set your general preferences in the application.


Panel displaying information

View company announcements or social networking conversations. If you have a banner layout, you see this information in a banner.