What you see when you first log in will depend on your User type:
Users who have been assigned the System Manager licence part will be taken to the Users, Groups & Licences Module upon first login.
All other Users will be taken to the Desktop upon first login.
Users who have been assigned a privileged licence part may set their home page to a page of their choosing.
Note that when your browser's focus is set to the Agent Guidance window and you're not currently running a Record, pressing CTRL+F will bring down the Agent Guidance Search window that allows you to instantly jump to a Workflow or Campaign.
Main Menu Toolbar
The main menu toolbar appears at the top of every Agent Guidance screen. Depending on where you are in the application, a secondary toolbar may also be displayed.
Selecting the menu icon will display the main menu in full.
Displays the menu for the Section you are currently viewing. The example above shows the Users, Groups & Licences Module - the default homepage for Users assigned the System Manager licence part.
Expand or collapse a sub-menu
Add a Section item. In the example shown above, you could add a User or a Group.
Import item into the Section from an external source
Refresh Agent Guidance licence data from the Licensing Service.
Set the current Section as your homepage. When the Home button is clicked, the User will return to the homepage marked using this button. If the marked homepage is no longer available, the User will be redirected to the Desktop.
Toggle the main menu toolbar between folded and expanded. When folded, the toolbar will appear as a contrasting ribbon at the top the screen. Hover your mouse over this and the toolbar will reappear until the mouse is moved off again.
If the User logs out, they will automatically be logged out in all other tabs, browsers, or computers that they are connected to in the current Agent Guidance System as the same User.
