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Documentation 8.4

C00083~1_img1   Phase 3: Portal > Top bar

 

Contains the icons corresponding to the principal functionalities of Deyel. Allows quick access to them by clicking on the icons.

 

 

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Bar Elements

 

 boton_mas Context Menu

 

It allows to create a new instance of the forms or starting a new case of the processes, to which the user has access. By clicking on the icon or hovering over it, a context menu is displayed.

 

 

clip0012 Logo

 

Deyel allows to personalize the solution incorporating the company logo. For a better display, it is recommended an image up to 40 pixels high. To add or to delete the logo, the user must click on the pencil icon and a menu with the available options is displayed.

 

Entry

Selecting the "Upload" option opens a window with the user's local files.

The file that contains the desired image to incorporate into the bar must be selected.

 

Deletion

The "Delete" option must be selected.

 

 

Inicio1 Home

 

Positions the user in the initial panel of the solution in which he was authenticated, closing the menu option currently open.

 

 

ACCESO~1rwefww555721gg_img5 Tasks

 

Show the total number of tasks that the user has pending execution. Clicking on this icon the list of the last three tasks assigned to the user and the corresponding action buttons available are displayed. At the end of the list it is displayed a link of all my tasks to access the tasks grid of the user.

L0124-~1_img22 Calendars

 

It is used to show and manage the Calendars available for the user.

 

L0124-~1_img23 Cases

 

It is used to access the cases initiated by the user themselves. If the user is a coordinator, they also display the cases initiated by the members of their team.

ACCESO~1rwefww5d55761gg_img5 Messages

 

It is used to exchange messages and participate in conversations related to tasks, accessing the resources and benefits provided by the Tedis business social networking.

 

 

IconoInvitar Invite

 

Allows to make invitations to external users so that they can join in using the environment.

 

 

Iconos_img6 Profile

 

It is used to quickly display a summary of the user data:

 

Name

Email

State for the messenger service

 

 

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The following options are also enabled:

 

My Profile

This option allows to manage the user profile data.

 

Change Password

Allows the user to change their password. This option is only available when the authentication method of the users include the Native Authentication, where the key words are verified by Deyel.

 

My Preferences

Allows the user to easily define the values of a set of properties. Each of these properties can also be modified in the environment configuration.

 

Add Account

Allows to open portal sessions in new tabs of the browser with the same or different users. This option is enabled by modeling the configurable property Allow multiple user sessions with the same browser.

 

Start Tour

Allows to use a guide for first steps in Deyel, being able to select different options:

To watch an introductory video

To model a form

To ask doubts through the Deyel Bot

To access the training phases online

This option is enabled by modeling the configurable property Show tour modal, within the user preferences.

 

Download App

Allows to download the Deyel App in iOS and Android devices. This download can be made manually or by scanning a QR code.

 

Documentation

It has the reference to the user manual of Deyel.

 

About Deyel

Information related to the environment and the licensing of the solutions in use is displayed.

 

 

L0106-~1_img11

 

 

Logout

Logs the user out and returns to the login window of portal access, for a new login.

If a user is logged in with IDM federated authentication and the property Logout URL of the adapter is defined, the user is redirected to the indicated URL to close that session.

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