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Dashboard

Overview​

After login, staff use the top menu (Inventory, Purchase, Sales, Admin, Report) to reach each backend area.

Purpose​

Provide a consistent entry point for daily admin work without using the participant portal.

Features​

  • Role-based menu visibility.
  • Sub-tabs per module (for example Sales → Customer, Quote, Sales).
  • + New and search on list screens.

Workflow​

There is no separate dashboard tile in all builds; navigation starts from the menu bar.

Steps

  1. Sign in to the admin URL.
  2. Choose the module for your task.
  3. Open the sub-tab (list or form).
  4. Complete save or confirm actions.
  5. Sign out on shared PCs.

Validation Rules​

RuleDetail
SessionExpired sessions redirect to login
RoleMenus hide modules you are not allowed to use
EnvironmentConfirm hostname (test vs production) before data entry

Screenshot Section​

Admin navigation and module entry

Replace with a capture of your landing menu or home module.

Summary​

Know your module and sub-tab before entering data. Deep workflow guides live in the other Admin app pages.