Advanced Business Cloud Essentials – Beginners’ Guide

Chapter 1: The System

How to access the system and understand the basics
Navigation is the key when it comes to using Business Cloud and once you have the basics, getting to grips with processing, regular tasks become much easier.

To access Business Cloud, simply open a web browser, Chrome is recommended, and enter the unique system URL. Login with an active assigned username and password.

When logging into Business Cloud, users are taken to a summary screen. This displays notifications for the business along with dashboard reports relevant to the user and their job role. For example a sales rep would see sales focused reports, however someone working in production would see operational reports.

The system has been designed to be consistent throughout to make it simple and easy to read but also informative. There are 3 main sections to the screen design.

1. Top ribbon: Across the top of the screen users will see the company name, who is logged in, and – depending on user permissions, the system settings.
2. Navigation Menu: By default, the navigation menu will sit to the left side of the screen however, this can be amended in the system settings to sit at the top if preferred. The menu is split into modules. Within each module are pages that can be accessed relevant to the module. Modules displayed will depend on your licence and user permissions
3. Main Body: The main body of the system sits within the centre of the screen and will change view depending on what area of the system users are in. The title of the page will show at the top – usually followed by a filter section, action buttons, then a table of results.

There are a few common action buttons that show throughout the system. They are self-explanatory with their name and will give different results relevant to the screen you are in.

• New: Creating new records / data
• Actions: Taking actions on records/data
• Reports: Reporting of data
• More: All other actions relating to the module