Where is everything?
The menu on the left is grouped by the kind of work. You only see the screens your role allows, so two people in the same company can have different menus.
Your home screen
- A field manager (level 1) lands on Today: their own calls for the day. See Today, for field managers.
- Everyone else lands on the Dashboard. See The dashboard.
- Someone who may not see the dashboard lands on the first screen they are allowed to open.
The menu
| Group | Screen | Who sees it |
|---|---|---|
| Overview | Dashboard | See dashboards |
| Pan Pakistan | See reports, with the Everyone data scope | |
| All-FM summary | Managers who may see reports | |
| FM report | Managers who may see reports | |
| Reports | Report catalogue | See reports. Gap analysis and Risk radar open from here |
| Email schedules | Email reports on a schedule | |
| Field work | Calls, Path | Plan and report own calls |
| Doctors | See doctors and institutes | |
| Requests | Approvals | Everyone; the number shows what waits for you |
| Activities | The Activities module is on, and the person proposes, manages or sees the team's calls | |
| Gift products & samples | The Gift products & samples module is on, and the person holds or manages stock or sees the team's calls | |
| Leave | Request leave | |
| Compliance | Annual disclosure | See reports, in a Pakistan company with stock or activities on |
| Setup | Users, Roles, Regions and zones, Products, Items, Lists, Activities, Calendar, Settings, Approval rules, Logo and colours, Audit log | Each needs its own setup permission |
| Consultant | Create company | Consultants only |
The permissions are listed on Roles and data scope. The modules are switched on under Logo and colours.