*This page was machine-translated from Japanese and may contain inaccuracies.
The menu and functions that remain fixed even when navigating between screens such as the TOP screen or list screens.
- ① PORTERS Logo
- ② Subscription Plan Name
- ③ Company Name (Company ID)
- ④ User Menu
- ⑤ Mail Icon
- ⑥ Calendar Icon
- ⑦ Apps Menu
- ⑧ Settings
- ⑨ Help Icon
- ⑩ Dashboard Icon
- ⑪ Global-Menu
① PORTERS Logo
The PORTERS Inc. logo is always fixed at the top left of the screen. Clicking
it navigates to the TOP screen.
② Subscription Plan Name
The plan name is displayed to the right of the PORTERS logo.
If you are using a trial, it shows “XX days left until trial ends”.
If you have a contract, it shows “Standard”.
③ Company Name (Company ID)
The company name is displayed to the right of the plan display, and the company
ID is shown in parentheses.
④ User Menu
The logged-in user name is displayed at the top right of the screen.
Clicking the user name opens a menu where you can change settings and information
related to the logged-in user.
⑤ Mail Icon
The mail icon is displayed at the top right of the screen.
Clicking the icon opens the user mailbox in a separate tab, where you can check
emails you have sent and received.
⑥ Calendar Icon
The calendar icon is displayed at the top right of the screen.
Clicking the icon allows you to view registered Processes and Activities in PORTERS.
⑦ Apps Menu
An icon to open the list of apps is displayed at the top right of the screen.
Clicking it opens a menu, and selecting “App List” navigates to the app list screen in a separate tab.
* Apps that have started being used are displayed under “My Apps”, but opening from here may not work properly.
Please click each app from the Apps List screen.
⑧ Settings
A gear-shaped icon is displayed at the top right of the screen.
Clicking it opens a menu where you can check your account and customize your PORTERS environment.
This menu is accessible only to users with the
“System Administrator” user type.
⑨ Help Icon
A question mark icon is displayed at the top right of the screen.
Clicking it opens the PORTERS Help page in a separate tab.
Please use it if you have any questions about operating PORTERS.
⑩ Dashboard Icon
The dashboard icon is displayed at the top left of the screen.
Clicking it navigates to a screen where you can check graphs of counts and trends
for each phase.
⑪ Global-Menu
The Global-Menu is the menu used for data registration, search, and basic operations.
The menu names, order, and visibility of tabs can be customized.
By default, it is a black bar, and when you open a menu, the color of the menu name changes.
This menu and functions are constantly displayed even when the screen is changed
from TOP screen to list screen or any other screen.
① Porters Logo
This is the logo of Porters Corporation and is constantly displayed on the upper
left side of the screen. Clicking this logo will take you back to the TOP screen.
② Subscribed Plan
On the right side of Porter's logo, the contract plan name (standard / trial)
is displayed at all times.
If it is during the trial period, "trial expires in XX days" will be displayed.
③ Company Name (Company ID)
Next to the subscribed plan, the Company name (Company ID) are displayed.
④ User Menu
This menu is always fixed on the upper right side of the screen, and the login
user name is displayed.
By clicking on the user name, information related to the login user can be edited.
⑤Apps Menu
This menu is always fixed at the upper right side of the screen next to the User
Menu.
Clicking "Apps" in the App menu displayed will switch the screen to the application
list screen.
* Apps that have started to be used will be displayed under "My Apps" with the app name, but may not work properly if opened from here.
We apologize for the inconvenience, but we ask that you click on each application from the application list screen.
⑥Settings
This menu is always fixed on the upper right side of the screen.
When clicked, the menu related to the contract account and the setting of the
PORTERS account in use / customization is displayed.
This menu can be accessed only by the "System Administrator" user.
⑦Help
This is the link to the user support page and is always displayed on the upper
right side of the screen.
⑧Global Menu
This is the menu for data registration, search and various basic operations.
Menu names, order of arrangement, display / hide can be changed by customization.
The menu is on a black background, and the background of the currently opened
menu name is displayed in green.
⑨Mail Icon
The mail icon displayed around the center on the left side of the screen is the
button that opens the user's mailbox.
If you want to check the emails that you sent and received, click this mail icon
and the mailbox will open on a separate tab.
⑩Dashboard Icon
By clicking the dashboard icon displayed around the center of the left side of
the screen, you can check the number of selection processes etc. for a specified
period of time depending on the settings.