How to Use This Guide
Use this page to understand how admin documentation is organised and what Add / Edit / View mean in both the app and these guides.
Documentation layout
What it does
The docs sidebar mirrors the admin app: Getting Started first, then Your account, Using the admin, then topic modules (Reports, Master Data, Settings, etc.).
Each topic usually has
- Overview — what the menu section is for and suggested setup order.
- Full guides — one page per important screen.
Step-by-step — find help for a task
- Open the topic overview (e.g. Expense Management).
- Pick the screen name and open its Full guide link.
- Or use Find a Screen for a quick lookup table.
- In the app, use header Search to jump to a page you are allowed to open.
Common actions in the app
| Term | What it means |
|---|---|
| Add / create | Add, New, Create, or + — opens a dialog or form |
| View | Eye icon or read-only table — no changes |
| Edit / update | Pencil icon — change fields, then Save / Update / SUBMIT |
| Delete | Trash icon — confirm when asked (not every screen allows it) |
| Refresh | Rotate icon — reload list data |
Symbols in these guides
| Symbol / term | Meaning |
|---|---|
| Required | Must be filled or save fails (toast or inline error) |
| Optional | May be left empty |
| * next to a label | Required on screen |
| Tap | Click or press on desktop/tablet |
Callout boxes
tip — helpful habit · info — important context · warning — avoid data loss or mistakes
Permissions
If Add, Edit, Import, or a switch is missing or greyed out, your role does not allow that action. Ask a store or system administrator to update your role — resetting your password does not add menu access.
Blocked on a whole page? See Access denied.