العربية

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Getting started role guides — what each role can do, step by step

Step-by-step guide for your first minutes in Tarleaks — the launcher, finding an app, the short tour of an app, and switching the screen to Arabic. 6 steps across 1 roles, every one of them carried out in the product before it was published here.

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Employee

Find your way around Tarleaks in your first minutes.

Every person in the company, on their first days in Tarleaks: signs in, finds their apps, takes the short tour of an app, and reads the screens in the language they prefer.

What you will be able to do

  • Sign in and see only the apps your company licenses for you
  • Find an app by typing a few letters
  • Take the short tour of an app
  • Switch the whole screen to Arabic, and back

What this role can and cannot do

CanCannot
    • tenant:settings:write

    6 steps, each one carried out in the product on .

    Meet the launcher #

    Where Launcher

    1. Open your company's address and sign in with the e-mail and password your administrator gave you.
    2. You land on the launcher: a grid of the apps your company uses, with a New request button, a Needs your attention list and a link to the detailed dashboard.
    3. An app that is not in your company's licence is not shown; ask your administrator to add it.
    Screenshot: Meet the launcher, Employee view
    A grid of apps, New request, Needs your attention and Detailed dashboard.

    You should see A grid of apps, New request, Needs your attention and Detailed dashboard.

    Find an app by typing #

    Where Launcher » Filter apps

    1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
    2. Type the e-mail address your administrator set up for you, then your password.
    3. Launcher → click Filter apps → type the first letters.
    What each field wants
    FieldWhat to put in it
    Filter appsthe first letters of the app's name
    Screenshot: Find an app by typing, Employee view
    Only the apps whose name matches what you typed.

    You should see Only the apps whose name matches what you typed.

    Take the tour of an app #

    Where An app » Take a tour

    1. Open an app, for example Helpdesk.
    2. At the foot of the side menu press Take a tour of Helpdesk.
    3. A welcome opens and says in a few lines what the app is for; the tour then points at the screens one by one. Close it at any time; the button stays there to start it again.
    Screenshot: Take the tour of an app, Employee view
    A welcome with the app's name that you can close.

    You should see A welcome with the app's name that you can close.

    Switch to Arabic and back #

    Where Launcher » the language button

    1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
    2. Type the e-mail address your administrator set up for you, then your password.
    3. Press the language button at the top (العربية).
    Screenshot: Switch to Arabic and back, Employee view
    The same launcher, in Arabic, laid out right to left.

    You should see The same launcher, in Arabic, laid out right to left.

    Find a page or a record with Ctrl K #

    Where Any screen » Ctrl K (⌘ K on a Mac)

    1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
    2. Type the e-mail address your administrator set up for you, then your password.
    3. Press Ctrl K (⌘ K on a Mac) → type two or more letters → press Enter on the line you want.
    What each field wants
    FieldWhat to put in it
    Search boxtwo or more letters; start with @, &, # or $ to look for one kind of record
    Screenshot: Find a page or a record with Ctrl K, Employee view
    A search box that lists matching pages, and records you are allowed to open.

    You should see A search box that lists matching pages, and records you are allowed to open.

    Worth knowing You only see the kinds of record your company uses and your role may open; if a kind is missing, ask your administrator.

    Replay a tour from your account menu #

    Where Account menu » Tours

    1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
    2. Type the e-mail address your administrator set up for you, then your password.
    3. Account menu (top right) → Tours → press the tour you want.
    Screenshot: Replay a tour from your account menu, Employee view
    A list of tours for your apps, each with its status.

    You should see A list of tours for your apps, each with its status.

    Worth knowing After you finish a tour the closing card says where to replay any chapter: the last row of the app's menu, or Tours in your account menu.

    Use cases — the work, step by step

    Each one is a sequence somebody actually performs, with the screen behind every step. Every screen here was opened in the product as this role before it was published.

    onceMy first morning #

    Know where everything is before you need it.

    1. Sign in and read the launcher: your apps, what needs your attention and the New request button.

      Employee doing "My first morning" in Tarleaks ERP — Sign in and read the launcher: your apps, what needs your at
      Launcher — verified: the page says “New request”; the page says “Needs your attention”; the page says “Detailed dashboard”
    2. Type the first letters of the app you need.

      Employee doing "My first morning" in Tarleaks ERP — Type the first letters of the app you need.
      Launcher » Filter apps — verified: the page says “Helpdesk”; no “Payroll” anywhere on the page
    3. Open an app and take its short tour.

      Employee doing "My first morning" in Tarleaks ERP — Open an app and take its short tour.
      An app » Take a tour — verified: the page says “Welcome to Helpdesk”
    4. Press Ctrl K to find any page or record by typing.

      Employee doing "My first morning" in Tarleaks ERP — Press Ctrl K to find any page or record by typing.
      Any screen » Ctrl K (⌘ K on a Mac) — verified: the control is offered

    onceI prefer Arabic #

    The whole product works in Arabic, right to left.

    1. Press the language button at the top of the launcher.

      Employee doing "I prefer Arabic" in Tarleaks ERP — Press the language button at the top of the launcher.
      Launcher » the language button — verified: the page says “الإعدادات”

    Everything else — what each app does — has its own guide.