Overview
Learn the path from signing in to reviewing your first transaction.
Before you begin
Ask an administrator for an account and the subsidiary and roles needed for your work. A guest workspace is available only when the sign-in page offers guest creation.
Main task
- Sign in with your username and password. Use Request password change if you need administrator assistance.
- Confirm the active subsidiary in the workspace header before looking up or creating records.
- Use the grouped navigation or global search to open your module. Save frequently used destinations as favorites.
- Open a transaction and review its status, source records, and available actions before changing it.
- For your first task, use the relevant guide and verify the saved record before submitting it for approval.
Check the result
The workspace identifies your active subsidiary. Saved transactions appear in the appropriate list; submission and posting are separate steps where the module uses approvals.
If something goes wrong
If a module or action is missing, ask your administrator to check your role assignment and subsidiary access. Search help for the task; help pages do not grant application permissions.