User Guide

This documentation is intended for users who use SimpleOne solutions to facilitate and improve their daily workflows. Here is the basic information about the SimpleOne platform. This section of the documentation library helps you understand the workspace and procedures available in SimpleOne and apply the platform's capabilities to tasks that you typically work on.

In the following articles, you will find a guide to work with the platform.

User Interface

Get to know the interface, its main areas, including the navigation panel and search bar. Learn how to set up your workspace.

Logging In

Learn how to log in to the platform and change your password.

Lists

Learn more about one of the available layouts on the SimpleOne platform and how to interact with records through lists. Get to know the tool for filtering records on lists – the Condition Builder.

Forms

Learn more about one of the available layouts on the SimpleOne platform, get to know the elements available on forms: sections, UI actions and the Activity Feed.

Reports

Get to know the tool for analyzing data, creating and customizing reports. Use table data to visualize it in graphical charts.

Work and Time Management

Get to know the solution that helps to track time spend on specific tasks during a certain period of time.

Self-Service Portal

Learn the capabilities of the Service Portal, get to know its interface and available actions. Learn more about the user personal cabinet, the knowledge base and the service catalog.

Mobile App

Get to know the mobile app that allows you to perform your basic daily tasks.