Basic screen elements

Each screen in the portal has several tool bars and a main work area where information is displayed.

Screen elements

 

 Option Description

1

 

 

 Top bar

Sage BMS logo. Click to return to your default screen from anywhere in the portal. If you can access more than one site, your default screen is the Site Summary screen. If you can one site only, your default screen is the Site Details screen.

Click the arrow beside the Sage BMS logo to display all top menu options.

  • Search. Enter keywords and click the Search icon Search icon to list all Sage BMS Online Services records containing the keywords.
  • <My Profile>. Displays your roles, the date of your previous log in, and the log out link.
  • Help. Opens context sensitive help.

2

 

 

 

 

 

 

Main menu

Allows you to access commonly used areas of the portal.

  • Dashboards. Expands a drop-down menu that opens operation, site, and business intelligence dashboards.
  • Organizations. Expands a drop-down menu that opens a list of users, customers, partners, and operating companies.
  • Try & Buy. Expands a drop-down menu that opens a list of trial users, trial customers, trial sites, and requested trials that have not yet been accepted.
  • Management. Expands a drop-down menu that displays audits and product terms and conditions. You can update products, execute scripts, and schedule operations.
  • Configuration. Expands a drop-down menu that let's you manage products and send emails to users.

3

Add icon

Click to add a customer or icon.

  • Add customer. Opens the New customer wizard. You must have rights to view this option.
  • Add partner. Opens the New partner wizard. You must have rights to view this option.

4

Work area

Displays portal information.
  • To view information in a section, click the Expand icon Expand icon.
  • To change the order in which information is displayed, click the arrow in the relevant column heading.
  • To search for specific items, click the Filter icon in the relevant column heading, enter search words, and click Filter.
  • To move between pages of results, click the navigation buttons at the bottom of the work area.

5

 

 

 Footer

The information displayed here depends on the operating company.

  • Info Legal. Displays legal information.
  • Disclaimer: Displays disclaimer.
  • Partner Area. Opens your Sage Account Area log on page.
  • Service Current Status. Displays the current status of the product.
  • Service Availability. Displays information about the service availability.
  • About. Displays the version number and the publication date of Sage BMS Online Services.

 

Sage BMS Online Services version: 2018.0

Updated: September 2017

© 2017, Sage Group plc.