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  1. Softools
  2. Getting Started

Getting Started

This is a good place for new Users to get to grips with the Platform. It will guide you through setting up and customising your account and how to navigate through Homepages, Apps, Reports and Records.

Softools User Profile

  • My Profile - Viewing & Editing Personal Info
  • Logging into your Softools Site
  • Verifying your Softools Account and Creating a Password
  • Reset your Password
  • Supported Browsers for using Softools
  • Logging Out
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Customising your User Profile

  • Support for Languages and Translations
  • Enable Email Notifications
  • Accessing your User Profile
  • Changing Your Email Address

Site Navigation

  • Site Homepages
  • Executive Dashboards
  • Access Apps via Launch Pad
  • V-18 Icons New

App Navigation

  • App Homepage
  • Left Hand Menu
  • Search bar
  • Working with Reports
  • Working with a Record
  • Reports, Records, Forms, Templates, and Fields

Workshops

  • User Administration Workshop
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