Navigating the TMS
Use various icons and menus within the TMS to navigate its features. Learn how navigation varies based on user permissions.
Left Navigation Bar
The blue left navigate bar in Veracity contains various icons to help users navigate the TMS. These icons vary based on the permissions assigned to a user.
Default User Menu Icons
By default, if a user has no added permissions, they will see three icons in the left navigation bar:
|
Homepage For default users, this will be the Catalog. |
|
|
Product Catalog Use to view the Product Catalog |
|
Request Management Use to submit a request |
Additional Permissions-Based Menu Icons
The icons below will be visible to users if they have the associated permissions. You can review TMS Permissions here.
|
Homepage For default users, this will be the Catalog. For users who have been given Contract Viewer or Management permissions, this page will be the Contract Dashboard instead. |
|
Directory For users with permissions related to the Directory, they will see the Directory icon. |
|
|
Contracts Users with contract-related permissions will see this Contracts icon. |
|
Reports Users with Contract Management Viewer or Manager permissions will see the Reports icon. |
|
Request Management If a user has Workflow Evaluator permissions, they can access all pending and completed tasks and decisions using this icon. |
|
Settings / Administration Users who have editing or management-level permission(s) within the TMS will see the Settings icon in the bottom left of the TMS. |
Top Right Menu
In the top right of the TMS screen, all users will see the below icons.
|
Notifications Users who have participated in a request workflow as a requester or evaluator can view workflow notifications here. A red badge will signify unread notifications. |
|
Knowledge Base & Customer Support This icon will take users to the Knowledge Base. In addition, at the top right of the Knowledge Base, users can access the Customer Portal where they can submit support tickets, feature requests, or other contact forms. |
|
|
Manual Logout Click this icon to force logout of the TMS.
|
