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 Link Technologies - LinkSOFT Documentation 
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How to use LinkWEB

Overview

LinkWeb Portal is the online interface for LinkSOFT applications, providing a comprehensive platform for users to efficiently manage human resources, payroll, inventory, and other business operations. It’s designed for intuitive interaction, allowing users to log in, navigate modules, input and retrieve data, and access critical reports.

  1. Login and Security: Users access LinkWeb using a valid username and password. The system supports two-factor authentication for enhanced security, and users can recover forgotten passwords. User permissions, including access to specific menus and functions, are controlled by administrators via role-based security settings.
  2. Navigation and User Interface: The home page provides a clear overview, displaying company and application names, and a navigation bar for quick access. The left panel organises modules and menus, which expand to reveal available options. Content for selected menus loads in the main right panel. For optimal reporting, users should generate all reports within a single browser tab.
  3. Data Entry and Record Management: To enter or modify data, users need active access to specific menus. Records can be expanded using a grey arrow to view detailed information, including custom "Additional Fields," "Notes and Comments" for comprehensive textual descriptions, and "Attachments and Hyperlinks" for files and external links.
  4. Searching and Filtering Data: Locating information is streamlined with various search tools. Users can apply "Date Filters," utilise a "Search Text Box" for quick queries, group data by columns, or employ "Advanced Search" with a filter builder for more complex criteria.
  5. Task Management and Collaboration: The system allows users to create and assign "Tasks" directly related to records. These tasks include fields for summary, detailed information, priority, due date, and assigned user. A convenient option exists to create a Helpdesk case from a task, facilitating support requests.
  6. Reporting and Analysis: LinkWeb generates various reports, and further business insights can be gained through its integrated Business Intelligence features. Users can utilise a Dashboard Designer and Viewer to create and interact with visualisations such as pivot grids, charts, and gauges.
  7. System Configuration and Personalisation: Administrators can configure global settings such as email, license registration, and process automation. Users can customise their experience, including the home page content. The framework ensures consistent styling across all web forms for improved usability.
  8. Support and Documentation: A "Send Feedback" option is available for direct communication with support. Users can access public knowledge base pages to search for help articles and project information. Additionally, menu-specific instructions can be embedded to guide users on particular functionalities.

This section contains information on how users can use LinkWEB.

  1. Logging into LinkWEB
  2. Home Page
  3. Entering Data in LinkWEB
  4. Notes and Attachments
  5. How to use "Search" in LinkWEB.
  6. How to generate reports