Understanding the Home Page

The home screen is the main landing page after logging into Transpomate. This section provides a high-level overview of the key elements, including navigation, user profile options, and sidebar functionalities.

📌 Logging in to Transpomate: Before accessing the Home screen, users must first log in to the platform. For detailed instructions on the login process, please refer to the Login Page section.

1: Username & Profile Options

After logging in, the user's name is displayed in the top-right corner of the screen. Clicking on the username opens a dropdown menu with the following options:

User Profile: View and update personal information.
Configurations (Admin only): View the system settings and configurations set during initial setup.
User Manual: Access the Transpomate user guide for help and instructions.
Sign Out: Log out of the system securely.

📌 Configuration settings are only visible to Admin users.

2: Sidebar Navigation & Default Sidebar Options

The left sidebar serves as the primary navigation menu, displaying icons based on the permissions assigned to the logged-in user. :

The sidebar is collapsible to save space.
In collapsed mode, hovering over an icon displays a tool-tip with the feature name.
Clicking the expand button will reveal the full sidebar with labels.

3: Default Sidebar for Generic Users

All logged-in users are automatically assigned the Generic User role, as this role is essential for using Transpomate.

By default, Generic Users will see:

Passenger Request – Create and manage employee transport requests.
Delivery Request – Create and manage package delivery requests.

3.1: Criteria for Visibility:

If the Company Admin has enabled Passenger Transport, users will see the Passenger Request option.
If Enclosed Deliveries have been configured, users will see the Delivery Request option.
If both have been enabled, users will see both options in the sidebar.

For more details on configuring these options, refer to the Company Configuration Setup page.

📌 Users with higher roles (Supervisors, Managers, Transport Coordinators, Admins) will see additional options based on their assigned permissions.

Page updated

Google Sites

Report abuse