My First Access to TOTVS Fluig
Speaking of First Access...
Right at the first login, the user is welcomed with an interactive guide that presents the platform in a simple and intuitive way. In just a few clicks, it is possible to master the main functionalities and start using the system with security, agility, and complete autonomy.
Upon starting, it will be possible to make some important configurations for you to make the most of our platform.
Personal Data
01. On the first screen, the user can enter their personal data.
Full name - the user's full name
About you - a brief description about the user
Area of expertise - Select one from the available options:
- Technology
- Health
- Education
- Finance
- Purchasing and Sales
- Retail
- Legal
- Manufacturing
- Administrative
- Logistics
- Agribusiness
- Construction
- Public Sector
- Other.
Role - Select one from the available options:
- Assistant
- Analyst
- Leader
- Coordinator
- Manager
- Director
- Specialist
- Support
- Consultant
- Other.
02. Click Next.
At any time, the user can close the options so that they are not displayed again at the next login. To do this, just click Close and do not show again.
To return to the previous option and edit, click Back.
All configurations made here can be edited later.
Usage Goals
01. Select the resources you intend to use most frequently.
You can select one or more resources of your interest from the available options.
- Processes
- Documents (ECM)
- Pages (WCM)
- Analytics
- Social
- Identity
- I still don't know
02. Click Next.
At any time, the user can close the options so that they are not displayed again at the next login. To do this, just click Close and do not show again.
To return to the previous option and edit, click Back.
All configurations made here can be edited later.
Customization
Make it reflect your business.
01. In the Colors menu, you can define from the available color kits or set different colors for Menu Background, Top (Top of the screen), and Full Background (Background of the screen).
The available color kit templates are:
- Standard
- Ocean
- Beach
- Aurora
- Coral
- Ecological
If desired, you can define unique colors for each item:
- Primary - Links, buttons, and main actions.
- Menu background - Background of the menu.
- Top - Top of the screen.
- Full background - Background of the screen.
To view in dark mode, just click the View dark mode option.
02. In the Images and settings menu, you can change the logo for light or dark backgrounds and the browser icon (favicon). Just drag and drop the image in the indicated location or select a file.
Logo (for light background)
Recommended height: 60px
Supported formats: JPEG, JPG, PNG
Maximum size: 1MB
Logo (for dark background)
Recommended height: 60px
Supported formats: JPEG, JPG, PNG
Maximum size: 1MB
Favicon (browser icon)
Recommended size: 1024x768px
Supported formats: JPEG, JPG, PNG, ICO
Maximum size: 1MB
03. Still in the menu, in Advanced options, you can change the top image and the background image. Just drag and drop the image in the indicated location or select a file.
Top
Recommended height: 60px
Supported formats: JPEG, JPG, PNG
Maximum size: 1MB
Background image
Recommended size: 1440x1024px
Supported formats: JPEG, JPG, PNG
Maximum size: 1MB
If you want to use the same image already defined in the previous options, just select Repeat.
By selecting the option Open search results in a new window, it allows that when searching for content, they will be automatically opened in a new tab in the browser.
04. Preview how your page will look on different devices such as Desktop, Mobile, or Tablet.
05. Click Next.
At any time, the user can close the options so that they are not displayed again at the next login. To do this, just click Close and do not show again.
To return to the previous option and edit, click Back.
All configurations made here can be edited later.
Homepage
01. Select one of the available templates for your homepage.
Each template has widgets with specific resources, and they can be modified later.
Agility
- Process templates;
- Shortcut to recent accesses;
- Shortcut to useful links;
- Start requests;
- Task chart.
Productivity
- New publication;
- Timeline of events;
- Content search;
- Shortcut to useful links;
- Task chart.
Monitoring
- Task center;
- Start requests;
- Process templates;
- Shortcut to recent accesses.
02. Click Next.
At any time, the user can close the options so that they are not displayed again at the next login. To do this, just click Close and do not show again.
To return to the previous option and edit, click Back.
All configurations made here can be edited later.
Solutions
01. View some additional applications and services that are available.
To view information about the application, click the icon to be directed to the official page.
02. Search for an application using the Search field.
03. Use the filter to display solutions according to your needs.
In the filter, you can display solutions from:
- All developers;
- TOTVS;
- Fluig.
And also by type:
- Applications;
- Flows.
04. To check all available applications, click Go to Store.
05. Click Next.
At any time, the user can close the options so that they are not displayed again at the next login. To do this, just click Close and do not show again.
To return to the previous option and edit, click Back.
All configurations made here can be edited later.
Recommendations
Explore the system recommendations and find communities to join, making the most of what the solution offers!
01. In the Recommendations item, learn more about the available resources by accessing through the icon.
02. In the Communities item, see the suggested communities to join.
03. Click Finish.
At any time, the user can close the options so that they are not displayed again at the next login. To do this, just click Close and do not show again.
To return to the previous option and edit, click Back.
All configurations made here can be edited later.
Stay informed about the available resources in the new Fluig Home through the documentation:
- Home
- Templates
- Widget Useful Links
- Widget Recent Accesses
- Widget Processes
Additional complementary documentation to assist in your development:
- General platform data
- General settings
- Company creation
- Login to WCMADMIN
- Next stepsĀ
This documentation is valid from Voyager (2.0) - update. If you use an earlier version, it may contain information different from what you see in your platform. |