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Getting Started & Navigation

Module: Platform Overview  |  Audience: All Users

Table of Contents

Logging In

  1. Open the AMS application URL in a supported browser (Chrome, Edge, Firefox, Safari).
  2. You will be redirected to the Auth0 login page.
  3. Enter your email and password.
  4. If your organization has SSO enabled, select your identity provider.
  5. On successful authentication, you are redirected to the Dashboard.

First-time users: You will receive an email invitation with a link to set your password. The invitation must be accepted before you can log in.

User Profile

Path: Sidebar → Profile or the user avatar menu (top-right corner)

Field Description
First Name / Last Name Your display name
Email Read-only; set during invitation
Employee ID Your organization employee identifier
Phone Number Contact number
Department Assigned department
Location Assigned location
Reporting Manager Your direct manager
Language Interface language (English, Spanish, French, German, Hindi)
Profile Picture Upload a profile photo

Notification Preferences

Path: Sidebar → Profile → Notification Preferences, or /notification-preferences

Control how you receive alerts:

Preference Options
Email Notifications On / Off
Push Notifications On / Off
SMS Notifications On / Off
Asset Assignment Alerts On / Off
Maintenance Due Alerts On / Off
Asset Movement Alerts On / Off

For full notification details, see Notifications.

The sidebar is the primary navigation element. Menu visibility is controlled by your role and permissions. Below is the complete menu tree.

├── Dashboard
├── User Management
│   ├── User List
│   ├── Invite User
│   └── Role Management
├── Assets Listing
├── Asset Transfer
├── Asset Disposal
├── Floor Plan Management
│   ├── Floor Plans
│   └── Interactive Editor
├── Depreciation
├── Reports
├── Audit Management
│   ├── Audit Requests
│   ├── Pending Audits
│   ├── Reverifier Audits
│   └── RFID Scanner
├── RFID Management              ← Admin only
│   ├── RFID Readers
│   ├── Reader Types
│   ├── Asset Scans
│   └── Vehicle Management
├── Schedule Management
│   ├── Schedules
│   ├── Activities
│   ├── User Groups
│   ├── Activity Types
│   ├── Checklist Templates
│   └── Cost Templates
├── Master Data
│   ├── Asset Categories
│   ├── Asset Statuses
│   ├── Asset Conditions
│   ├── Sites
│   ├── Locations
│   ├── Departments
│   ├── Suppliers
│   ├── Manufacturers
│   └── Models
├── Workflow Management
│   ├── Workflow Templates
│   ├── Approval Tasks
│   └── Workflow Transactions
├── Bulk Upload
└── Profile

Permission-Based Menu Access

Each sidebar section is gated by a permission key. If a menu item does not appear, your role does not include the required permission.

Menu Section Permission Key Default Roles
Dashboard dashboard_menu All roles
User Management user_mgmt_menu Admin, Owner, Super Admin
Assets Listing view_asset_scr All roles
Asset Transfer asset_transfer_menu All roles
Asset Disposal asset_disposal_menu Admin, Owner, Super Admin
Depreciation depreciation_menu Admin, Owner, Super Admin
Reports reports_menu Admin, Owner, Super Admin
Audit Management audit_mgmt_menu Admin, Owner, Super Admin
RFID Management rfid_mgmt_menu Admin only
Schedule Management schedule_mgmt_menu Admin, Owner, Super Admin
Master Data master_menu Admin, Owner, Super Admin
Workflow Management workflow_mgmt_menu Admin, Owner, Super Admin
Bulk Upload bulk_upload_menu Admin, Owner, Super Admin
Profile user_profile_menu All roles

Note: Administrators can create custom roles with any combination of these permissions. See User & Role Management.

Common UI Patterns

Pattern Description
List View Paginated table with search, column sorting, and filters. Click a row to view details.
Grid Customization Show/hide, reorder, and resize columns, and save the layout as a named view. See Grid & Table Customization.
Create / Edit Form Multi-field form with validation. Required fields are marked with an asterisk (*).
Detail View Read-only view of a record with tabs for related data (history, documents, etc.).
Tree Selector Hierarchical picker used for categories and locations (parent → child navigation).
Searchable Dropdown Type-ahead dropdown that searches the server; supports pagination on scroll.
Toast Notifications Temporary alerts at the top-right corner for success, error, and warning messages.
Confirmation Dialog Modal dialog before destructive actions (delete, cancel, dispose).
Multi-Step Wizard Sequential form steps (e.g., asset creation) with back/next navigation.
Bulk Actions Select multiple rows via checkbox, then apply an action to all selected items.

Next: Master Data Configuration — set up the foundational data before creating assets.