Getting started

This page shows you how to get into the office, find your way around and set up your account.

Signing in

• Open the office from the "Sign in" button of this site, then enter your email address and your password.
• Forgot your password? The link on the sign-in screen sends you an email; it lets you choose a new one.
• An account created by registering is not active straight away: an administrator of your company must activate it (see Users and roles).

Your customers do not come in here: they have their own entrance, the customer portal.

This guide opens from the office, in a new tab: the ? icon of the top bar, or "User guide" in your account menu.

Finding your way

The left-hand menu groups the screens into four families. You only see those your role can open.

• The dashboard sums up the day: each tile opens the list behind it.
• The global search, at the top of the screen, finds a work order, a customer, a site or an asset by its number, its name or its serial number.
• Lists can be filtered and sorted; the "Columns" button chooses what they show, and that choice is kept for your account.
• The "Understanding work orders" page (Field) sums up the life of a work order and what your role can do in it.

Your account

Your account menu (top right) leads to:

• My profile: your name and your photo;
• Password;
• Appearance: light, dark or system mode, accent colour, density, text size, high contrast, reduce motion;
• Notifications: what is also emailed to you.

The language (English or French) is changed at the top of the screen, to the left of the bell; it is kept for your account, and the emails Cereezer sends you follow it. What your customers receive follows theirs (see Customers, sites and assets).

Notifications

The bell receives what concerns you: a work order assigned to you or completed, a failed checkpoint, a report available, a quote accepted by a customer, a job requested from the portal, a stock below its minimum, a service level breached, a contract ending. The bell always receives; email only brings what you ticked in Notifications.

Keyboard shortcuts

The "Keyboard shortcuts" entry of the menu opens the same list.