Was this page helpful?

Quick Start Guide

    Moved to: https://help.atollon.com/books/atollon-core/page/quick-start-guide

    This is your quick start guide to Atollon. Explore. Do not get scared by deep forest :-)

    Login to Atollon: Switch Language


    Before the actual login, you may switch application language. Once you switch to your desired language of Atollon, you may refresh the browser (F5 under Windows) and actually login to Atollon.

    Login to Atollon


    Yes, you can. Now login to Atollon. You should fill-in your Login (user name), Password and Server. This information should be provided to you by your admin or when registering.

    Welcome to Atollon


    After login to Atollon, you should get welcome screen. You can select any videos to show you basic features of Atollon using video tutorials.
    Click on bottom right icon of the video screen to maximize the video to full screen. After the video is displayed in full screen, you may return back by clicking on the same button again.
    If you viewed all videos you wanted, you may click on "Do not show on startup" and close the dialog.

    Run Welcome dialog again


    If you closed the Welcome dialog, you may run it again by pressing the blue Help button.

    Atollon Toolbar


    Atollon Toolbar is used to run Atollon applications & gain quick access to frequently used functions.

    1. Atollon main application launcher is used to run other applications. Just hover your mouse over the button to see other applications.
    2. Atollon search bar looks for your existing folders (clients, partners, etc.) in Atollon.
    3. Favourite applications help you quickly launch your most used applications and functions.
    4. Opened applications provide you with access to currently running applications and opened windows.
    5. Options & Tools menu provides you with access to administration of your Atollon.
    6. Help button opens Welcome dialog with videos and links to help documentation.
    7. Your name & name of your organization, allowing you to logout/login or switch organization (in multi-org Atollon set-up).
    8. Sidebar open/close button.

    Application Launcher


    Using Application Launcher, you may open other applications (not available in Favourite Applications toolbar).

    Customize Application Launcher


    You may customize the list of displayed applications, just click on bottom-right cogwheel button, select what application should be hidden / shown and click to he button again to confirm.

    Search Bar


    Search Bar is looking for folders in Atollon Finder. Once you found any folder, just click on it to display more information related to the folder.

    Favourite Applications


    You can click on one of your favourite application icons to open it. Once you just hover with your mouse over the application icon, you may run selected quick functions (to create new client, person or company contact, e-mail, notice, calendar event, task, time sheet record, etc.

    Running Applications & Opened Windows


    Running applications in Atollon are indicated by small arrow below the application icon.
    Each application may have also several windows opened. This is indicated below each application's own menu of opened windows.

    Personal Options Menu


    In personal options menu, you can change your password, change organization (only in multi-org Atollon set-up) and Logout from Atollon.

    Atollon Sidebar


    Using the last (top-right) Atollon toolbar icon you can hide or show Atollon Sidebar. When the Sidebar is hidden, you can show it only temporarily, once you hover with your mouse over the icon. If you click on the icon, the Sidebar will remain opened.

    Was this page helpful?
    Tag page (Edit tags)
    Pages that link here
    Page statistics
    3640 view(s), 3 edit(s), and 8389 character(s)


    You must login to post a comment.