Introduction to the Web Portal

The Web Portal is a secured portal that enables users to carry out different actions depending on their rights. For example, employees can make leave requests, sales people can manage opportunity pipelines and managers can validate the timesheets of their employees. The portal also enables different user profiles to access specific Akuiteo features from a web browser, without having to open the Application Desktop.

The portal is divided into four modules:

  • The Employee module enables all employees to enter their time spent and to create schedules, custom requests as well as expense reports.
  • The CRM module enables sales people to manage their opportunities and the signature schedule, to view their address book (contacts, prospects and customers) and to manage their to-do list of actions.
  • The Manager module enables managers or designated employees to validate leave requests, custom requests and expense reports, to approve management objects or even to review timesheets.
  • The Reports module enables designated employees to generate and publish reports.

Important

The portal is compatible with the following browsers: Chrome, Safari, Firefox and Microsoft Edge.