The web client is functionally similar to the desktop client end-user view and useful for requestors, reviewers, and approvers. Many administration functions are available as well. The web client uses a responsive UI design to adapt to the user's device, from desktops to tablets or mobile phones.
NOTE: In this documentation, you will see the following icons which denote the interface:
In the web client, to add or change your photo in the upper right, click the user avatar. Select the image file, then click Open.
The pages available to you display on the left. You will see Home and, based on your role, you may also see My Requests, Approvals, Reviews, Settings, or a combination of those.
You can show less of the left menu. In the upper left of the page, click to collapse or expand the menu.
You can customize the information you see on the pages. From the Home page, click Settings. For more information, see Settings, version, and Windows client (web client).
Click Home to go to the home page. Based on your role, the dashboard displays My Requests, Approvals, and Reviews, the number tasks in each queue, and the status of each task (for example, Available, Denied, Pending) as well as whether the task is Due Today.
You can perform the following from the Home page:
- If you are a requester, click My Requests to create a new request.
- Click Settings to customize the information that is displayed on each page. For more information, see Settings, version, and Windows client (web client).
- Read the Message of the Day from an Administrator.
- Create favorites for requests you make often. For more information, see Favorites (web client).