Intro & Navigation
skip ahead toChoosing a company when entering the system Selective access to applications Default set of applications Permission-based navigation Information Hub
Choosing a company when entering the system
Each user can create their own company, or be involved in several companies. The user can select the company they want to work on when logging in:
Once in the system, you can also switch between companies:
- Click on the Switch Company icon
- Select the company you want to switch to from the list
- You can then access any app from the company’s home page
- You can also switch between applications using the navigation menu.
- Select and click on the desired application
Selective access to applications
Depending on the access granted to you, some applications may be blocked.
Default set of applications
By default, each user has access to the following applications:
Access to these applications does not depend on the user’s role and the administrator cannot restrict them.
For each human resource, the administrator can specify the user’s rights and which applications should be available to them:
The project information available to a user will depend on the role assigned to them within the project. For example, if you are not a Project owner or Project manager, you will not have access to progress tracking, adding resources, etc.
Cerri’s central concept is data synchronization between system applications. In practice, it means that the information from the applications is synchronized and updated in real-time. It allows you to work on joint projects, tasks, and reports simultaneously and always plan based on the latest data.
While working with Gantt, Time, Task or any of Cerri’s application, you can rest assured that the information you have is up to date. Regardless of which application was used to create a task, all the data will automatically and instantly be synchronized throughout the system.
The Project application, as the information hub of the system, was designed to classify information swiftly. At any given moment, you can see all project data in one place; all data flows are collected there. Incoming data is displayed and organized conveniently for you to easily find, modify, manage, and operate it as needed.
The unified ID system ensures creating a unified database of projects, tasks, assignments and resources.
A task created in Task, Gantt, Time or Kanban will also become available in the Project application as soon as it is made.