New End User: Daily Use

A short path for everyday users

End Users mainly view contract information and run reports. Here's a quick path through the screens you'll use most.

Your daily path

  1. Dashboard — an at-a-glance view of contract status, RAG health, upcoming expiries and total value.
  2. Contracts — open the contract list to find a contract and review its tabs (details, SLAs, timeline, costs).
  3. Reports — run predefined reports for the contracts you can access.
  4. System Calendar — see upcoming reviews, renewals, expiries and other dated events.
  5. Notifications — you'll receive review and escalation emails for the contracts and services you're assigned to.
Note: End Users have view-oriented access — creating and editing contracts, SLAs and configuration is reserved for Admins (and, for some modules, Super Users). See Roles & Permissions for the full matrix.