Overview of the BSS Header Menu

The BSS Header Menu has been redesigned to improve user experience, as well as to simplify and streamline navigation within the BSS portal. This page will explore the available modules and buttons in the menu.

Open

Modules of the BSS Header Menu

The modules and buttons in the BSS Header Menu have been carried over from the previous right-side menu of the BSS portal but have been given a new design. This means that while their functionality remains unchanged, the user experience has been greatly enhanced, making them easier to use.

Simple Search Module

The Simple Search module, available on the BSS platform, is designed to provide users with a quick and efficient search functionality. This feature allows BSS users to find all relevant information and elements within the portal. Users can input their search criteria (e.g., account names, invoice numbers, etc.) and initiate the search process by either pressing the Enter key on their keyboard or by clicking on the magnifying glass icon. This tool is intended to streamline the process of locating specific data within the BSS platform as fast as possible.

Open

Advanced Search Module

The Advanced Search module, available on the BSS platform, offers more detailed search options. Although it’s slower, it allows users to perform complex searches with multiple filters and criteria. BSS users can specify various search parameters, such as date ranges, specific fields, or related entities. This module is particularly useful for intricate searches where precision matters.

Quick Create Module

The Quick Create module streamlines the process of adding new elements to the portal. Users click the drop-down button called Quick Create and select from the available options the element they want to create (e.g., an account, contact, task, invoice, order, product, price list, contract, report, campaign, promotion, and more). The system then redirects them to the creation page for the selected option. This feature saves time by eliminating the need to navigate through multiple menus.

Announcements Button

The Announcements button serves as a central hub for all announcements within the BSS platform. Users can find the latest five (5) important announcements here.

BSS Setup (Enter Setup) Button

The Enter Setup button provides access to critical system configuration options. When clicked, it redirects users to the BSS Setup module. In the BSS Setup module, users can configure system-wide settings, customize fields, manage permissions, manage service managers, and much more. It is recommended that only authorized users should access this area, as changes here impact the entire system.

BSS User (User Options) Button

The BSS User button, in the form of a colored round icon incorporating the user’s initials, caters to individual user options. It displays mostly user-related options, information, and user-created custom filters of lists, tables, and custom reports within the portal. Moreover, it includes the Bug report option for reporting a bug to us as well as getting support via a ticketing system, the Roadmap, and the Help option that redirects the user to our public Knowledge Base Documentation pages. Additionally, it includes the language option for the user to select their preferred language, and lastly, it includes the Logout button for securely ending the session.

Support Request & Bug Report Option

From the BSS User button, there is the “Bug report” (highlighted in blue) which incorporates two main functionalities. These are, the reporting of a problem with the BSS portal and the request for help and support by our team.

Once a BSS user selects the Bug report option, they are being redirected to the interworks support portal https://interworkscloud.atlassian.net/servicedesk/customer/portal/1/group/27 page, where:

• If the user is logged in to the interworks support portal, then the bug reporting and support options are immediately available, as showcased by the following screenshot.

• If the user is not logged in to the interworks support portal, then they have the option to either login or sign-up to be able to utilize these options offered by the interworks support portal. Please check the https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/4663827 to understand the sign-up process of the interworks support portal.

Table of Contents