Corteza One User’s Guide
Welcome to Corteza One!
This article introduces the user to One and gives a general overview of the application’s feature set.
What is One?
One is the heart of Corteza’s user interface and the point of entry to the system for every user. It’s a modern, web-based unified workspace which helps you to be more comfortable and productive in your daily working life.
Some of the major benefits of using One include:
- A familiar, intuitive user experience for accessing your essential applications
- Open multiple applications side by side
- Open multiple pages from the same application side by side
- Collaborate using several applications simultaneously
- Resize application screens depending on their importance to the task at hand
- Work seamlessly between desktop and mobile devices
This is what a typical Corteza One workspace looks like:
It’s a combination of several applications (in this case, Messaging, Video and CRM) on the same interface. Below is a list of the main features of One with guideslines on how to use them:
- Application Menu
- User Self-Service Access
A Tab is your point of access to an application in the application menu. Tabs in One work just like browser tabs. To open a new Tab, just click on the plus sign (+) at the end of any open Tab. At least one Tab is open by default when you first log into Corteza One.
(Image: Close-up of Tab)
Like any browser, Tabs can be re-ordered. They can also be moved between Panels (see below). While most users open different applications in different Tabs, the same application can be opened as many times as you like and in as many Tabs as you like.
The Application Menu lists the applications available to you as a user to open. It is accessed by clicking to open a new Tab.
When the cursor is “rolled over” any application, the user can be presented with two options:
- Open in Corteza Tab. This opens the application in the One workspace.
- Open in New Window. This opens the application in an external browser window.
Once you have selected the first of the two options, you will be redirected automatically to the main One interface with application you have selected open in the Tab.
Panels allow the user to split their screen into a maximum of 4 sub panels. To open a new panel, click on the “4 Square” icon on the top right corner of your screen.
(Image: Close-up of 4 Square icon)
This opens the Panel Selector which offers you a choice of where you would like to open your next panel. By default, your first open application will be in Row 1 Column1, which acts as your point of reference for other Panels.
Opening Row 1 Column 1 and Row 1 Column 2 divides the screen vertically:
(Image: 2 Panels Vertical)
Opening Row1 Column 1 and Row 2 Column 1 divides the screen horizontally:
(Image: 2 Panels Horizontal)
The Slider allows a user to dynamically resize the relationship between open Panels to suit the users visual and pratical requirements. The Slider is a yellow toggle at the cross-section of open the open Panels.
The Slider is responsive and works on both desktops and tactile touch screen tablets with a screen size above (screen size parameters).
The Corteza User Self-Service allows users to:
- View and Edit User Details
- Change Password
- Make Deletion Requests on their Private Data and Profile
User Self-Service can be accessed by clicking on the Person icon in the top right hand corner of the screen, directly to the left of the 4 Square icon.
(Image: Close up of top right corner with Person icon and 4 Square icon)
User details can be accessed by clicking on the “My Details” item on the left hand menu bar. My Details includes several default fields:
- User ID Read Only
- First Name Editable
- Last Name Editable
- Email Editable
- Phone Number Editable
(Image: Screenshot of My Details)
Both Email and Phone Number contain options to add another field (“+” button)
(Image: Add Email “+” button)
Change Password is the second item on the left hand menu in User Self-Service.
To change password, the user must enter the existing password, then enter the new password followed by one last confirmation entry of the new password.
(Image: Screenshot of Change Password)
User Self-Service also has a feature to give user control over their private data. “My Private Data Requests” is the third item on the left hand menu. By default it has two key requests:
- “Request deletion of all my private data, but keep my profile”
- “Request deletion of all my private data, including my profile”
(Image: Screenshot of My Private Data Requests)
Clicking on either request presents a box, giving the user the opportunity to add a comment or reason and the option to proceed with the request by clicking on “Submit” or not proceed by clicking “Cancel”.
(Image: Comment Box)
To the extent possible under law,
has waived all copyright and related or neighboring rights to
Corteza One User Guide.
This work is published from: the Netherlands.