Users can log into TMS via the TMS URL using their company email address and the password provided in their Welcome Mail.
Users access the portal with a TMS login that is independent. What this means is that It is not tied to any specific company. The reason for this is that a client can have accounts with the TMS login across multiple companies. The login is merely the container that allows us to access those accounts.
If a user cannot remember their password or has lost it, they can recover it using the password recovery link on the login page.
After logging in, if more than one account is associated with this TMS login, the user will be directed to a list of assigned accounts to choose from. Once an account is selected, the user will be directed to the TMS Dashboard.
TMS Layout (Framework)
The account holder's header shows the account holder's name with the options to edit their profile details and image, to reset their password or to log out of the TMS
Below the profile settings are the options to change from one account to another. For example, if a user has a manager and an extension account they are able to switch between them.
On the right of the screen is the collapsable menu lists with all the features available to an account holder. These menu items can be opened to show sub-menu items. When a menu item is chosen it will open as a content tab with a content window showing information.
Content tabs are opened when a sub-menu item is chosen. What is important to note is that the dashboard will become available as a content tab and the user can choose any content tab that is open and be redirected back to that content window, without first closing other tabs.
The content window is where all the information on the submenu item is shown. In most of the content windows, a Filter and Export Options is available at the top. Certain pages can be exported or printed - this function is available in the “Options” dropdown. The Options dropdown may also include advanced filters where information criteria can be specified.
Once the filter options have been chosen the information will be shown as overviews, lists etc. Some content windows have the options to create or delete information, whilst others have the options to delve deeper into the details of line items.