Welcome to the Flex User Guide. This guide will take you through how to use the Flex platform; which gives you flexibility and enables you to see everything that is happening in your business on one online platform.
Contents
Setup - First Shop Setup and First Synchronisation
How to download, install and activate Winner Flex or Winner Design from an .ISO file
Navigation - the Flex Platform icons, Global Search, Username Menu, Filters, Help and Action buttons.
Admin Area - Company Settings, Shops, Users, User roles, Number range rules, Custom settings, Locks, Licenses and Usage Log.
Manage Licenses - User Licences and Shop Licences
Usage Log - how to access an audit log of all activities
User Settings - User Profile, Change Password, Default Settings and Products Download
Contacts - Add a New Contact and Contact Details
Projects - Add a New Project and Project Details
Project Board - gives a quick overview of the projects in each status.
Documents - Attach New Document, Open Whiteboard, Open and Edit a Document, Download a Document.
Dashboard - covers what it shows and how to personalise it.
Reports - how to create, print and save them
Instruction Manual
Introduction to Flex