Getting Started with WorkSuite

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Authentication

WorkSuite uses OAuth 2.0 with secure token-based authentication to protect your account.

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Logging In

1. Navigate to the WorkSuite URL provided by your administrator
2. Click Sign In
3. You’ll be redirected to the authentication server
4. Enter your email address and password on the authentication server
5. After successful authentication, you’ll be redirected back to WorkSuite

Your session will remain active based on token expiration settings configured by your organization.

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First-Time Login

First-time login steps (email verification, two-factor authentication, terms of service) are handled by the authentication server. Follow the prompts provided during your initial login.

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Password Requirements

Password requirements and management are handled by the authentication server, not within WorkSuite itself. Contact your administrator for specific password policies or to reset your password.

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Session Management

• Token-based sessions: WorkSuite uses authentication tokens that automatically refresh before expiration
• Token duration: Session length is configured by your organization
• Multiple devices: You can be logged in on multiple devices simultaneously
• Auto-refresh: The application automatically renews your session while you’re using it

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Logging Out

To log out:

1. Open the side menu
2. Click Account
3. Click the Sign Out button

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Site Selection

Many WorkSuite features require selecting a site (physical location) before use.

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What is a Site?

A site represents a physical facility in your organization:

• Warehouse
• Greenhouse
• Distribution center
• Retail location
• Production facility

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Selecting a Site

When first entering a module that requires site selection:

1. A site selection dialog appears showing available sites
2. Choose your site from the dropdown list
3. Click outside the dialog or press Enter to confirm
4. The module loads with data for your selected site

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Changing Sites

To change your selected site:

1. Open the side menu (navigation drawer on the left side)
2. Scroll to the bottom of the menu
3. Look for a button with a location pin icon (📍) - this button displays either:
   • Your current site name (e.g., “Main Warehouse”)
   • “Select Site” if no site is selected
4. Click this button
5. A dropdown dialog will appear showing all available sites
6. Choose a different site from the dropdown list
7. Click outside the dialog or press Enter to confirm
8. The module will reload with data for the new site

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Site-Specific Data

Modules use site selection in different ways: Requires Site Selection (you must select a site to use these modules):

• Material: View and manage material inventory at specific site locations
• Availability: Perform inventory counts for the selected site

Site-Aware (site selection is optional but can filter data):

• Fulfill: Orders can be filtered and managed by site
• Restock: Load lists are specific to stations/sites
• Produce: Production workflows can be associated with sites

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Why Site Selection Matters

Site selection ensures:

• You’re viewing the correct inventory
• Operations affect the right location
• Counts and movements are recorded accurately
• Reports reflect the appropriate facility

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Multi-Site Operations

If you work across multiple sites:

• Site-specific permissions: You may have different access levels at different sites
• Data isolation: Each site’s data is kept separate to prevent cross-contamination
• Workflow context: Your site selection determines which inventory and operations you’re managing

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Troubleshooting Site Issues

Can’t see my site in the list:

• Contact your administrator to grant site access
• Verify you have permissions for that site
• Check that the site is active

Selected wrong site:

• Stop entering data immediately
• Open the side menu and use the Select Site button to change to the correct site
• Contact your supervisor to verify whether any incorrect data was entered

Site selection dialog appears every time I open the app:

• Your site selection is saved in your browser’s storage and should persist
• If the dialog appears repeatedly, your browser may be clearing storage or you’re using private/incognito mode
• Check that your browser is not set to clear site data on exit
• Try using a regular (non-private) browser window
• Contact IT support if the issue continues

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Initial Setup

After logging in for the first time:

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1. Review Your Account Information

You can view your account information by navigating to Account in the side menu:

• Your name and email address
• Company/tenant information
• API connection details
• Application version information

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2. Configure Application Settings

Navigate to Settings in the side menu to customize your experience:

• Dark Theme: Toggle between light and dark display modes
• Text Size: Adjust text size from 1 (smallest) to 6 (largest), default is 3
• Default Grid Rows: Set how many rows to display in data tables (25, 50, or 100)

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3. Familiarize Yourself with Navigation

• Top bar: Page breadcrumbs and page-specific action buttons
• Side menu:
  • Module navigation (Fulfill, Material, Produce, Restock, Availability)
  • System links (Account, Settings, Support Center, Error Log)
  • Site selection (when required by module)

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4. Explore Modules

Start with the modules relevant to your role:

• Warehouse staff: Material, Availability
• Production: Produce, Material
• Sales/fulfillment: Fulfill
• Distribution: Restock

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5. Get Training

• Review module-specific documentation
• Complete any required training courses
• Ask your supervisor for guidance
• Practice in a test environment (if available)

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User Roles and Permissions

Your access to data and operations is controlled by permissions managed on the server.

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How Permissions Work

• Server-side enforcement: Access control and permissions are managed by the backend system, not the WorkSuite interface
• Automatic restriction: If you attempt an action you don’t have permission for, the system will prevent it and may display an error message
• Role-based access: Your organization assigns you roles that determine what you can view and do

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Common Permission Restrictions

You may encounter permission restrictions for:

• Viewing or editing specific customer data
• Creating or modifying orders
• Managing inventory or materials
• Accessing pricing information
• Creating or editing production workflows
• Managing locations and sites

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Requesting Additional Access

If you need access to features or data you can’t see:

1. Contact your supervisor or administrator
2. Explain which features you need and why
3. Administrator will review and grant appropriate permissions through the backend system

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Getting Help

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In-App Support

• Live Chat: Access via the Support Center in the side menu (available on mobile devices)
• Documentation: Access via the Support Center → Documentation link
• Error Log: View recent errors via the Error Log link in the side menu

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Support Resources

• Help Center: This documentation site
• Training Materials: Ask your administrator
• IT Support: Contact your organization’s IT department

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Reporting Issues

To report a problem:

1. Note what you were doing when the issue occurred
2. Take a screenshot if possible
3. Check the Error Log in the side menu for recent errors
4. Contact your IT support with:
   • Your name and email
   • The site you were working in (if applicable)
   • The module where the issue occurred
   • Description of the issue
   • Any error messages from the Error Log

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Next Steps