Before you start
- My account → Projects / Administration
- Use your own staff account; sign in with Username/email and Password. There is currently no second-code step.
Screenshots show an earlier interface. Some current actions may appear in a different place or be absent from the image.
Director
Your account and projects to review or approve
Check your Director account, open the project to review and find measurements awaiting a decision.
Prepare the records → follow the steps → check the outcome.
Check the account you are using
Director
1Step 1 / 5
My account shows which account you are signed in to and which roles you have been given. A person can hold several business roles.
- Open My account and check the user name.
- Read the displayed roles and permissions; check that they match your responsibilities before starting work.
You know which account you are using and where to start work.
Find the right route to your work
Director
2Step 2 / 5
The menu displays only the sections your account can access. On a narrow screen, open Menu to see these options.
- Open the main menu; on a narrow screen, click Menu.
- Choose Projects or Configuration for the task you need to do.
- On desktop, use Website if you need to return to the public site.
The menu shows only pages that your account is allowed to open.
Open the project before making a decision
Director
3Step 3 / 5
From Projects, open the correct project to review its facts before approval. Each decision applies to a specific record revision.
- Open Projects from the main menu.
- Select the project; check its code and status, then open the relevant record.
- Check the author and revision awaiting approval before selecting a decision.
You open the correct project and record revision before considering a decision.
Update your details or password
Director
4Step 4 / 5
You can update your own account. Roles and permission to view money are managed separately by an authorised person.
- In My account, choose Edit my account or Change my password.
- When changing your email or password, enter Current password; for a password change, enter and confirm the new password.
- Check your entries, then click Save.
Your own details are updated; roles and the money flag are managed by an authorised person.
Sign out when you finish
Director
5Step 5 / 5
End your session when you finish, especially on a shared device in the warehouse or workshop.
- Open the My account menu.
- Choose Sign out to end your signed-in session.
The session ends; next time, sign in with your own account.
Complete the task
Results & checks
- Being able to view a record does not give you permission to change or approve it.
- If you see Access denied, read the message and use Back to My account; if your session is missing, use Log in. Do not borrow another person's account or guess a URL.
Screenshots illustrate the page layout. Some show earlier controls; follow the current steps and check the result after performing the action.