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Logging in and the basics

How to log in​

  1. Open your company's CIRMS address in a web browser.
  2. Enter your Username and Password, then click Login.
  3. If you have access to more than one branch, the Select Branch window opens. Choose the branch you want to work in.
  4. If your company uses two-factor verification, the 2-Factor Verification Required window opens. Enter the code from your authenticator app and click Verify.

You land on the Dashboard.

tip

Your permissions are set per branch. If a menu or button is missing after you switch branches, you may not have that permission in the branch you're in.

The top bar​

Top bar with branch selector

ItemWhat it does
Version (top left, for example Version 5.0.4.1)Opens the list of changes in each CIRMS version.
Branch name (for example st - 815 Store ▾)Shows your current branch. Click it to switch to another branch.
Helpdesk AccessAdministrators only. Turns Allow helpdesk access on or off. When it's on, the CIRMS helpdesk support team can sign in to your system to diagnose a problem.
SubscriptionOpens the subscription website, where you renew user and POS licences. Only for administrators and users with General › Credentials › Access Subscription Page.
DashboardReturns to the dashboard.
SettingsCompany and branch settings. Only for administrators and users with General › Credentials › System Settings. See Settings.
Language EN / CHSwitches the screens between English and Chinese.
Welcome: your user name ▾Opens your user menu (see below).
LogoutSigns you out.

How to switch branch​

  1. Click the branch name at the top left.
  2. Choose the branch from the list.
  3. Click OK in the Change Branch window (All unsaved transactions will be erased. Are you sure you want to change the branch?).
caution

Switching branch while you have an unsaved transaction open erases the unsaved changes. Save your work first.

How to change the language​

At the top of the screen, next to Language, click EN for English or CH for Chinese. The screen reloads in that language.

How to change your password​

User menu

  1. Click your user name at the top right, then Change Password.
  2. Enter your Old Password, then your New Password twice (Confirm Password).
  3. Click Save.

Your new password must meet your company's password rules. The window lists them, for example: Must have at least eight characters, and must consist of at least: 1 character, 1 number, 1 special character.

How to log out​

Click Logout at the top right.

Settings that affect signing in​

Your administrator can change these in Settings (see About settings). Click a section to see the choices.

Generic Settings › Security