Getting started
Sign in, create a workspace, learn the layout of the screen, and find out who can see what.
Every screen in the web workspace, explained β with annotated screenshots and step-by-step instructions.
Every page in the left-hand menu of CNV Connect has its own article here, in the same order as the menu itself. Each article follows the same shape, so you can skim it:
| Section | What it gives you |
|---|---|
| Where to find it | The menu path, the web address, and the permission you need |
| The screen | A screenshot with numbered orange boxes drawn over the important areas |
| Key | One numbered note per box, explaining exactly what that area does |
| How to⦠| Short, numbered instructions for the everyday jobs on that screen |
| Notes | Limits, side effects and things that surprise people |
Reading the screenshots
Every screenshot was taken from a live CNV Connect workspace. The orange boxes and numbers are drawn by the documentation tool β you will not see them in your own workspace. The number on the image always matches the number in the Key list right below it.
Your screen may show fewer items
Menus are filtered by permission, and some modules are optional. If a page in this guide is missing from your menu, either your role does not include it or the module is not switched on for your workspace. See Who can see what.