# Your first day ## Your first day in PAMS Your first day in PAMS starts with signing in, then orienting yourself on the profile surface before you begin your regular work. Access to PAMS comes first; the profile surface lets you recognise your account information, approval readouts, branch, and trusted-device list. | If you need to… | Go to | |---|---| | Sign in to PAMS | [Sign in](#sign-in) | | Complete an identity or device check | [Complete an additional sign-in check](#complete-an-additional-sign-in-check) | | Recognise the profile fields and device list | [Orient yourself on the profile surface](#orient-yourself-on-the-profile-surface) | | Solve a sign-in or profile problem | [When sign-in or profile access goes wrong](#when-sign-in-or-profile-access-goes-wrong) | | Learn the main interface | [Understanding the interface](doc:understanding-the-interface) | | Move between areas of PAMS | [Navigation basics](doc:navigation-basics) | | Adjust your working area | [Personalizing your workspace](doc:personalizing-your-workspace) | ## Before you start Prerequisites - You have access to PAMS. - You are signed in before opening the authenticated profile surface. - A profile record is loaded before its fields appear. - Leave the profile without unsaved changes when you are finished. The profile route checks for changes before allowing you to leave. When these conditions are in place, reach the sign-in or profile surface. ## Reach the sign-in and profile surfaces Sign-in is the public entry surface. The profile surface is an authenticated view of your own profile information. Steps 1. Open the sign-in page. 2. After signing in, open your profile surface. **Result:** You are either at the sign-in surface or at the authenticated profile surface. ## Sign in The standard sign-in state is the form you use when PAMS does not require an identity or device check. Prerequisites - You are at the sign-in page. - You have your PAMS sign-in details. Steps 1. In **Email**, enter your sign-in email. 2. In **Password**, enter your password. 3. Select **Remember Me** if you want PAMS to retain the sign-in choice. 4. Select **Login**. 5. If a required field is empty, complete it when the form displays `User Name is Required` or `Password Required`. **Result:** PAMS accepts the sign-in details and displays `Logged in successfully`, or opens [Complete an additional sign-in check](#complete-an-additional-sign-in-check) when an additional check is required. ## Complete an additional sign-in check An additional sign-in check confirms your identity or handles a device that PAMS does not recognise. Steps 1. Complete the action in the row that matches the check on screen. | Check on screen | Action | |---|---| | **Enter code** | Enter the code sent to you. | | **Verify** | Select **Verify**. | | **Resend agian** or **Resend agian?** | Select **Resend agian** or **Resend agian?** when it is available. | | **Trust this device for further login** | Select **Not now** to continue without trusting the device. | | **Trust this device for further login** | Select **Go** to continue after choosing to trust the device. | The identity-check screen can display `For your security, Pams requires 2-factor authentication.` It displays `We’ve sent a 6-digit verification code to your email address.` It also says, `If you don’t see it in your inbox, please check your Spam or Junk folder.` It displays `Verification code not correct or expired` when the code is rejected. If the code is empty, it displays `code is required`. The trusted-device screen displays `Your are trying to log-in to pams from a nonrecognized device.` **Result:** The displayed identity or device check is complete, and PAMS continues the sign-in flow. ## Orient yourself on the profile surface Use the profile surface to recognise the personal and access information attached to your PAMS account. The main profile fields are arranged as follows: | Area | Fields or readouts | |---|---| | Account identity | **User Name**, **Position**, **Title**, **First Name**, **Middle Name**, **Last Name**, **Display Name**, **Login Email**, **Cloud Account**, and **Mobile** | | Roles and approvals | **User Roles** and **Approval Limit** readouts | | Branch | **Branch belong to (user can be member in one branch)** and the selected branch | | Trusted devices | **Device name**, **Trusted machine**, and **First login at** | On the profile surface, **User Name**, **Display Name**, **Login Email**, and **Mobile** carry required markers. **Position**, **Title**, **First Name**, **Middle Name**, **Last Name**, and **Cloud Account** do not carry required markers in the displayed profile. The approval readouts cover four areas: Sales, LGs, Purchasing, and Invoicing. The profile explains that the Sales limit covers validating offers and accepting orders, the LGs limit covers issuing bank guarantees, the Purchasing limit covers purchasing orders, and the Invoicing limit covers issuing invoices. The profile surface shows **Save** and **Save and Close**. These controls are enabled only when profile data has changed. Use the profile surface for orientation without changing profile data during your first-day tour. ![The profile identity fields, approval readouts, and trusted-device columns](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fa83586d0abbc502adeb8bd9f9dc2362.png) ## When sign-in or profile access goes wrong Use the exact message on screen to choose the correction. | What you see | What it means | What to do | |---|---|---| | `User Name is required` | **User Name** is empty. | Enter a user name. | | `No spaces are allowed` | **User Name** contains a space. | Remove the spaces from **User Name**. | | `Display name is required` | **Display Name** is empty. | Enter a display name. | | `Email is required` | **Login Email** is empty. | Enter a login email. | | `Email is invalid` | **Login Email** is not in an accepted email format. | Correct **Login Email**. | | `Mobile is required` | **Mobile** is empty. | Enter a mobile number. | | `Error: This Email or User Name Already Exists` | The email or user name conflicts with an existing account. | Use a different value or contact the person who manages your account. | | `Error: Server Error` | PAMS could not complete the profile request. | Try the request again later or [get help](doc:getting-help). | | `Incorrect username or password` | The sign-in details were rejected. | Check **Email** and **Password**, then select Login again. | | `Are you sure you want to delete this item?` | A profile-photo deletion needs confirmation. | Select **Cancel** to keep the photo or **Delete** to remove it. | | `Data saved Successfully` | A profile save completed. | Continue from the profile surface. | | `Data saved Successfully .. This User Password has been Changed .. Please check E-Mail` | A password-change save completed. | Check the email associated with the account. | | The sign-in page opens an authenticated area | The session is already signed in. | Continue with [Understanding the interface](doc:understanding-the-interface). | ![The authenticated area reached when an already signed-in session opens the sign-in page](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/48a474559dad410770fcdeb81cb1cba9.png) ## Continue after your first-day orientation Once you recognise the sign-in and profile surfaces, continue with the part of PAMS you need for your work. - Open [Understanding the interface](doc:understanding-the-interface) to recognise the main areas of PAMS. - Open [Navigation basics](doc:navigation-basics) to move between areas. - Open [Personalizing your workspace](doc:personalizing-your-workspace) to continue workspace orientation. - Open [Getting help](doc:getting-help) or [General error messages](doc:general-error-messages) when an access or profile problem needs further assistance.