EZY Portal Documentation

Welcome to the EZY Portal documentation. EZY Portal is the centralized dashboard and administration interface for all EZY Technology Solutions.

Getting Started

• Login Guide: How to access the portal and sign in.

Core Concepts

• Role Definitions: Understand the different user roles and permissions.
• System Capabilities: Shared behavior for permissions, concurrency, audit, references, and cross-module consistency.
• Core Navigation: Overview of the main menu items and structure.
• Dynamic Visibility: How the interface adapts to different environments and configurations.

Settings & Administration

The Settings section is divided into several logical groups:

• General Settings: Core system configuration and user management.
• Customization: Branding, UI templates, and menu layouts.
• Finance: Fiscal periods and document numbering.
• Data & Monitoring: Logs, activity monitors, and API keys.
• AI Settings: AI configuration, budgeting, and usage.