FSI Getting Started & How to Use

This guide explains onboarding and role-based workflows for employees, supervisors, and finance users in the FSI application.

1. General Getting Started

  • Initial Login: Navigate to /auth/login and enter your corporate credentials.
  • Vetting Process: After first login, your account enters a Pending Approval state until employee approval is complete.
  • Theme Selection: Open the Account dropdown to choose a theme preference. Dark mode follows your system setting and persists in local storage to reduce page-load flashing.

2. Employee User Guide

  • Access Dashboard: Once vetted, open your dashboard to review active tasks and reports.
  • Submit New Data: Select the primary blue action button to open a new quote or expense submission form.
  • Threshold Validation: As you enter shipment or budget values, the LogisticsThresholds service evaluates limits in real time.
  • Submission: SAFE submissions can proceed directly. WARNING state (for example, near 90% of a limit) notifies you but still allows submission.

Screenshots Placeholder

  1. Screenshot 1: The .fsi-card styled login form.
  2. Screenshot 2: A submission form showing a ThresholdStatus.WARNING badge.

3. Help & Support

Click the ? icon in the .fsi-navbar to open support documentation with deeper detail on automation, data integration, and system transitions.

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