OptimCE — Guides utilisateur OptimCE — User guides

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Guide utilisateur User guide

1 Open the app

Accessing OptimCE CRM
Open the OptimCE CRM application in your browser — the landing page exposes a login entry point.
Step 1

2 Start the login

Accessing OptimCE CRM
Click the login button to be redirected to the Keycloak login form.
Step 2

3 Enter your credentials

Login to Keycloak
Fill in your Keycloak username and password. These credentials are managed by the authentication server, not by OptimCE itself.
Step 3

4 Open the profile

Navigation
In the left sidebar, click "Profile" to display your personal account page.
Step 4

5 Profile displayed

Landing on the profile
Your profile is displayed: personal info, avatar and account card are loaded from the CRM.
Step 5

Sign in

Guide utilisateur User guide

1 Open the app

Accessing OptimCE CRM
Open the OptimCE CRM application in your browser — the landing page exposes a login entry point.
Step 1

2 Start the login

Accessing OptimCE CRM
Click the login button to be redirected to the Keycloak login form.
Step 2

3 Enter your credentials

Login to Keycloak
Fill in your Keycloak username and password. These credentials are managed by the authentication server, not by OptimCE itself.
Step 3

4 Open the profile

Navigation
Tap the menu icon in the top-left to open the navigation drawer, then "Profile" to display your personal account page.
Step 4

5 Profile displayed

Landing on the profile
Your profile is displayed: personal info, avatar and account card are loaded from the CRM.
Step 5