Principal task areas

When you log on Cloudbrief automatically defaults to Brief Manager.

After you have logged on the screen will display a window that lists your Briefs, a button to create a new Brief and a tool bar above. The tool bar has four tabs for the four main task areas for a Brief Manager – Brief Manager, User Manager, Event Log and Archive.

If you have created a number of Briefs they will be listed by the names you have given them in the Briefs window.

By left clicking on the name of a Brief a number of buttons will appear next to the New Brief button. Clicking on the applicable button will enable you to add a new folder or subfolder in a Brief, edit the name and details of the Brief, or archive or delete a Brief.

Selecting the Brief will also display information about the Brief, the relevant Access Group and members (Users) in that Access Group and the category of the User.

You will be able to edit the information about any User in the Access Group. Left click on the User’s name.