{"id":7430,"date":"2024-09-16T15:30:24","date_gmt":"2024-09-16T15:30:24","guid":{"rendered":"https:\/\/techhub.saworks.io\/?post_type=docs&#038;p=7430"},"modified":"2025-08-27T13:36:37","modified_gmt":"2025-08-27T13:36:37","slug":"page-daccueil","status":"publish","type":"docs","link":"https:\/\/techhub.saworks.io\/fr\/docs\/outils-phenix\/outils-phenix-2\/page-daccueil\/","title":{"rendered":"Page d\u2019accueil"},"content":{"rendered":"\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<p>La <strong>page d\u2019accueil<\/strong> s\u2019affiche lorsque vous vous connectez \u00e0 <strong>Phenix<\/strong>.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"483\" data-src=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2025\/08\/Capture-decran-2025-08-27-131159-1024x483.png\" alt=\"\" class=\"wp-image-7432 lazyload\" data-srcset=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2025\/08\/Capture-decran-2025-08-27-131159-1024x483.png 1024w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2025\/08\/Capture-decran-2025-08-27-131159-300x141.png 300w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2025\/08\/Capture-decran-2025-08-27-131159-768x362.png 768w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2025\/08\/Capture-decran-2025-08-27-131159-1536x724.png 1536w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2025\/08\/Capture-decran-2025-08-27-131159-1800x848.png 1800w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2025\/08\/Capture-decran-2025-08-27-131159.png 1884w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/483;\" \/><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Barre de menu<\/strong><\/h3>\n\n\n\n<p>La <strong>barre de menu<\/strong> affich\u00e9e en haut de la <strong>page d\u2019accueil<\/strong> est visible sur <strong>toutes les pages<\/strong> de la plateforme <strong>Phenix<\/strong>. Elle comprend :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Logo Phenix<\/strong><br>Permet d\u2019acc\u00e9der \u00e0 la <strong>page d\u2019accueil<\/strong> depuis n\u2019importe o\u00f9 dans la plateforme.<\/li>\n\n\n\n<li><strong>Menu Clients<\/strong><br>Acc\u00e8s aux <strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/\">clients<\/a><\/strong>, <strong>groupes<\/strong> et <strong>centres<\/strong>.<\/li>\n\n\n\n<li><strong>Menu Comptabilit\u00e9<\/strong><br>Acc\u00e8s aux pages des <strong>activit\u00e9s <a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/comptabilite\/\">comptables<\/a><\/strong>.<\/li>\n\n\n\n<li><strong>Menu Rapports<\/strong><br>Acc\u00e8s aux rapports sur les <strong>clients<\/strong>, <strong>pr\u00eats<\/strong>, <strong>\u00e9pargnes<\/strong>, <strong>fonds<\/strong>, <strong>comptabilit\u00e9<\/strong> et <strong>XBRL<\/strong>.<\/li>\n\n\n\n<li><strong>Menu Admin<\/strong><br>Acc\u00e8s au <strong>menu d\u2019administration<\/strong>.<\/li>\n\n\n\n<li><strong>Outil de recherche<\/strong><br>Outil de <a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/outils-phenix\/outils-phenix-2\/recherche-globale\/\">recherche global<\/a> \u2014 utilisez-le pour rechercher des <strong>clients<\/strong>, <strong>groupes<\/strong> et <strong>centres<\/strong>.<\/li>\n\n\n\n<li><strong>Menu Phenix<\/strong><br>Acc\u00e8s \u00e0 :\n<ul class=\"wp-block-list\">\n<li><strong>Aide<\/strong> (redirige vers le manuel utilisateur)<\/li>\n\n\n\n<li><strong>Profil<\/strong> (votre profil utilisateur, avec une option pour changer votre mot de passe)<\/li>\n\n\n\n<li><strong>Param\u00e8tres<\/strong> (pour changer la langue et le format de date)<\/li>\n\n\n\n<li><strong>Bouton de d\u00e9connexion<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Bouton d\u2019alternance Accueil\/Tableau de bord<\/strong><br>Situ\u00e9 en haut \u00e0 droite, il permet de basculer entre la <strong>page d\u2019accueil<\/strong> et la <strong>page du tableau de bord<\/strong>.<\/li>\n\n\n\n<li><strong>Nom d\u2019utilisateur<\/strong><br>Il appara\u00eet \u00e0 c\u00f4t\u00e9 du mot <strong>Bienvenue<\/strong>.<br>Si votre nom d\u2019utilisateur ne s\u2019affiche pas correctement, contactez votre administrateur.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Outil de recherche d\u2019activit\u00e9s<\/strong><\/h3>\n\n\n\n<p>Un moyen rapide de <strong>trouver et naviguer<\/strong> vers les activit\u00e9s\/pages dans la plateforme Phenix.<br>Saisissez des <strong>mots-cl\u00e9s<\/strong> dans le champ de recherche pour afficher les activit\u00e9s associ\u00e9es.<\/p>\n\n\n\n<p>Par exemple, pour acc\u00e9der \u00e0 une activit\u00e9 li\u00e9e aux pr\u00eats, tapez <strong>\u00ab\u00a0pr\u00eat\u00a0\u00bb<\/strong> dans le champ de recherche.<br>Les activit\u00e9s li\u00e9es aux pr\u00eats seront list\u00e9es (ex. : cr\u00e9er un produit de pr\u00eat, produits de pr\u00eat, r\u00e9affectation massive de pr\u00eats).<br>Vous pouvez ensuite cliquer sur l\u2019activit\u00e9 souhait\u00e9e.<\/p>\n\n\n\n<p>De la m\u00eame mani\u00e8re, vous pouvez acc\u00e9der aux activit\u00e9s li\u00e9es aux <strong>clients<\/strong>, <strong>produits d\u2019\u00e9pargne<\/strong>, <strong>groupes<\/strong>, et plus encore.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Astuces de navigation<\/strong><\/h3>\n\n\n\n<p>Les m\u00e9thodes de navigation disponibles partout dans Phenix incluent :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Menu raccourci<\/strong> (barre lat\u00e9rale)<\/li>\n\n\n\n<li><strong>Barre de menu Phenix<\/strong><\/li>\n\n\n\n<li><strong>Outil de recherche<\/strong> (situ\u00e9 sur la barre de menu Phenix)<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Menu raccourci<\/strong><\/h3>\n\n\n\n<p>Il s\u2019agit d\u2019un <strong>menu lat\u00e9ral<\/strong> regroupant vos <strong>activit\u00e9s Phenix favorites ou les plus utilis\u00e9es<\/strong>.<br>Vous pouvez <strong>personnaliser<\/strong> ce menu selon votre style de travail.<br>Il s\u2019affiche automatiquement lorsque vous <strong>survolez la zone du menu<\/strong> avec la souris.<br>Le menu raccourci est disponible sur <strong>toutes les pages<\/strong> de l\u2019application Phenix.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>La page d\u2019accueil s\u2019affiche lorsque vous vous connectez \u00e0 Phenix. Barre de menu La barre de menu affich\u00e9e en haut de la page [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":7332,"menu_order":7,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"doc_badge":[],"class_list":["post-7430","docs","type-docs","status-publish","hentry"],"author_avatar":"https:\/\/secure.gravatar.com\/avatar\/6a70e7c73db9f245e650948d09d74f61?s=96&d=mm&r=g","author_name":"Annick N'dri","_links":{"self":[{"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/docs\/7430"}],"collection":[{"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/comments?post=7430"}],"version-history":[{"count":0,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/docs\/7430\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/docs\/7332"}],"wp:attachment":[{"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/media?parent=7430"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/doc_tag?post=7430"},{"taxonomy":"doc_badge","embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/doc_badge?post=7430"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}