# Login & Access Management ## Module Overview Before you can prepare PC forms, review submissions, or attend to meeting actions, you need to sign in to the **Sindh Development Portfolio Management System (PMS)**. This module covers how you log in, manage your password, update your profile, and set up your digital signature—which you will use when approving or deferring records throughout the system. Your login determines which menu items and actions you can see. A department submitter sees different options than a checker, a P&D approver, or the Chairman. You do not need to configure anything yourself; your administrator assigns your role and department access. --- ## Navigation ### Reaching the Login Screen 1. Open your web browser (Chrome, Edge, or Firefox recommended). 2. Go to the PMS web address provided by your IT department. 3. You will see the **Sindh Development Portfolio Management System** login page with the government branding and a sign-in form. ### After Login When you sign in successfully, the system redirects you to the **Dashboard**. From there, use the **left sidebar** (icon rail and flyout menu) to reach every module: - **Dashboard** — home overview - **Schemes** — scheme search and details - **Planning & PC Forms** — PC form list and creation - **Activity Calendar / Meeting Workspace** — meetings and schedules - Other sections appear based on your role (Visit Plans, M&E Reports, Insight Reports, etc.) ### Logging Out Scroll to the bottom of the left sidebar icon rail and click **Logout**. Always log out when you finish work on a shared computer. --- ## Screen Overview ### Login Page When you open the login page, you will see: | Area | What It Shows | |------|---------------| | **System title** | Sindh Development Portfolio Management System | | **Email / Username field** | Where you enter your registered email address | | **Password field** | Where you enter your password | | **Sign In button** | Submits your credentials | | **Forgot Password link** | Opens the password recovery flow | ### First Login Prompt If this is your first time signing in—or if your administrator has reset your password—you may see a prompt asking you to **update your password**. You can dismiss it temporarily, but you should change your password as soon as possible. ### Top Header (After Login) Once logged in, every page shows a top header with: - **Notification bell** — shows recent alerts; click to open the dropdown or go to the full notifications page - **User menu** — your name, profile link, signature settings, and support options ### User Profile (`My Profile`) From the sidebar under **User Profile**, open **My profile** to view and update: - Your name and contact details - Department affiliation - Profile photo (if enabled) ### Digital Signature (`Signature`) From the user menu or profile area, open **Signature** to: - **Draw** your signature using the mouse or touch screen - **Upload** a signature image file - **Clear** and redo your signature - **Preview** how your signature appears on official documents Your saved signature is used automatically when you approve PC forms, sign meeting notices, co-sign Minutes of Meeting, and similar actions. ### Support Under **User Profile**, you can: - **New support request** — report a problem or ask for help - **My support tickets** — track open and closed support requests --- ## Step-by-Step User Guide ### Signing In 1. Open the PMS login page in your browser. 2. Enter your **email address** in the username field. 3. Enter your **password**. 4. Click **Sign In**. 5. If your credentials are correct, you land on the **Dashboard**. 6. If login fails, check that Caps Lock is off and try again. Use **Forgot Password** if needed. ### Resetting a Forgotten Password 1. On the login page, click **Forgot Password**. 2. Enter your registered email address. 3. Follow the instructions sent to your email to set a new password. 4. Return to the login page and sign in with your new password. ### Updating Your Password (First Login) 1. After signing in, if a password update prompt appears, click **Update Password** (or follow the on-screen instructions). 2. Enter your current password, then your new password twice. 3. Save the change. 4. Use your new password on your next login. ### Setting Up Your Digital Signature 1. Click your **user menu** in the top-right corner. 2. Select **Signature** (or open it from the profile area). 3. Choose **Draw** and sign in the box, or choose **Upload** and select a clear signature image. 4. Click **Save**. 5. Use **Preview** to confirm it looks correct on a sample document layout. You should complete this step before your first approval action, because many workflows require a signature when you approve or defer a record. ### Requesting Support 1. Open **User Profile** in the sidebar. 2. Click **New support request**. 3. Describe your issue clearly—include the screen you were on and what you were trying to do. 4. Submit the request. 5. Track replies under **My support tickets**. --- ## Required Fields ### Login Form | Field | Required? | What to Enter | |-------|-----------|---------------| | Email / Username | Yes | Your official registered email | | Password | Yes | Your account password | The system will not let you sign in if either field is empty. ### Password Reset | Field | Required? | What to Enter | |-------|-----------|---------------| | Email | Yes | The email linked to your PMS account | --- ## Access Levels (What You Can See) Your administrator assigns your role. Typical access patterns: | Role | What You Usually See | |------|----------------------| | **Department Submitter** | Schemes, PC Forms (create/edit own records), Dashboard | | **Checker** | PC Forms (review forwarded records), notifications for items awaiting check | | **Department Approver** | PC Forms forwarded for department approval | | **P&D Approver** | PC Forms forwarded to P&D, working papers, meeting workspace | | **Chairman** | PC forms forwarded for advice, meeting documents, approve/defer actions | | **M&E Officer** | Dashboard (M&E variant), Visit Plans, M&E Reports, maps | If you believe you are missing a menu item you need for your job, contact your system administrator—do not share login credentials with colleagues. --- ## Business Scenarios ### Scenario: New Employee First Day Maria receives her login email from the administrator. She opens PMS, signs in, updates her password, and sets up her digital signature. She then opens the Dashboard to confirm she can see Schemes and PC Forms for her department. ### Scenario: Forgotten Password Before a Deadline Ahmed cannot remember his password the day a PC-I is due. He uses **Forgot Password**, resets via email, signs in, opens **PC Forms**, and continues editing his draft. ### Scenario: Signature Required for Approval Sana is a department checker. Before reviewing her first PC-I, she opens **Signature**, draws her signature, and saves it. When she clicks **Approve** on a forwarded PC-I, her signature is applied to the approval record. --- ## Tips for Trainers - Demonstrate login on a test account so trainees see the real Dashboard for their role. - Emphasize that **Defer** (not "Reject") is the term used when returning a record for correction. - Show where the notification bell is—most daily work starts from an alert. - Have every approver set up their signature before the approval exercise. --- *Next: [Dashboard Overview](02-Dashboard-Overview.md)*