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System Dashboard

Reminder You need to be on the ops-com website logged in as an admin

Introduction

The system dashboard has been reworked.

reworked

to provide greater flexibility. Items that appear on the dashboard haveare beennow converteddisplayed intoas widgets, withallowing it now being possibleadmins to create custom dashboard layouts by placingarranging these widgets wherever wanted.freely.


Quick

Steps

Accessing the Dashboard

  1. Open the admin site; the dashboard appears on the home page.

  2. Click the OPS-COM logo (top-left) to return to the home page.

Managing Layouts

  1. Navigate to System Configuration → Dashboard Layouts and Items.

  2. Use the Dashboard Layouts page to:

    • Create a new layout.

    • Edit or set layouts as system defaults.

  3. Drag widgets from storage to your layout and save.

Creating Custom Widgets

  1. Go to System Configuration → Dashboard Items.

  2. Click Create New and configure the widget’s Title, Identifier, Language, and Content.

  3. Save the widget and add it to a layout.

Adjusting Permissions

  1. Access System Configuration → Admin Management → Manage Roles.

  2. Assign the appropriate dashboard-related permissions to roles.

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Accessing the Dashboard

  • The dashboard is the first thing seenvisible on the home page when accessing the admin site.

    image.png


  • To

    Thereturn to the home page and dashboard can be accessed from anywhere on the sitesite, by clickingclick the OPS-COM logo in the toptop-left leftcorner of the screen.

    image.png


Layouts

Active Layout

  • For adminAdmin users with the correct permissions,permissions will see a dropdown menu for dashboards will appear below the user menu in the top top-right of the screen.corner.

  • TheUse drop-downthis menu allowsto:

    the
      admin
    • to

      View view the differentavailable dashboard layouts that have been created.layouts.

      image.png


    • AccessingPreview a dashboardlayout willand show a preview of the selected dashboard, with the option to makeset it theas user's active dashboard.

      Theyour active dashboard is what the admin sees on their home page.

      This change (only affects the admin thatmaking madethe it.change).

      image.png


Dashboard Layout Management

IfAdmins theywith haveproper permissions can manage layouts through the correctDashboard permissions, admins can createLayouts and editItems their own dashboard layouts by accessing the dashboard layouts and items menu, locatedmenu under the System Configuration menu.:

  1. Dashboard Layouts

    • Dashboard Layouts - allows the management of dashboard layouts
    • Custom Dashboard Items - allows the creation and management of custom widgets

image.png


Clicking on Dashboard Layouts will open the dashboard layouts page.

This page contains a list ofManage all existing dashboard layouts,layouts (including those created by other admins.others).

From this page, the user can manage the site's dashboard layouts, including their creation and edit.

  • image.pngActions include:

    This page offers several options to manage dashboard layouts.

    • New layoutLayout: - createsCreate a new dashboardlayout.

      layout.

    • Dashboard Items: - takes the userNavigate to the custom dashboard items page.page This is also (accessible from the System Configuration menu.menu).

    • Make System Default: -Set setsa layout as the system default layout. This is the dashboard that will appear on the home page offor users whowithout do not currently have a dashboard set as active. This is separate from the individual user'san active dashboard.

    • Edit: -Modify editan the selected dashboardexisting layout.

  • Custom Dashboard Items

    • Create and manage custom widgets.


    • Creating Dashboard Layouts

    • Clicking toClick Edit an existing layout or to create a New Layout willto open the dashboard layout editor.

    • On this page, admins can dragDrag and drop widgets from the widget storage ontoto the dashboard layout. The widgetsWidgets can be movedresized and resized as desired.rearranged.

    • image.png

      • Widgets left in the widget storage will not appear on the dashboard.

      • Any new widgets, be they systemNewly created widgets (system or admin custom items,custom) will appear herein afterstorage.

        they

    • Widget types are created,color-coded:

      where
        they

      • Blue: System widgets (site administration information).

      • Yellow: Stats widgets (graphs and statistics).

      • Green: Admin-created custom widgets.

    Creating Dashboard Items

    Admins can thencreate becustom draggedwidgets ontoby accessing the item management page under System Configuration:

    1. View all existing custom widgets.

    2. Choose to Edit or Create New to open the editor.

    3. Configure the following:

      • Title: Widget header displayed on the dashboard.

      • NewIdentifier: systemUnique widgetsID willfor continuethe widget.

      • Language: Specify the language for the item.

      • Content: Add text, images, or other objects.

    4. Save the widget to bemake added and madeit available in the widget storage sidebar.


      There are several different types of widget, identified by their color.

      image.png


      • Blue - system widgets. Show important administration information about the site.
      • Yellow - stats widgets. Display site stats and information in different graph formats.
      • Green - admin-created custom items. These are the items created on the custom dashboard items page.



      Creating Dashboard Items

      It is possiblesidebar for admins to create their own custom dashboard items.

      The item management page can be found under System Management, below the Dashboard Management page, or accessed from the management page itself.

      image.png


      When accessed, the page will display a list of the custom dashboard items created by admins.

      image.png


      Choosing to Edit an existing item or to Create New will open the dashboard item editor.

      A version of the item can be made for each language installed on the site.

      image.png

      • Title - what appears as the widget headerplacement on the dashboard.

      • Identifier -

        Drag the IDcustom namewidget ofto a layout and save the item.layout. ThisThe is used to identify it on the dashboard layout editor.

      • Language - the current language you are creating the item for.
      • Content - whatwidget will now appear on the widget. The widget can include objects like text and images.

      If an item is open to be edited, it can be deleted from this page as well.


      Once saved, the custom item will appear in the widget storage sidebar when editing a layout.

      It can then be dragged onto the dashboard layout.

      image.png


      After the layout is saved with the custom widget on it, the item will appear when viewing the dashboard.

      image.png



    Permissions

    There are several permissions related to managing dashboards layouts.

    Permissions for themanaging dashboarddashboards canare be foundlocated under System Configuration → Admin Management → Manage Roles → Edit a roleRole → System Configuration. Key permissions include:

    image.png

    • Change Dashboards: -Allows allows the admin to view other dashboardsviewing and change theirchanging active dashboard.dashboards.

    • Edit Dashboard Layouts: -Allows allows the admin to createcreating and manage dashboardmanaging layouts.

    • Edit Dashboard Items: -Allows allows the admin to createcreating and managemanaging custom dashboardwidgets.

      items.

     

     

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