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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 to provide greater flexibility. Items on the dashboard are now displayed as widgets, allowing admins to create custom dashboard layouts by arranging these widgets freely.

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

Quick StepsSteps:
    

Accessing the Dashboard

  1. OpenAccess theDashboard: 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. View/Change Layouts: Use the Dashboarddropdown Layoutsmenu page to:

    • Create a new layout.(top-right).

    • EditManage or set layouts as system defaults.Layouts:

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

Creating Custom Widgets

    • Go to System Configuration →> Dashboard Layouts.

    • Create or edit layouts by dragging widgets.

  1. Create Widgets:

    • Go to Custom Dashboard Items.

    • ClickAdd Createtitle, Newcontent, and configuresave.

      the
      • widget’s Title, Identifier, Language, and Content.

  2. SaveAssign Permissions: Ensure roles have the widgetcorrect anddashboard add it to a layout.permissions.

Adjusting

Step Permissions
by
    Step
  1. Instructions:    

    Access System Configuration → Admin Management → Manage Roles.

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

--------------------------------------------------------------- 

Accessing the Dashboard

  • 1.  The dashboard is the first thing visibleyou on the home pagesee when accessing the adminAdmin site.site.

    • 2.   

  • Click

    Tothe OPS-COM logo in the top left to return to the home page and dashboard from anywhere on the site, click the OPS-COM logo in the top-left corner of the screen.anywhere.

    •  

Dashboard

Layouts

Active Layout

  • Admin usersAdmins with the correct permissionspermission will see a dropdown menu below the user menu in(top-right).

    ·      Use the top-right corner.

  • Use thisDashboard menu to:

    item
      to
    • preview

      Viewand availableactivate different dashboard layouts.

      • ·     

    • The

      Preview aactive layout andis setthe one you see on your homepage. Changing it as your active dashboard (only affects theyour admin making the change).account.

      •  

    • Managing

Dashboard Layout ManagementLayouts

Admins with proper permissionspermission can manage layouts through the Dashboard Layouts and Items menu undervia System Configuration > Dashboard:

·     

  1. Dashboard Layouts: Manage or create layouts.

      ·     

    • Custom Dashboard Items: Create and manage widgets.

      Manage all existing dashboard layouts (including those created by others).

      • In

    • Dashboard Layouts, you can:

      Actions·      include:

      • New Layout: Create a new layout.dashboard.

        • ·     

      • Dashboard Items: NavigateGo to the customwidget dashboardcreation items page (accessible from the System Configuration menu).page.

      • ·     

      • Make System Default: Set a default layout asfor the default forall users without ana activecustom dashboard.

        • ·     

      • Edit: Modify an existing layout.

        •  

  2. Custom Dashboard Items

    • Create and manage custom widgets.

Creating Dashboard Layouts

  • 1.   Click Edit or New Layout or Edit an existing layout to open the layout editor.

    • 2.  

  • Drag and drop widgets from the widgetWidget storageStorage toonto the layout.dashboard.

    Widgets

    3.   can be resizedResize and rearranged.arrange widgets as needed.

  • 4.  

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

    • Newly createdNew widgets (systemsystem-created or custom) will appear in storage.the Widget Storage sidebar.

      •  

  • WidgetTypes typesof are color-coded:Widgets

      ·     

    • Blue: System widgets (sitefor administrationkey information).admin information.

      • ·     

    • Yellow: Stats widgets (graphsfor site stats and statistics).graphs.

      • ·     

    • Green: Admin-Custom widgets created customby widgets.admins.

      •  

Creating Custom Dashboard Items

Admins1.   canGo create custom widgets by accessing the item management page underto System Configuration: > Dashboard > Custom Dashboard Items.

    2.  

  1. View all existing custom widgets.

  2. Choose toClick EditNew Item or Create NewEdit to open the item editor.

    3. ·     

  3. Configure the following:

    • Title: Widget header displayed on the dashboard.

      • ·     

    • Identifier: Unique ID for identifying the widget.

      • ·     

    • Language: SpecifyCreate the languageversions for thedifferent item.site languages.

      • ·     

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

    • 3.  

  4. Save the widgetitem. toIt makewill itnow availableappear in the widget storage sidebar for placement on the dashboard.sidebar.

    5. 4.  

  5. Drag theit custom widget toonto a dashboard layout and savesave.

     

    Permissions

    To manage dashboards, you need the layout.following Thepermissions widgetfound willin nowSystem appearConfiguration > Admin Management > Manage Roles.

    Choose the specific Role, click on the dashboard.

Permissions 

Permissions for managingthat dashboardsrole, areand located underthen System Configuration →in Adminthe Management → Manage Roles → Edit aPermissions Rolesection →to Systemthe Configuration.right Keyto permissionsselect include:the settings.

    ·     

  • Change Dashboards: Allows viewingView and changingchange active dashboards.

    • ·     

  • Edit Dashboard Layouts: Allows creatingCreate and managingmanage layouts.

    • ·     

  • Edit Dashboard Items: Allows creatingCreate and managing custommanage widgets.

 

 

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