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Difficulty: novice

Content

Table of Contents
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Learning Objectives

After reading this article, you’ll be able to:

  • Create a new profile using the wizard.

  • Adjust an existing start board.

Profiles and startboards

Have you read both the User profiles and the StartBoard and NavigationMenu article? management basics article?

General

Info

The navigationMenu and buttonBar should not be modified. Access to available menu options and buttons is automatically determined when running the Solution Based Rollouts (SBR). E.g. after running Work order SBR, the corresponding menu option and buttons will become available.

A user Profile consists of user groups, a startboardstartBoard, and a navigation menu. During the first initialization of your Workplace environment, a number of user profiles are generated during when using the Solution Based Roll-out. The user Rollouts. User groups that are assigned to the each user profile determines the access to functionalities of on the startboard startBoard and the navigation menu.

  • Startboards StartBoards encompasses a cluster of information and functionalities greeting the user on the homepage.

  • A startboard startBoard showcases the most frequently used functionalities for a specific user profile. Users cannot modify their own startBoard.

  • The available tiles (buttons) on the startboard startBoard is determined by the access rights granted by authorization groups (= user groups).

  • A startboard startBoard can be customized by the application manager by adding or removing reports.

  • A built-in Wizard helps creating a wizard can be used to create new user profile profiles with a unique startboardstartBoard.

Tip

A clear and fast

startboard

startBoard is always preferred

. A startboard that is too complex is not user friendly and can limit the performance.

Note: It is not possible to change the functionalities of the navigation menu or the startboard. The only changes that can be made is adding or deleting the reports to a startboard!

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for optimal user experience. Don’t add all reports you can find to a startBoard, this will not benefit the user experience.

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Creating a new user profile using the Wizard

.

After the initial profiles have been generated using the Solution Based Roll-out, it is still possible to easily create new user profiles via the Create User Profile Wizard. The Wizard will generate a new user profile and a new startboard startBoard based on the user groups selected. During the setup of the wizard, it is possible to customize the startboard startBoard by adding or removing reports.

To create a new profile with a starboard using the Wizard:

  1. Navigate to the Admin menuvia the navigation menu;

  2. Click on Profiles;

  3. Create a new user profile using the Create by wizard button;

  4. Fill in the name and the description of the profile; Select the desired user groups

    1. Alternatively press the 'Create userprofile' button on our startBoard.

  5. Select user groups in the 'Select usergroups' include;

  6. Click Next;

  7. A startBoard is now auto-generated based on the selected user groups;

  8. Edit the startboardthe startBoard;

    1. Don't delete or move the Announcement list and two button bars (these cannot be added again!);

    2. Remove reports by clicking on the cross (next to the magnifying glass).;

    3. Add reports by clicking on the Add report button;

      1. Select the desired reports and click on Add selected reports.

    4. Adjust the positioning of the reports and includes using the Row, Column, With and Colspan.

  9. To preview the startboardstartBoard, click on Show StartboardStartBoard;

  10. To go back to the Wizard

    ,

    : click on the “Wizard_case_Wizard” in your crumble path

    .

    > press 'Execute to restart the wizard;

  11. Finish the user profile by clicking on Finish wizard;

  12. The profile is now ready to be used and can be found via the ‘Profile’ button on your startBoard..

Note

Note: Do not delete the includes during this process. A new profile must be created to be able to retrieve them.

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Configure an existing

startboard

startBoard

When generating a new user profile, a new startboard startBoard is automatically generated based on the selected user groups added to the profile. During the initial setup of a user profile, some customization, like adding and deleting reports, is available. It However, it is possible to adjust the startboard startBoard post creation. To configure an existing startboardstartBoard:

  1. Navigate to the Startboards button on the startboardstartBoard;

  2. Select the startboard startBoard that should be configured;

  3. Click on Configure startboardstartBoard;

  4. Edit the startboardstartBoard;

    1. Delete includes or reports by clicking on the cross (next to the magnifying glass).

    2. Add reports by clicking on the Add report button.

  5. Press ‘Save and return’ to save the startBoard

Note

Note: When changing an existing

startboard

startBoard, the changes will

be experienced by all user profiles.

take effect immediately for users that already have this profile

Summary

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  • A start board startBoard is automatically generated when creating a new profile.

  • A start board startBoard is used to highlight the most frequently used functionalities of a user profile.Common features available on a start board are tiles (buttons), reports and graphs.

Exercise

  •  Create a new profile (in the backup environment)

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