Difficulty: novice
Content
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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
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User
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A user Profile consists of user groups, a startboard, and a navigation menu. During the first initialization of your Workplace environment, a number of user profiles are generated during the Solution Based Roll-out. The user groups that are assigned to the each user profile determines the functionalities of the startboard and the navigation menu.
Startboards encompasses a cluster of information and functionalities greeting the user on the homepage.
A startboard showcases the most frequently used functionalities for a specific user profile.
The tiles (buttons) on the startboard is determined by the access rights granted by authorization groups.
A startboard can be customized by adding or removing reports.
A built-in Wizard helps creating a new user profile with a unique startboard.
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A clear and fast 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! |
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 based on the user groups selected. During the setup of the wizard, it is possible to customize the startboard by adding or removing reports.
To create a new profile with a starboard using the Wizard:
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Click on Profiles;
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Create a new user profile using the Create by wizard button;
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Fill in the name and the description of the profile;
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Select the desired user groups;
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Click Next;
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Edit the startboard;
Remove reports by clicking on the cross (next to the magnifying glass).
Add reports by clicking on the Add report button;
Select the desired reports and click on Add selected reports.
Adjust the positioning of the reports and includes using the Row, Column, With and Colspan.
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To preview the startboard, click on Show Startboard;
To go back to the Wizard, click on the “Wizard_case_Wizard” in your crumble path.
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Finish the user profile by clicking on Finish wizard.
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Note: Do not delete the includes during this process. A new profile must be created to be able to retrieve them. |
Configure an existing startboard
When generating a new user profile, a new startboard is automatically generated based on the selected user groups added to the profile. During initial setup of a user profile, some customization, like adding and deleting reports, is available.
It is possible to adjust the startboard post creation. To configure an existing startboard:
Navigate to the Startboards button on the startboard;
Select the startboard that should be configured;
Click on Configure startboard;
Edit the startboard;
Delete includes or reports by clicking on the cross (next to the magnifying glass).
Add reports by clicking on the Add report button.
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Note: When changing an existing startboard, the changes will be experienced by all user profiles. |
Summary
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A start board is automatically generated when creating a new profile.
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A start board is used to highlight the most frequently used functionalities of a user profile.
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profiles are managed using the ‘User profile management’ dashboard. More information on this functionality can be found in this Application managers article: User profile management dashboard.