Difficulty: novice
Content
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Learning Objectives
After reading this article you will be able to:
Create a new profile using the wizard.
Adjust an existing start board.
New article where we describe the user profile management functionality. This article is than added to the 'Step-by-step implementation guides.
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Also include in this article:
the on startBoard feature
General
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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 startBoard, and a navigation menu. User groups that are assigned to the each user profile determines the access to functionalities on 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. Users cannot modify their own startBoard.
The available tiles (buttons) on the startBoard is determined by the access rights granted by authorization groups (= user groups).
A startBoard can be customized by the application manager by adding or removing reports.
A wizard can be used to create new user profiles with a unique startBoard.
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A clear and fast startBoard is always preferred for optimal user experience. Don’t add all reports you can find to a startBoard, this will not benefit the user experience. |
Configure an existing startBoard
When generating a new user profile, a new startBoard is automatically generated based on the user groups added to the profile. During the initial setup of a user profile, some customization, like adding and deleting reports, is available. However, 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.
Press ‘Save and return’ to save the startBoard
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Note: When changing an existing startBoard, the changes will take effect immediately for users that already have this profile |
Summary
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Exercise
- Create a new profile (in the backup environment)
Search
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User 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.