Difficulty: novice

Profiles and startboards

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

A user Profile consists of user groups, a startboard, and a navigation menu. When fist setting up 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 access to the functionalities in the navigation menu.

Startboards encompasses a cluster of information and functionalities greeting the user on the homepage. A startboard is highly customizable and can be made as complex or as minimalistic as necessary. Usually, a startboard is meant to showcase the most frequently used functionalities for a specific user profile. These functionalities can be made visible as tiles, reports or includes. After generating the basis of the startboard using the Solution Based Roll-out, it is possible to further customize it by adding or removing tiles, reports and includes.

Configure an existing startboard

When

-Create a new button bar.

-Add a new report.

-Add a new include.

Creating a new 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. Moreover, it is possible to customize the the startboard by adding or removing reports.

To create a new profile with a star board using the Wizard:

1. Navigate to the Admin menu via 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;

5. Select the desired user groups;

6. Click Next;

7. Edit the startboard;

   1. Delete includes or reports by clicking on the cross.

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

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

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

8. To preview the startboard, click on Show Startboard;

   1. To go back to the Wizard, click on the “Wizard_case_Wizard” in your crumble path.

9. Finish the user profile by clicking on Finish wizard.

Create a new start board

When creating a new profile using the Wizard in Workplace, a new start board is automatically generated based on the selected authorization groups. Further customization is possible by adding reports or deleting

Create a new start board

When creating a new start board, it is important to correctly position it in the pages hierarchy. Make sure to have read the /wiki/spaces/KB/pages/27623427 article on how to create or copy a page. A start board page should always end with “StartBoard” for all the functionalities to operate as expected.

1. Navigate to pages via the navigation menu;

2. Click on new to generate a new start board.

3. Fill in “StartBoard” as parent page to position the page correctly in the hierarchy;

4. Give the page a new name that ends on “StartBoard”.

Create a new button bar and link it to the startBoard

Tiles on the start board are functions that are situated on a special include called “button bar”. The tiles are functions (buttons) on the button bar that are used as shortcuts to access specific pages or reports. The button bar pages page must end with ButtonBar.

1. Navigate to pages via the navigation menu;

2. Click on new to generate a new start board.

3. Fill in “ButtonBar” as parent page to position the page correctly in the hierarchy;

4. Give the page a new name that ends on “ButtonBar”.

As soon as all the desired functions have been added to the button bar, it is time to link the button bar to the start board. Other includes, reports and graphs can also be linked to the start board. Please have a look at /wiki/spaces/KB/pages/108429580 article to broaden your knowledge on the subject of includes.

1. Navigate to pages via the navigation menu;

2. Search for the name of the start board;

3. Add a new include using the plus sign in the top right corner;

4. Add the button bar in the Include field;

Add an include or report to the startBoard

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Configure the buttonBar

Add button to button bar

Add “create +” functions to a button bar

The button bar include is unique in the way the tiles are presented on the start board. The tiles serve as a short-cut functionality to showcase the most frequently used functionalities of a profile. However, the tiles are not much different from other buttons in the Workplace environment as they are configured in much the same way. Please have a look at /wiki/spaces/KB/pages/94011487 in case you need to revise your knowledge on how to create functions.

1. Navigate to the functions tab of your new button bar.

2. Add a function and configure it normally.

3. Add a glyph to create a symbol.

Configure in

Link the start board to a profile

A start board in a compulsory feature to ensure that a profile is operational. To be able to use the start board on a profile, we will have to link them first.

1. Navigate to Admin via the navigation menu and click on Profiles;

2. Click on the profile (or create a new one) where the new start board will be linked;

3. Select the start board via the drop-down menu.

Summary