General

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.

Customizing Startboards

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 start board

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

1. Navigate to pages via the navigation menu;

2. Click on new to generate a new button bar;

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.

Create a new button on the button bar

To create a tile on your start board, you have to add a function to the ButtonBar page. In turn, the ButtonBar page must be added as an include to the StartBoard page. Have you read the /wiki/spaces/KB/pages/94011487 article? This article goes over the basics when adding functions to pages.

1. Navigate to to pages via the navigation menu;

2. Search for the ButtonBar page that you have created;

3. Click on the function tab;

4. Add a new function (plus symbol);

The main difference between tiles and other functions are the glyph symbols used to represent the functionalities of the buttons. An extensive list of available glyphs are available in the PDF document linked below.

1. Fill in the name of the glyph in the field “glyph” on the functions settings.

In the example below, we are creating a button used for searching for contacts. The page behind the button is the personContactSearchView page. To represent the contacts module, we chose the glyph “user” as seen below.

Linking the button bar to the start board

As soon as all the desired functions (buttons) 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 https://spacewell.atlassian.net/wiki/spaces/~62e256719974783acc356c63/pages/108429580 article to broaden your knowledge on the subject of includes.

1. Navigate to pages via the navigation menu;

2. Select the start board where the button bar will be added;

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

4. Add the button bar in the Include field;

Create a header and a boarder around the button bar

A couple of the most frequently used features for button bars are the use of header and the container style settings to group related buttons. A boarder around the button bar and a header can be set by the container style and the header settings, receptively.

1. Navigate to pages via the navigation menu;

2. Select the start board where the button bar has been added;

3. Click on the hyperlink of the row corresponding to the button bar include;

   

4. Add a header;

5. Select a container style;

Add the start board to a profile

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.

Customizing a navigation menu

Create a new navigation menu page

When creating a new navigation menu, 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 navigation menu page should always end with “NavigationMenu” for all the functionalities to operate as expected.

1. Navigate to pages via the navigation menu;

2. Click on new to generate a new navigation menu page.

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

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

Add functions to the navigation menu

The functions (buttons) on the navigation menu are configured much in the same way as other buttons in the Workplace environment. Please have a look at /wiki/spaces/KB/pages/94011487 in case you need to revise your knowledge on how to create functions. There is, however, a unique setting that only applies to navigation menus. The setting “Navigation group” determines under which menu the new function will be positioned in the navigation menu.

1. Navigate to the functions tab of your new navigation menu.

2. Add a function and configure it normally.

3. Specify the navigation group.

Add the navigation menu to a profile

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 navigation menu will be linked;

3. Select the navigation menu via the drop-down menu.