The “Home” page in Asset Management allows users with Site View permissions to customize each dashboard panel and update their User Profile information. Dashboard settings are saved by user, so each person can tailor the “Home” page to the information most useful for their role.
- Navigation:
- Site View
- Home
Customizing Dashboard Panels
The “Home” page dashboard includes four customizable panels. These panels can display information such as statistics, tag distributions, alerts, notifications, or status changes.
The default dashboard is the same for all users. After a user updates the dashboard, the configuration becomes specific to that user. Saved dashboard preferences apply to any site the user can access.
Dashboard preferences can differ between Administrative View and Site View.
- Click the
Panel Settings icon in the upper-right corner of the panel you want to update. The “Panel Settings” window opens.
- Select the panel you want to display from the Panel Display drop-down menu. To leave a panel blank, select None.
- For example, select Notifications to display a list of current inventory-related activity for the user’s site.
- Apply additional filters, if required.
- Click
Save. The dashboard refreshes to display the updated panel settings.
User Profile Settings
User Profile Settings allows users to view and update profile information and change their login password.
- Click
User in the upper-right corner of the screen. A drop-down menu displays the options Profile Settings and Log Off.
- Click
Profile Settings to access Edit Contact Information and Reset Password.
- Click
Edit Contact Information. The “Profile Details” window opens.
- Enter the updated contact information.
- Click
- If your district does not use single sign-on, click
Reset Password. The “Profile Details” window opens.
- Enter the new password in the “New Password” and “Confirm Password” fields.
- Click
- Click
Close to close the “Profile Details” window.