Customizing the Administrative User Dashboard

Asset Management allows users with Administrative View access to customize the reports shown in each Home dashboard panel and update User Profile information.

1. Navigation:
2. Admin View
3. Home

Customize Dashboard Panels

The “Home” page includes four customizable dashboard panels that display specialized information when the page opens. Depending on the panel selected, this information may include statistics, tag distributions, alert notifications, or tag status changes.

All users begin with the same default dashboard. After a user updates the dashboard, the layout becomes specific to that user.

A user’s dashboard preferences apply to every site they can access.

Dashboard preferences can differ between the administrative and site levels.

1. Click the Panel Settings icon in the upper-right corner of the panel you want to change. The “Panel Settings” window opens.

2. Select the panel you want to display from the Panel Display drop-down menu. To remove a panel, select None.

   Note: Example: Select New Tags Received to display a graph of recently received assets.

3. Add filters, if required.
4. Click Save. The dashboard updates to reflect your changes.

User Profile Settings

User Profile Settings allows users to view and update contact information and change their login password.

1. Click User in the upper-right corner of the screen. A drop-down menu displays the options Profile Settings and Log Off.
2. Click Profile Settings to access Edit Contact Information and Reset Password.
3. Click Edit Contact Information. The “Profile Details” window opens.
4. Enter the updated information.
5. Click Save. The “Profile Details” window updates with the saved information.
6. To reset your password, if your district does not use single sign-on, click Reset Password. The “Profile Details” window opens.
   1. Enter the new password in the “New Password” and “Confirm Password” fields.
   2. Click Save. The “Profile Details” window updates with the saved information.
7. Click Close to close the “Profile Details” window.