Preset work areas and perspectives

The administrator can create custom, non-editable perspectives and work areas for user groups that will streamline dashboard assignments that have been configured to align with the customer's specific business requirements. Once created, these preset perspectives and work areas cannot be edited or deleted by users, and will display by default; this is to ensure that users are engaging with tasks in the way the admin configured. To use this feature, contact Stibo Systems.

Creating preset work areas and perspectives for users

When creating a work area for users, you must be logged in to an admin account. Once logged in, refer to Adding a new work area for instructions. After the work area have been set as default, user groups will be able to use them immediately.

To create default perspectives, you must be logged in to your admin account. Once logged in, refer to Adding a new perspective for instructions. Admin will need to add standard perspectives to the work area, and after work areas have been set to default, the perspectives will be default as well. Dashboard views for users will look the same, but editing and ordering work areas and perspectives will be limited.

User permissions for preset work areas and perspectives

Admin and users cannot modify or move preset work areas. The "Edit" and "Delete" options are disabled. Only admin users can change work area settings such as "Rename," "Duplicate," "Move to," "Reset to default," and "Delete."

 

Users cannot move perspectives once they have been set by admin permissions.

In a perspective, when a user hovers their cursor over the edit menu options, a message displays stating that the perspectives belong to the preset work areas and cannot be altered, nor new perspectives be added.

Users can add columns and adjust column width in preset perspective tables. Changes made by the individual user to default perspective tables such as columns, width, filters, and sort options, display only for that user, and are saved for future work sessions. Users can also choose to reset their adjusted tables back to default configurations by clicking the "Reset to default" option.