The portal is the default screen that is opened after a successful login. This screens contains several widgets showing campaign, selection and run information. The widgets that are shown can be personalized. Each user is able to personalize his or her home screen.
Apart from the homepage the ‘Campaigns’, ‘Selections’, ‘Runs’ and ‘Schedules’ screens also contain a dashboard with widgets displaying data on campaign/selection/run level.
Personalize Home Screen
Editing / removing widgets
By clicking the arrow (chevron) on the bottom center of the screen a toolbar for editing the widgets is opened.
Use the ‘Change widgets’ button in order to manually update a widget, edit the background color and/or remove the widget from the dashboard.
Use the ‘Add widget’ button to add additional widgets to the dashboard. Select a widget from the pop-up window and repeat this action in order to add multiple widgets.
The ‘Reset to defaults’ button is used to reset all widgets on the dashboard to the default settings (Last Runs, Next schedules, Recent selections, Quick links, Latest news).
Main menu
Centered on top of the portal, the main menu is displayed. This menu provides the user the possibility to:
- Open the homepage;
- Go to a list of campaigns;
- Go to a list of selections;
- Go to a list of runs;
- Go to a list of schedules.
In addition to the main menu you will find the following two buttons on the top right of the portal.
These drop-down menus can be used to view and edit general (left menu) and user settings (right menu).
General
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User settings
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