The Dashboard
The dashboard is the
initial screen that you see when you log into the system. The main
thing you will see is the notifications area which is detailed below.
User Profile
Once you have logged in, you will see you user profile in the upper
right hand corner displayed with an picture (image of yourself). We
recommend changing the password we send you when we establish your
account, and you can do that here. You can edit your profile's
information and picture which will be
displayed at different places within the system and on your website,
such as Discussion Board Posts. To edit your profile, click the link of your profile's name in the upper right corner of the system.
Tooltips
We've added several help 'tooltips' throughout the system. When you hover over an element in the admin area, (i.e. a textbox where you enter information into the system), a tooltip will display giving you a brief message about that element and what it does. When the tooltips button is turned on (yellow), the tooltips will display if they are available.
Logging Out
We've added this section here in the help article to express the importance of logging out when you are done editing. The system will store a cookie (session) on your machine that is valid for up to 30 days. This means that if you close your browser window when you are done editing, without clicking 'Logout' then when you return to your computer and go back to the admin area you will not have to log in again. For some users, this is a handy time saver. For others that may use public computers where other employees, office personnel, or the general public also uses, this can be a security issue, therefore, be sure to log out when you are finished editing.
Notifications
Notifications
are a central part of the dashboard. Here is where different system
driven and event triggered notifications will come. Notifications from forms that have been submitted on your site, as well as, store order, inquiry, and comments will filter into this area. Not only will you
receive email notifications but your notifications
will also appear here. Although all users will see the notification list when they log in, they may not be able to actually see the notification itself. The recent notifications will link to the page or system area that the notification is associated with, and therefore, if a 'standard' user does not have access to edit a particular page where a form is located, then they will not be allowed to view that page and therefore view the form results where the notification was triggered. This protects your sensitive information from those users that should not be seeing that information.
Once you click a notification and you are taken to the area of the system where the notification was sent from you will be able to find the data associated with the notification. For example, if the notification was sent from a form submission on your site, when the notification link is clicked, you will be routed to the page where the form is located. Next, you will click the 'View Results' button of the form to see up to the minute data for that form's submission.
Notifications display on the dashboard page for the most recent 25 notifications. After that they are removed from the Dashboard. If you need to access a notification that has been removed, simply go to the page where the form is located or the area of the system where the notification was triggered from (store or support tickets).
If you click on a notification link and it does not process or link to anywhere, the notification is an older notification that at this time must be viewed manually by you visiting the area of the system where the notification was triggered from.
