Versions Compared

Version Old Version 14 New Version Current
Changes made by

Craig Morris (Deactivated)

Carissa Warnock (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info
iconfalse

Note: The first time you access the Manager Portal, you are prompted to name the default page and add a tile. For more information, see Getting started: Setting up the Manager Portal.

The header section

The header sections contains the controls that you use to configure and customize the Manager Portal.

The header section – Field descriptions

FieldDescriptionNotes

Image Modified

Add Tiles

Opens the Add Tiles pane, from which you select the tiles to appear in the page section.

For more information, see Adding a tile.

 

Image Modified

Menu

Hover the pointer over this button to display the following menu options:

  • Property
– Hover
  • —Hover over this menu option to display the Property fly-out menu, from which you can select a different property.
  • Date Range
– Click
  • —Click to open the Global Date Range dialog box. You use this dialog box to apply a date range across all properties. All tiles default to this date range. To change the date range for an individual tile, you must change the date setting in that tile's configuration dialog box.
  • Log out
– Click
  • —Click to log out of the Manager Portal.

For more information on changing the property and global date range, see Global Settings.

What is the default property and date range? How does this appear the first time a user opens

The default property for the Manager Portal

?Manager Portal uses

is the default property defined in

Include Page
RMS-ProductName
RMS-ProductName
.

I believe the initial

The default date range is Current Month.

– Unlicensed user

Image Modified

Page selection

Drop-down menu to select a different page.

For more information, see Pages.

Each time you open the

The default Manager Portal

, what is the default page that appears? Is it your home page or the last page you viewed before logging out of the last session?It shows the

page is the first page of your default property (as defined in

Include Page
RMS-ProductName
RMS-ProductName
).

-- Unlicensed user

Image Modified

Page Tools

Hover the pointer over this button to display the following menu options:

  • Add a new page
– Click
  • —Click to add a new page.
  • Rename this page
– Click
  • —Click to rename the page you are currently viewing.
  • Delete this page
– Click
  • —Click to delete the page you are currently viewing.

For more information, see Pages.

 

Image Modified

Property and date information

Displays the following information:

  • Name of the property.
  • Selected month.
  • Date range
READ-ONLY.
  • .

Include Page
_Read-only - FDtext
_Read-only - FDtext

The page section

Located under the header section, the page section is where all of your tiles appear. The With the Manager Portal allows , you to can create multiple pages, each with a different set of tiles. 

...