Overview
The Admin Panel allows above-store organization admin-type users to control the access and behavior of the Real-time Dashboard for their end users.
To access the admin console:
- Launch the Fourth app, go to All Applications and select Real-time Admin
There are three main areas
- Permissions - control which metrics can be seen on the Real-time Dashboard, based on user profiles
- Thresholds - select certain metrics to show 'warning' or 'critical' states on the Real-time Dashboard
- Default dashboard template - create a default dashboard so that any user with permission to access the Real-time Dashboard sees the same initial layout and widget configuration
Permissions
- From the side menu, go to Permissions
The Permissions page displays a list of user profiles within the organization that have access to the Real-time Dashboard (as defined in Central User Provisioning), with a count of the 'Enabled Metrics' associated with each one - see Fig.1. This is the number of widgets (which display the metrics) that users with that profile will see on their Real-time Dashboard.
Fig.1 - Count of metrics associated with each profile
Because not all users should have access to all metrics, it is possible to specify them according to each profile.
- Select a Profile from the list to reveal a 'side drawer' on the right side of the screen - see Fig.2
- Expand the different categories and enable/disable the listed widgets as required
- Then select Save
The save button will be enabled when a change has been applied and will update the permissions for those widgets to a given user profile.
Fig.2 - Profile side-menu, enabling/disabling metrics
If changes are made but not saved, either through the close icon (X) or Cancel, a prompt will be shown - see Fig.3.
Fig.3 - Cancel edit prompt
Fig.4 - Widget with removed permission message
Thresholds
Thresholds can be set against metric types (either comparative or count) to display whether they are in a “warning” or “critical” state on the Real-time Dashboard. The intent here is to draw end users' attention to metrics falling outside of the expected range that may require action.
Thresholds can be set globally or specifically to each location, allowing for location-specific differences, with the application of thresholds first looking to the location level, otherwise applying the global value set.
Fig.5 - Example 'Critical' threshold warning on the Real-time Dashboard
- From the side menu, go to Thresholds
The list of metrics that thresholds can be set against for the organization, based on the widgets assigned, is displayed - see Fig.6.
Fig.6 - Threshold list with parameters configured
Against each, the following information is displayed:
|
Column |
Description |
|---|---|
| State | Indicates whether the threshold defined is “Global” or “Custom” |
| Metric Name | The name of the metric that the threshold can be set against |
| Category | The category of the metric: Sales, Labor, Inventory |
| Type | The type of the metric: monetary, percentage, count |
| Warning (Low) | The lowest value that will trigger the "warning" status |
| Critical (Low) | The lowest value that will trigger the "critical" status |
| Warning (High) | The highest value that will trigger the "warning" status |
| Critical (High) | The highest value that will trigger the "critical" status |
Editing Thresholds
- To edit the thresholds set against a particular metric, select a metric from the list (which will open a side drawer on the right side of the screen)
- Make the required changes (see Fig.7) and then Save
Fig.7 - Threshold settings
Custom, or location-specific, sets of thresholds can be defined separately from the global threshold definition. These can be see on the Custom tab (Fig.8), with a count indicating the number of set custom threshold rules.
Fig.8 - Custom threshold settings location list
Adding New Thresholds for a Location
- To configure a new rule set for a given location, select + New Rule
- In the side drawer that opens, search for and select a Location
- Then select Create
Fig.9 - New custom rule location search & select
The threshold rule set will then be created.
- Select a metric from the list to update the threshold values as required, independently from the set global threshold values
Fig.10 - New custom rule created
Default Dashboard Template
The Default Dashboard page allows for a default dashboard template to be configured for an organization, so that the initial layout and widget configuration that any user with permission to access the Real-time Dashboard within the organization is consistent on launch.
Where a default dashboard does not already exist for the organization, a call-to-action will be displayed to start creating one (see Fig.11).
- To do this, select Edit Dashboard
Fig.11 - Default dashboard not yet created
The creation screen will be displayed (see Fig.12) and will initially require components to be added.
- To see the list of available components (those associated with the organization), select Add Component
Fig.12 - Default dashboard edit mode, no existing configuration
- To add components (widgets) to the dashboard, drag and drop them from the side drawer menu (see Fig.13).
Components that are already used in the default dashboard will be grayed out.
- Once within the dashboard, they can be repositioned, re-sized (based on component rules), or removed
- When ready with changes to the default dashboard, close the side drawer and select Save. To discard changes, select Cancel
Fig.13 - Component list for addition to dashboard - unavailable ones are grayed out
Fig.14 - Default dashboard configured and ready to save
On saving, a prompt will be shown (Fig.15), indicating the impact of saving - updating the template will, in effect, update the experience for any user still using the default dashboard.
Fig.15 - Default dashboard save prompt & impact
For any user who has edited (customized) the dashboard locally, the default dashboard will not apply.
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