Last modified by Admin on 2022/01/17 10:29
From version 7.1
edited by melanie@one-count_com
on 2016/11/09 13:38
Change comment: There is no comment for this version
To version 4.1
edited by melanie@one-count_com
on 2016/11/09 13:21
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
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3 3  {{id name="Start ScreenSteps Content"/}}
4 4   The Dashboards tool allows you and your sponsors/advertisers to review and download lead data collected from your protected and/or sponsored digital assets~-~-or web resources(such as sponsored whitepapers, video, premium content), newsletter campaigns, and banner ad campaigns.
5 5  
6 -=== OPENING THE DASHBOARD WINDOW ===
6 +== OPENING THE DASHBOARD WINDOW ==
7 7  
8 -=== Select DASHBOARDS from the main menu. ===
8 +== Select DASHBOARDS from the main menu. ==
9 9  
10 10  [[image:attach:media_1433450489728.png||align="center"]]
11 11  
12 -=== Select Dashboards from the sub-menu. ===
12 +== Select Dashboards from the sub-menu. ==
13 13  
14 14  [[image:attach:media_1433450543134.png||align="center"]]
15 15  
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19 19  
20 20  If you click to expand detail on a dashboard, you'll see dashboard users with permission to access that particular dashboard.
21 21  
22 -=== Note re: Dashboard Users ===
22 +== Note re: Dashboard Users ==
23 23  
24 24  * There are two types of user accounts in ONEcount: Admin and Dashboard.
25 25  * Admin users can access any or all of the modules in ONEcount, and Dashboard user have access only to an assigned Dashboard.
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30 30  
31 31  Backend user accounts are created under Backend Users in the Utilities module.
32 32  
33 -=== CREATE DASHBOARD ===
33 +== CREATE DASHBOARD ==
34 34  
35 -=== Click "Create Dashboard". ===
35 +== Click "Create Dashboard". ==
36 36  
37 37  [[image:attach:media_1434655946944.png||align="center"]]
38 38  
39 -=== Add information and make selections. ===
39 +== Add information and make selections. ==
40 40  
41 41  [[image:attach:media_1454431042344.png||align="center"]]
42 42  
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60 60  
61 61  See below for a screenshot of a Dashboard with selections made.
62 62  
63 -=== Save the Dashboard. ===
63 +== Save the Dashboard. ==
64 64  
65 65  [[image:attach:media_1454437508338.png||align="center"]]
66 66  
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69 69  
70 70  [[image:attach:media_1434656114339.png||align="center"]]
71 71  
72 -=== Click "Go back" button to return to Dashboard main listing page. ===
72 +== Click "Go back" button to return to Dashboard main listing page. ==
73 73  
74 74  [[image:attach:media_1434656273356.png||align="center"]]
75 75  
76 -=== EDIT DASHBOARD ===
76 +== EDIT DASHBOARD ==
77 77  
78 78  [[image:attach:media_1439477451745.png||align="center"]]
79 79  
80 80  On the main listing page, click on the edit icon to make any changes to a dashboard, i.e. change the Title, Description, Web Resources, Newsletter Lists, and/or Banner Advertisers associated with the dashboard.
81 81  
82 -=== DELETE DASHBOARD ===
82 +== DELETE DASHBOARD ==
83 83  
84 84  [[image:attach:media_1439477595181.png||align="center"]]
85 85  
Confluence.Code.ConfluencePageClass[0]
id
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1 -65705
1 +65671
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/65705/Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/65671/Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)