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The dashboard

The dashboard is the default homepage of censhare Web. On the dashboard, you can directly access the main functions, see your recent activities, and find helpful links to the documentation.


Introduction

The dashboard gives you quick access to important functions, and to your tasks and assets that you have worked on. From the dashboard, you access the product documentation.

Overview tab

The Overview tab gives you quick access to important functions of censhare, to your tasks and to your latest work. The Overview tab is customized for your user role. The censhare standard workspace provides several dedicated user roles.

The following dedicated roles are available:

  • Consumer

  • Enabler

  • External service provider

  • Specialist

  • Manager

  • Solution administrator

Consumer

Quick access

Show my tasks

Access tasks and other assets that are assigned to you. For more information, see Manage tasks.

Upload & edit

Upload files and create assets. For more information, see Import assets with Upload & edit.

Create print document

Starts the wizard to create a print document from a template. Wizard and template must be configured to use this wizard. If no template is available, ask an administrator for help.

Explore media

Browse media assets, add keywords, manage workflows. For more information, see Manage Media.

Explore products

Browse products, manage product classifications and product features. For more information, see Manage products.

Explore content

Manage campaigns, subjects and articles. For more information, see Manage content.

Latest changes

The Latest changes widget shows a list of your recently created and edited assets. The assets display in chronological order, grouped by days. By default, the widget shows assets that you created and modified. To show only one or the other, disable the respective option. To show created or modified assets in an asset list, click

. To resume your work and open an asset, double-click the desired item in the list.


Activity monitor

The Activity monitor shows a list of the most downloaded assets in the system. To access an asset, double-click the desired item in the list.

Enabler

Quick access

Show my tasks

Access tasks and other assets that are assigned to you. For more information, see Manage tasks.

Upload & edit

Upload files and create assets. For more information, see Import assets with Upload & edit.

Explore projects

Manage and access projects, campaigns, tactics, media plans. For more information, see Manage projects.

Explore media

Browse media assets, add keywords, manage workflows. For more information, For more information, see Manage Media.

Explore products

Browse products, manage product classifications and product features. For more information, see Manage products.

Explore content

Manage campaigns, subjects and articles. For more information, see Manage content.

Latest changes

The Latest changes widget shows a list of your recently created and edited assets. The assets display in chronological order, grouped by days. By default, the widget shows assets that you created and modified. To show only one or the other, disable the respective option. To show created or modified assets in an asset list, click

. To resume your work and open an asset, double-click the desired item in the list.


Activity monitor

The Activity monitor shows a chart of the most viewed campaigns of your channels.

External service provider

Quick access

Show my tasks

Access tasks and other assets that are assigned to you. For more information, see Manage tasks.

Upload & edit

Upload files and create assets. For more information, see Import assets with Upload & edit.

Create print document

Starts the wizard to create a print document from a template. Wizard and template must be configured to use this wizard. If no template is available, ask an administrator for help.

Explore media

Browse media assets, add keywords, manage workflows. For more information, For more information, see Manage media.

Explore products

Browse products, manage product classifications and product features. For more information, see Manage products.

 Explore content

Manage campaigns, subjects and articles. For more information, see Manage content.

Latest changes

The Latest changes widget shows a list of your recently created and edited assets. The assets display in chronological order, grouped by days. By default, the widget shows assets that you created and modified. To show only one or the other, disable the respective option. To show created or modified assets in an asset list, click

. To resume your work and open an asset, double-click the desired item in the list.


Activity monitor

The Activity monitor shows a chart of the most viewed articles of your channels.

Specialist

Quick access

Show my tasks

Access tasks and other assets that are assigned to you. For more information, see Manage tasks.

Upload & edit

Upload files and create assets. For more information, see Import assets with Upload & edit.

Create print document

Starts the wizard to create a print document from a template. Wizard and template must be configured to use this wizard. If no template is available, ask an administrator for help.

Explore media

Browse media assets, add keywords, manage workflows. For more information, For more information, see Manage media.

Explore products

Browse products, manage product classifications and product features. For more information, see Manage products.

Explore content

Manage campaigns, subjects and articles. For more information, see Manage content.

Latest changes

The Latest changes widget shows a list of your recently created and edited assets. The assets display in chronological order, grouped by days. By default, the widget shows assets that you created and modified. To show only one or the other, disable the respective option. To show created or modified assets in an asset list, click

. To resume your work and open an asset, double-click the desired item in the list.


Activity monitor

The Activity monitor shows a chart of the most viewed campaigns of your channels.

Manager

Quick access

Show my tasks

Access tasks and other assets that are assigned to you. For more information, see Manage tasks.

Upload & edit

Upload files and create assets. For more information, see Import assets with Upload & edit.

Explore organisations

Manage metrics, resources and goals of your organizations. For more information, see Manage your organizations.

Explore media

Browse media assets, add keywords, manage workflows. For more information, For more information, see Manage media.

Explore products

Browse products, manage product classifications and product features. For more information, see Manage products.

Explore content

Manage campaigns, subjects and articles. For more information, see Manage content.

Latest changes

The Latest changes widget shows a list of your recently created and edited assets. The assets display in chronological order, grouped by days. By default, the widget shows assets that you created and modified. To show only one or the other, disable the respective option. To show created or modified assets in an asset list, click

. To resume your work and open an asset, double-click the desired item in the list.


Activity monitor

The Activity Monitor shows a count of assets in each workflow state, and a count of assets in each domain. To refresh the counters, move the cursor over the widget header and click

.

Solution administrator

Quick access

Documentation

Access the censhare portal and the product documentation.

Ask our service desk

Access the censhare Tracker and create a ticket for our service desk.

Go to system

Configure the generic system properties. For more information, see System asset configuration.

Browse workspaces

Configure system and personal workspaces. For more information, see (2021.2) Workspace setup.

Browse workspace views

Configure asset previews and other elements of the user interface. For more information, see Customize asset previews.

Quality checks

Configure Completeness checks that can be assigned to Quality gates. For more information, see Quality management.

Latest changes

The Latest changes widget shows a list of your recently created and edited assets. The assets display in chronological order, grouped by days. By default, the widget shows assets that you created and modified. To show only one or the other, disable the respective option. To show created or modified assets in an asset list, click

. To resume your work and open an asset, double-click the desired item in the list.


Activity monitor

The Activity monitor shows a real-time chart of the logged-in users, and a real-time chart of the server load.

Introduction tab

The Introduction tab shows censhare release info and helpful links to the documentation of the censhare platform and the censhare dedicated solutions.

Customize your dashboard

You can add widgets and tabs to your dashboard to show additional information, asset lists and reports, or to access the assets and features that you need frequently. 

  • Widgets: The information on your dashboard is shown in widgets. Widgets are user-interface components that interact with censhare Web in a specific way. The standard installation of censhare Web includes a large selection of widget configurations for you to choose from and customize. By default, asset and application pages only show widgets that are appropriate for the selected asset type. For example, the default configuration of the Overview tab of your Dashboard includes the Tasks widget.

  • Tabs: To maintain a clear overview, widgets are grouped and organized on tabs. Tabs help you manage the information that is available on each page. The default configuration of the dashboard page includes several tabs. For example, the Overview, Goals, or Introduction tabs. You can add, arrange, and remove the tabs and widgets on your dashboard as desired. 

Add widgets and tabs

To adjust the tabs or widgets that appear on your dashboard, open the page actions  

  in the top navigation:

  • Select Manage tabs to add, remove, or rearrange the tabs on your dashboard. For more information, see Tabs.

  • Select Add widget to open a list of the widgets that are available for the selected page. It is best for this task that you have some knowledge about how to configure widget. For more information, see Widgets.

  • Select Reset page to restore the default settings of censhare Web for the Dashboard. After a confirmation request, all personal changes that you made to the current page are removed. For more information, see Asset actions.

Result

You can add, remove, and arrange the widgets and tabs on your dashboard.

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