Home Page Viewing Tile Control
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Home Page Viewing Tile Control
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Homepage Viewing Tile Control
The Homepage of Steelhead has been upgraded! With the new update some changes have been made to how Homepage tiles are displayed. Instead of a hide and unhide icon, each tile is now controlled by a permission. If the permission is enabled, the associated tile will become visible on the Homepage. This will ensure that the correct features are visible to each user. See the below table to know which Homepage tiles are tied to which permissions.
With the new Homepage update, Key Performance Indicators (KPIs) are available to view for each section. These are also controlled through permissions which are highlighted in the second table (see below).
Homepage Tile Permission Configuration
| Homepage Tile Name | User Permission |
|---|---|
| Quotes | Read: Quotes |
| Sales Orders | Read: Sales Orders |
| Customers | Read: Customers |
| Prices | Read: Prices |
| Receiving | Read: Receiving |
| Work Orders | Read: Work Order |
| Workboards, Watch Tower | Read: Workboards |
| Dashboards | Read: Dashboards |
| Outsourcing | Read: Outsourcing |
| Shipping | Read: Shipping |
| Invoicing | Read: Invoicing |
| Trucks | Read: Trucks |
| Carriers | Read: Carriers |
| Quality Management | Read: Quality Management |
| Contract Review | Read: Contract Review |
| Certifications | Read: Certifications |
| Specs | Read: Specs |
| Inventory | Read: Inventory |
| Purchase Orders | Read: Purchase Orders |
| Bills | Read: Invoicing |
| Vendors | Read: Vendors & Write: Financials |
| Capacity Planning | Read: Capacity Planning & Write: Planning |
| Schedules | Read: Schedules & Write: Planning |
| Prioritization | Read: Prioritization & Write: Planning |
| Treatments | Read: Treatments |
| Part Numbers | Read: Part Numbers |
| Part Transforms | Read: Part Transforms |
| Racks | Read: Racks |
| Processes | Read: Process & Write: Process Node |
| Maintenance, Equipment | Read: Maintenance |
| Sensors | Read: Sensors |
| Timesheets | Read: Timesheets |
| Timer Dashboard | Read: Timer Dashboard & Write: Financials |
| Users | Read: Users |
| Accounting | Read: Accounting & Write: Financials |
| Reporting | Read: Custom Reporting or Read: Insights or Write: Reporting |
| Domain, Integrations | Read: Domain & Write: Domain Settings |
| Products | Read: Products & Write: Products |
| Units | Read: Units |
| Locations | Read: Locations |
| Stations | Read: Stations |
| Tags | Read: Tags |
| Uploaded Files | Read: All Uploaded Files |
| Customer Success, View Documentation, Product Updates, Provide Feedback, Success Center | N/A |
Below is the configuration table for each Homepage KPI and user permission.
Homepage KPI Permission Configuration
| KPI Name | User Permission |
|---|---|
| Quotes Created (last 30 days | Read: Quotes |
| Active Work Orders | Read: Work Order |
| Open Line Item Total | Write: Financials |
| Rework Events (last 30 days) | Read: Quality Management |
| Inventory On Hand | Write: Financials |
| Recurring Maintenance Events Due | Read: Maintenance |
| Active Timers | Read: Timer Dashboard |
| Employees Clocked In | Read: Timesheets & Write: Financials |
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