Difference between revisions of "Arcadia Settings"

Revision as of 09:53, 19 June 2013

Arcadia is SmartSimple's next generation interface.

It functions as an overlay to the system, which can be switched on per group of users. I

t is designed so that any existing interface configuration will not be impacted.

General Overview

The overall goal of Arcadia is to attempt to reflect the scale of flexibility and functionality in the interface.

The ways that it aims to achieve this includes:

• Make your information work harder so you don't have to

• Cross-tabbed standard views with drill down options - allow users to immediately see the information that is useful or pertinent to them.
• New metric (KPI) feature - present user with a figure or chart without the need to create a report.
• Auto-mapping feature - show contact or organization information on a mao
• Auto-linked reports

• Easier to use

• Less clicks to get where you want to go.
• Simpler presentation of information

• Broader use of export capabilities

• Faster time to personalize

Configuring Arcadia

• The Arcadia Settings page has a number of options to allow for configuration of the Arcadia Interface:

• Branding & Visual Settings for Arcadia - The "Title Type" settings determine the image or text shown in the top of your Arcadia interface.
• Manager Permissions - enabling role specific access to the Arcadia Interface, including ability to switch back to the Classic Interface.
• My Portal menu - enabling access to existing icon based Portal interfaces via the Arcadia Interface
• Application - allows for configuration of the Arcadia Interface specific to any UTas available on that instanace.

• These options are discussed further in the sections below.

Manager Permissions - Enabling Arcadia

The Manager Permissions allow for role based access to the Arcadia interface, whether as a default interface or as an optional interface that is interchangeable with the classic view.

• Go to Global Settings - Business and System Configuration, and click on Arcadia Settings hyperlink.

• User is presented with the Arcadia Settings page.

• Click on Manager Permissions hyperlink in the Arcadia Configuration section.

• User is presented with the Arcadia permission options.

• Click on the Arcadia - Enable Arcadia hyperlink to select the roles that can access the Arcadia interface, and then click Save.

• Click on the Arcadia - Switch Between Arcadia and Classic View hyperlink to select the roles can switch between the Arcadia interface and the classic SmartSimple interface, and then click Save.

• A user in one of the roles selected in both the Arcadia - Enable Arcadia and Arcadia - Switch Between Arcadia and Classic View sections will have the ability to switch back to the classic interface by clicking on the drop-down option by their name and then selecting the Classic Interface option.

• A user in one of the roles selected in just the Arcadia - Enable Arcadia section will not have the ability to switch back to the classic interface. Instead the Arcadia interface will be the default interface.

My Portal menu - Enabling Access to My Portal icons from Arcadia interface

Users in certain roles may already have access to the system via a portal interface, with a series of icons providing access to required information or functionality.

Continued access to these portal interfaces in the Arcadia interface is permitted through the use of the My Portal menu option.

This is configurable by following the steps below:

• Click on the Lookup button.

• In the resulting screen check the box against those roles that requires continued access to their portal interface, or check Everyone if all users in all roles should have access. Then click OK.

• The Roles field should now be populated with the roles selected.

• When a user in one of these roles logs into the system they will now have the option to view their portal interface by clicking on the drop-down option by their name and then selecting the My Portal option.