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Comment: moved sections and combined info from Brians custom content wiki. Combining the two pages worth of the same content.

Table of Contents
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Home Page

Custom Content

Custom Content allows Users to customize the feel of their CustomerCenter Portal by adding and updating the Widgets that appear on the Home Page, as well as at the Top and Bottom of defined pages. To create or modify Top and Bottom Widgets, you must first access the Customer Center Admin page. This is done by navigating to Admin > Customer Center Admin. 

From the Home Page, you have the ability to create a new, edit an existing, and save changes to Widgets.

Customer Center Custom Content Home page exampleImage Removed

Widget Management Options

All Widgets available within CustomerCenter for use are found on the Widget Carousel, located towards the top of the page. It enables a User to navigate the selection of available Widgets and allow for them to be displayed on desired pages.

There are a number of buttons/icons on the widgets.

  • Preview Widget button - Allows the user to preview the Widget in a dialog box. Remove WidgetImage Removed button - Allows the User to delete - The Preview Icon, when clicked, will allow a User to see what the Widget will display when a User navigates to the page with the Widget present.
  • Remove WidgetImage Added- The Delete Icon, when clicked, will delete the custom Widgets. This is only for custom Widgets.
  • Edit Widget button - Opens the Widget in the "Edit Widget" form- The Edit Icon, when clicked, will allow a User to update the properties of a Widget.
  • Remove Widget button - Removes Widget from showing- The Remove Icon. When a Widget is added to a page, the Delete icon is replaced with the Remove icon. Clicking the Remove icon will return the Widget to the Widget Carousel.
  • System Widgeticon - Depicts a system widgetThe System Widget Icon denotes a Default System Widgets that can not be Edited or Deleted.
  • Lock icon - The Lock Icon Indicates there are roles assigned to that widget. If there are roles assigned to a Widget, then only Users with one of those roles can see the widget. You can hover over the icon to see which permission is assigned. If no roles are assigned, then any User will see those widgets.

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Note: Default PCR-360 Widgets can not be edited.

Create a New Widget

Click the Create New WidgetImage Removed  button to bring up the "When a User selects the Create New Widget link on the page, they will open the Create New Widget " formDialogue. Using this form you can name your Widget, add custom content, and assign Role(s).

NOTE: If there are roles assigned to a Widget, then only Users with one of those roles can see the widget. If no roles are assigned, then any User will see the Widget. If a Widget has roles assigned, it will be indicated by the lock icon.

Create New Widget form exampleImage RemovedCreate New Widget form exampleImage Added

Once you have finished adding content to the new Widget, click theSubmitImage RemovedSubmitImage Addedbutton to add it to the home page. You can then click and drag the Widget into the "Droppable zone".

Home Page

Customer Center Custom Content Home page exampleImage Added

The home page gives users the flexibility to create a new, or add an existing Widget to the active zone. While adding, removing, and/or rearranging Widgets, Users can use the ResetImage Addedbutton to return to the pre-save layout. Once the SaveImage Addedbutton is clicked, all previously made changes are committed.

Top of Page Widgets

This page gives you the ability to click and drag existing Widgets into the "Droppable Zone".

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