Home Page
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.
There are a number of buttons/icons on the widgets.
- button - Allows the user to preview the Widget in a dialog box.
- button - Allows the User to delete custom Widgets. This is only for custom Widgets.
- button - Opens the Widget in the "Edit Widget" form.
- button - Removes Widget from showing.
- icon - Depicts a system widget.
- 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.
The home page gives users the flexibility to create new, or add existing Widgets to the active zone. While adding, removing, and/or rearranging Widgets, Users can use the button to return to the pre-save layout. Once the button is clicked, all previously made changes are committed.
Create a New Widget
Click the button to bring up the "Create New Widget" form. 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.
Once you have finished adding content to the new Widget, click thebutton to add it to the home page. You can then click and drag the Widget into the "Droppable zone".
Top of Page Widgets
This page gives you the ability to click and drag existing Widgets into the "Droppable Zone".
This will activate the Widget and allow you to assign it to a page(s). Once you select the proper pages and click the button, the changes will automatically be saved.
NOTE: Only one Widget can be at the top or bottom of a page at a time.
You can then navigate to the selected page(s) and see the Widget.
Bottom of Page Widgets
This page gives you the ability to click and drag existing Widgets into a "Droppable Zone" to create a new Widget.
This will activate the Widget and allow you to assign it to a page(s).
NOTE: Only one Widget can be at the top or bottom of a page at a time.
You can then navigate to the selected page(s) and see the Widget.
Assigning Widgets to Pages
You can assign multiple Widgets to multiple pages but only one Widget can be on a page at a time.
If there are no applicable pages when you click "Select Pages", a message will pop up declaring all pages are in use.