Customization and Dashboard Configuration
SysRisk provides a flexible platform for both Admins and General Users to configure key software settings, enhancing customization and user experience. Below is a detailed guide on how to access and modify these settings.
Admin Exclusive Settings: Software Name, Country, and Currency
Admins have exclusive access to change certain global settings for the software, such as the company name, country, and currency.
- Log in as an Admin
Navigate to the Admin Dashboard.
- Access the Account Settings Page
Navigate to the Account Settings page.
- Customize Global Settings
On this page, you can update the Company Name, Country, and Currency. Once you have selected your preferences, click the Update button to apply the changes.
General User Settings: Time Zone, Theme, and Dashboard Configuration
All users have access to Account Settings to personalize their individual software experience. Users can modify their time zone, change their theme, and configure dashboard options based on their personal preferences.
- Time Zone and Theme Customization
- Navigate to the Account Settings Page. From your dashboard, access the Account Settings page or from My Profile module upon login.
Update Personal Preferences
- On this page, users can change their time zone and choose between light and dark themes for an enhanced user interface.
- Dashboard Configuration
Each user can configure their Dashboard visualization settings for the specific product modules they have access to (ERM or PRM).
- Access the Product, navigate to the product module you wish to configure.
- Open the Dashboard Config Page. From the product options, go to the Dashboard Config page.
- Customize Dashboard Visualization. Modify the layout and display settings for your dashboard according to your preference. Then click “Save” at the bottom of the page to finalize and apply changes.
By leveraging these settings, both Admins and General Users can tailor SysRisk to meet their specific needs, ensuring a smooth and personalized experience.
