Customize the web platform to your image

This tutorial will help you customize workspace

1. General Settings

2. Shortcuts

   1. Adding a shortcut

   2. Sharing a shortcut

   3. External links

   4. Manage & organize shortcuts
      

Example of a workspace configured with multiple shortcuts:

General settings

Only the administrator has access to this menu by clicking on the settings icon at the top right then on “General Information”:

Here you can:

• Change the name of your workspace

• Give it a description, a time zone and an icon.

• Modify the logo which will be placed at the top left and the background image which will be visible on the home screen

It is also possible to configure the theme of the site: the colors of the frame elements and the font. There is also a selection of predefined themes available to you.

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Shortcuts

A shortcut is a link to a page in your workspace. For example, you often want to view your records with a particular filter. Instead of redoing this filter each time you access your view, you can create a shortcut to access it directly later.

Adding a shortcut

You can create one when you are on the page you want to save by clicking on the “+” at the top of the page:

There are 3 locations for shortcuts:

• The bar at the top of the page

• The home page

• The left menu

The pop-in below will then appear, where you need to name your shortcut:

Sharing a shortcut

By ticking "Share shortcut", you can choose to make it available to the other users of the platform. It can either be shared to all users or restricted to one or multiple groups

External Shortcut

The external link option allows you to configure a shortcut that will open a new tab in your browser to the desired URL. This allows you to turn Daxium-Air into an “intranet” that redirects users to other platforms used within your organization.

Manage, organize your shortcuts

You can manage your shortcuts from the “Shortcuts” menu:

You will be able to see all the shortcuts that have already been created. They are arranged in three tabs:

• Side menu: lists the shortcuts in the menu on the left side of your screen

• Home page: lists the shortcuts on the home page

• Shortcut bar: lists the shortcuts on the bar at the top of your screen

  
  

Each tab has two sections:

• Shared shortcuts

• My shortcuts

You can drag and drop the various shortcuts, delete them, or rename them.

You can also create a shortcut folder to add a submenu that will allow you to place the shortcuts in a tree structure (as shown in the images below).

Side menu

A shortcut folder appears as a drop-down menu on the left sidebar. The submenus are your shortcuts.

Homepage

A shortcut folder translates into a section on the home page. Shortcuts that are not in a shortcut folder will always appear first, before the sections.

You can only put a shortcut in a section on the homepage if the only place this shortcut is used is on the homepage.

If your shortcut is in multiple locations, for instance Homepage + Top bar, trying to put it in a folder will result in this error message

Shortcut bar

A shortcut folder appears as a drop-down menu on the shortcut bar. The submenus are your shortcuts.

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