Dashboard

The dashboard is the home page each system user sees after logging in. It gives you a quick view of the work, totals, and shortcuts that matter to you.

Where the dashboard fits

Area What you can see there
Purchasing Totals, queues, and activity widgets
Planner Assignment and workload widgets
Quick access Shortcut links to the places you use most
Personal workspace Notes and layout choices that are specific to you

Add a widget

  1. Go to Dashboard.
  2. Click Add widget.
  3. Choose a widget from the library.
  4. Click the add option for that widget.

Rearrange your layout

  1. Go to Dashboard.
  2. Click Configure layout.
  3. Drag widgets into the positions you want.
  4. Resize them if needed.
  5. Leave layout mode when you are finished.

Change a widget

  1. Go to Dashboard.
  2. Find the widget you want to change.
  3. Click Configure on that widget.
  4. Change the settings shown.
  5. Save the widget.

Remove a widget

  1. Go to Dashboard.
  2. Find the widget you want to remove.
  3. Click Delete on that widget.
  4. Confirm the change.

Things to know

  • OpsOS gives each user a starting layout automatically.
  • Your dashboard layout is your own. Changing it does not change anyone else's dashboard.
  • What you can add depends on the modules your organisation uses and what your role can access.

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Managing Users

System users are the people in your organisation who log in to OpsOS directly. They are different from Planner workers, who use the worker portal rather than th

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Managing Users

System users are the people in your organisation who log in to OpsOS directly. They are different from Planner workers, who use the worker portal rather than th

Roles and Permissions

Roles are named sets of permissions you assign to users. Permissions decide what someone can see and do in OpsOS.

The Permissions Manager

The permissions manager is the main grid for controlling what a role can do. Choose a role, then review and change its permissions grouped by module.

Premises

Premises are the physical locations your organisation operates from. They are your own sites, such as warehouses, offices, depots, or other operational bases.