When you first enter EvaluAgent, your home page is set to the default dashboard view.
The classic EvaluAgent dashboard, has until now been the default view but this has now been upgrade to SmartView Custom Dashboards.
The new default dashboard view when logging into the EvaluAgent platform
SmartView Custom Dashboards enables users with the 'Edit SmartView Custom Dashboard' permission to create their own personalised dashboards and set one of these dashboards as the home page they see each time the log in.
Find out more about SmartView:
- SmartView Custom Dashboards Overview
- SmartView Custom Dashboards: Creating & Managing Dashboards
- SmartView Custom Dashboards: Creating & Managing Widgets
What is the new experience?
The new EvaluAgent SmartView dashboard is now the default view for all users and you won't need to make any changes to enable all your users to see it. The new default dashboard is built up by individual widget 'tiles' that can be independently changed to reflect different date ranges, reporting levels or filters.
Who can see the new default SmartView Dashboard?
The new EvaluAgent SmartView default dashboard mirrors the capability of the original classic dashboard and is visible to all users/roles.
- Interact with the individual widget 'tiles' by changing date ranges, report focus and filters
- View information about each widget metric and any filters applied
- View the dashboard on a large screen
The EvaluAgent default SmartView dashboard is read only, and so users will not be able to delete or change the layout of this dashboard.
Note: The extent of data visible to users aligns to their allocated reporting access.
Who can build & edit their own SmartView Dashboards?
By default all roles with the exception of 'Agents' can build and edit their own SmartView Custom Dashboards.
If you wish to change which roles can build their own dashboards, for example enable all agents to do so, then you can easily make this change within the 'roles and permissions' section of the platform.
Find out how here: Controlling who can build & edit SmartView Custom Dashboards
Revert to Classic Dashboards
If you prefer to continue using the classic dashboard experience then simply click on the link at the top of the page called 'Use Classic Dashboard Instead". You can then continue to use the original EvaluAgent dashboard.
Please note: The classic dashboard will be retired in the future.