Basic Configuration
Home (Dashboard)
On initial login or when using the navigation Home you´ll see the Dashboard. This dashboard may be customized by an administrator to set a Message of the day or other news according on your requirements.
Furthermore you´re able to add Widgets to the Dashboard to provide access to frequently used functions or information.
News
With appropriate rights, you can set the news on the ServicePlaza – Dashboard (Home) page.
To create or update your news, follow the instructions:
- Use the navigation and open Home
- Click on Edit (only available with correct permissions)
- A popup opens and you´re able to edit the news page. You will see a typical WYSIWYG editor to create your article.
- Click on Save to store your news changes.
Widgets
Widgets are useful to provide a direct link for frequently used functions, like creating a request or an incident. You may configure them according to your needs or change the predefined widgets.
To create or update your widgets, follow the instructions:
- Use the navigation and open Settings / Theme
- Search for the section Widgets
- Create new, edit, or remove existing widgets according to your requirements.
Please note that the hyperlink configured must be accessible from the users browser. You may use a relative or full path hyperlink.
- Using the priority, you can order your widgets.
- When done, click on Save to store your changes.
Banner
A banner is an urgent notification option within the ServicePlaza. When activated a red banner will slide across the top of the web interface and inform users.
To active / disable the banner, follow the instructions:
- Use the navigation and open Settings / Theme
- Search for the section Banner
- Edit the text for the banner according to your message you want to provide.
- Be aware, that on setting the active checkbox the banner is shown immediately.
Theme
The ServicePlaza theme may be configured to the customers preferences. You can decide between light and dark navigation and multiple colors. and
To set the theme, follow the instructions:
- Use the navigation and open Settings / Theme
- Search for the section Theme
- Set the theme you like to use. you want to provide.
Please note that the theme becomes active immediately.
Logo
For customization we provide the ability to set a custom logo for your ServicePlaza instance. You may use .svg or .png format for the logo file, please ensure that the image file has transparency.
To set the logo, follow the instructions:
- Use the navigation and open Settings / Theme
- Search for the section Logo
- Set the logo you like to use by browsing for the local file location and select it.
- Now press the upload button to active the logo.
Please note that the logo becomes active immediately.
User Settings
User settings are personal configuration options for all users within ServicePlaza. A user may want to set the web interface language or change notification options.
To change the user settings, follow the instructions:
- You can access the settings via the small triangle next to the display of your username and click on user settings.
- Select the language you prefer.
- Notification options are only shown, when you have a valid email address in your user profile, otherwise this option is not visible. Please see below an explanation of the different options:
| Parameter | Description |
|---|---|
| Enable notifications | If this option is enabled, automatic notifications are sent to the user's e-mail address. |
| Options | |
| When the status of an order changes | You´ll receive notification on any status changes for an order. |
| When a job fails completely | Get a notification when a request failed. |
| If part of an order fails | Get a notification when a part of a request failed. |
| When a job is created | Get a notification when a request is generated. |
| If an order is successful | Get a notification if a request is successfully completed. |
- Use the Save option to store your configuration changes.
The options for account security are explained in the next chapter.
Account Security
Using the account security portal, you may set a new password (if this is a local non-integrated user) or enable / setup your user for a two-factor authentication.
To change the user’s password, follow the instructions:
- You can access the settings via the small triangle next to the display of your username and click on user settings.
- Select the account security button. You will be redirected to the security portal.
- Next click on Update to set a new password for your account.
To setup a Two-factor authentication, follow the instructions:
- You can access the settings via the small triangle next to the display of your username and click on user settings.
- Select the account security button. You will be redirected to the security portal.
- Next click on Set up authenticator application to enroll for two-factor authentication.
- Follow the instructions shown in the Mobile Authenticator Setup procedure and submit your configuration settings.
Note: You can also use the Microsoft Authenticator App for mobile authentication.
Locations
Locations within ServicePlaza are used in various objects like in Assets (CI´s), for users or during the ordering process. You may want to import locations using a bulk csv file or manually configure locations.
To create or remove a location, follow the instructions:
- Use the navigation and open Settings / Locations
- Search for an existing location you may want to edit or delete. To create a new location, use the plus sign.
- Fill out the form according to the location you want to add / edit.
| Parameter | Description |
|---|---|
| Name | You can enter here a short name of your location, like myCompany Headquarter to easily identify the location. The name must be unique. |
| Number | Every location also needs a location number for identification purposes. You may already have a numbering scheme within your company. The number must be unique. |
| Street | Enter the street for the location |
| Street Number | Enter the street number for the location. |
| Zip Code | Provide a zip code for the location |
| City | Set the city that the location belongs to. |
| Country | Set the country, |
| Description | Enter a description for the location. |
- When done, click on Save to store your changes.
Please be aware, that you are unable to remove a location that is in use. You´ll see a notification window with further details where the location is currently used.
Cost Center
Cost Centers within ServicePlaza are used in user objects to assign users to a dedicated cost center. Additionally, a cost center may be assigned to organizational units.
The benefit of using cost center within ServicePlaza is primarily in when using the Invoice module. As with the data created during the invoice data collection, every cost item is assigned to a user and a cost center. So based on this data you´re able to allocate your costs according to specific departments or cost centers.
To create or remove a cost center, follow the instructions:
- Use the navigation and open Settings / Cost Centers
- Search for an existing cost center you may want to edit or delete. To create a new cost center, use the plus sign.
- Fill out the form according to the cost center you want to add / edit.
| Parameter | Description |
|---|---|
| Active | Sets the cost center to active/inactive. When setting to inactive, new ordering requests can´t be created for this cost center. |
| Name | You can enter here a descriptive Name or the ID of the costcenter according to your ERP system (for example). |
| Description | Enter a description for the cost center to easily identify it. |
| Approval group | You may assign one or more approval groups (user groups of type approval) to it. With this configuration you allow for a commercial approval that might be required during an ordering process. |
- When done, click on Save to store your changes.
Please be aware, that you are unable to remove a cost center that is in use. You´ll see a notification window with further details where it is currently used.
Links
You may want to provide more direct access to other related web pages in our environment. With the links feature, you can dynamically add customer hyperlinks into the navigation.
To create or remove a link, follow the instructions:
- Use the navigation and open Settings / Theme
- Search for the section Links
- Create a new or remove an existing link. You must specify a name (which will be shown in the navigation) and a hyperlink that is used to open up the website.
Please note that the hyperlink configured must be accessible from the user’s browser. You should use full path hyperlink.
- When done, click on Save to store your changes.