Skip to main content
insightsoftware Documentation insightsoftware Documentation
{%article.title%}
Published:
Was this article helpful?
0 out of 0 found this helpful

Main Menu

User Menu

Upon logging in to Bizview, your Home page displays with a main menu on the left.

The main menu contains the different Bizview modules that you, as a user, have access to. If you click on one menu item, a list of authorized items displays. For example, if you select Reports, you will see the reports that you have access to.

The Main menu consists of the following:

  • Home: Home view where you see the name of the logged in user and client in the upper-left corner.

  • Workflow: A list of the workflows the logged in user has access to.

  • Dashboard: A list of the dashboards the logged in user has access to.

  • Analytics: A list of the analytic reports the logged in user has access to.

  • Reports: A list of the reports the logged in user has access to.

  • Input: A list of the forms/gridforms the logged in user has access to.

  • Comments: A list of the comments the logged in user has added, edited, or updated in Bizview.

  • Jobs: A list of the jobs the logged in user has access to.

  • Client Data: Manage objects and object values in HTML. This menu item will only be visible for users that are a member in role BV20.

  • System: A list of system configurations, such as Users & Groups, Clients, Other System Data, Designer Tools, and Data Services. This menu item will only be visible for users that are a member in role BV30 or 40.

  • Access: Manage access for Clients, Users, Groups, Templates, and Data services. This menu item will only be visible for users that are a member in role BV20 or BV30.

  • Settings: Use this menu item to access Application, Client, or User settings (depending on authorization level). This menu item will only be visible for users that are a member in role BV20 or BV30.

  • Workspace: All opened workbooks (except dashboards) can be viewed and accessed from your Workspace.

  • Help: Selecting this menu item opens the online documentation for Bizview.

  • User Menu: Use this menu item to access User Settings, Bizview About information, and the Innovation Portal. From here, you can also change clients and logout of your Bizview application.

As stated above, content may vary depending on the authorization rights of the logged in user.
Published:

Main Menu

User Menu

Upon logging in to Bizview, your Home page displays with a main menu on the left.

The main menu contains the different Bizview modules that you, as a user, have access to. If you click on one menu item, a list of authorized items displays. For example, if you select Reports, you will see the reports that you have access to.

The Main menu consists of the following:

  • Home: Home view where you see the name of the logged in user and client in the upper-left corner.

  • Workflow: A list of the workflows the logged in user has access to.

  • Dashboard: A list of the dashboards the logged in user has access to.

  • Analytics: A list of the analytic reports the logged in user has access to.

  • Reports: A list of the reports the logged in user has access to.

  • Input: A list of the forms/gridforms the logged in user has access to.

  • Comments: A list of the comments the logged in user has added, edited, or updated in Bizview.

  • Jobs: A list of the jobs the logged in user has access to.

  • Client Data: Manage objects and object values in HTML. This menu item will only be visible for users that are a member in role BV20.

  • System: A list of system configurations, such as Users & Groups, Clients, Other System Data, Designer Tools, and Data Services. This menu item will only be visible for users that are a member in role BV30 or 40.

  • Access: Manage access for Clients, Users, Groups, Templates, and Data services. This menu item will only be visible for users that are a member in role BV20 or BV30.

  • Settings: Use this menu item to access Application, Client, or User settings (depending on authorization level). This menu item will only be visible for users that are a member in role BV20 or BV30.

  • Workspace: All opened workbooks (except dashboards) can be viewed and accessed from your Workspace.

  • Help: Selecting this menu item opens the online documentation for Bizview.

  • User Menu: Use this menu item to access User Settings, Bizview About information, and the Innovation Portal. From here, you can also change clients and logout of your Bizview application.

As stated above, content may vary depending on the authorization rights of the logged in user.
For an optimal Community experience, Please view on Desktop
Powered by Zendesk