Configuring the UI

The OpenPages® user interface is used by users and risk managers who need find information and complete tasks that are assigned to them.

Setting up the UI
Before users can access the user interface, you must configure who can access it and define the views that are available.
Dashboards
The dashboard is the initial page that is displayed to users when they log in to OpenPages.
Customizing the Primary menu
You can customize the Primary menu so that you can quickly access the object types you work on most frequently.
Creating tags
In OpenPages, users can use tags to categorize objects and perform searches based on those categories.
Integrating WalkMe
WalkMe is a third-party tool that integrates with OpenPages to deploy custom content and provide guidance to new users. Through guided tours, feature overviews, and embedded resources, WalkMe helps users make the most out of their OpenPages implementation.
Exporting and importing dashboards
You can migrate dashboards from one environment to another environment using Export Configuration and Import Configuration.
Themes
Themes are used to customize the colors that are displayed in OpenPages. Users can apply a theme by using the > Change Theme task.

Parent topic: Administrator's Guide