User Interface (UI)

The user interface (UI) includes all visible elements users see and interact with while using AtroCore. This article contains the overview of all the main elements of user interface, which are the same for all entities in the system, as well as gives details on how to perform common tasks or operations in the system.

Please, make sure to contact your administrator in order to have access to a whole set of options described in this user guide.

The following elements make up the AtroCore user interface:

• Navigation Menu – to navigate through available entities.
• Taskbar – to help the user interact with the AtroCore system in a more efficient way; additional information or actions are displayed here.
• Search and Filtering Panel – to search and filter within one enatrocore/user-guide/views-and-panels-cotity or its related entities.

Within the AtroCore system your information may be presented in various ways:

• List View – to view the lists of entity records.
• Detail View – to view the entity record details.
• Create View – to create a new entity record in the main window.
• Edit View – to edit the entity record.
• Quick Detail View (pop-up) – to view the record details in the pop-up window.
• Quick Edit View (pop-up) – to edit the record detail in the pop-up window.
• Quick Create View – to create a new entity record in the pop-up window.

Navigation Menu

The navigation menu in the default AtroCore theme is the menu placed on the left side of your user interface. It allows you to open list views for all entities in the system.

The navigation menu can be configured by your administrator according to your needs.

Each user can customize his/her own navigation menu in the User Interface section of the user "Preferences" page:

Here select the Custom Tab List option and add the desired tabs using the Add button. You can also define the tabs order via their drag-and-drop in the tab list.

Taskbar

Taskbar is a top panel of the AtroCore user interface:

A taskbar consists of a search field and some functional icons that help you work and collaborate within the AtroPIM system, namely:

• Desktop notifications;
• Queue Manager;
• Quick create;
• User menu.

Global Search

You can search all the records existing in the AtroCore system using the global search functionality. Use the search form on the taskbar for it:

The list of entities available for search is configured by the administrator in the Administration > System > Settings > Global Search Entity List. Please consider, only the fields configured at "Text Filter Fields" for each entity will be searched through.

Wildcards can be used for search, at any place in the search string, separately or in any combination.

Character	Use
%	Matches any number of characters, including zero
_	Matches only one character

Desktop and Email notifications

AtroCore uses two types of notifications: email notifications and system notifications (desktop notifications). You can customize the templates for desktop and email notifications, as well as the cases in which they should appear in the Notification Profiles section. You can create multiple notification profiles, one of which will be selected as the default in the system. Each user can also choose a preferred Notification Profile in Administration / Preferences.

Desktop notifications appear as bubbles in the upper right corner of the NOTIFICATIONS panel. In AtroСore, you can set up rules for receiving notifications (when you are mentioned in a stream, when a record you are following changes, when a record is addressed to you, etc.) To view the notification details, click View List in the upper right corner of the NOTIFICATIONS panel.

To be able to receive email notifications, you need to set up a connection of type SMTP, which is added as "Connection for E-Mail Notifications" in the Notifications panel of page Administration / Settings.

Select the checkbox Send out notifications if you want the system to send notifications according to the established rules. By default, after installing the system "Default SMTP" is selected as Connection for E-Mail Notifications and "Default Notification Profile" is selected as Notification Profile. You can create your own records and add them to the settings or modify existing ones.

Notification Profiles

Notification Profile - is a set of rules according to which different types of notifications are sent to users using predefined templates.To create a new Notification Profile go to Administration / Notification Profiles and click Create Notification Profile

Set a name for the notification profile and activate it. If the profile is inactive, no notifications will be sent. Select notification rules from those that already exist in the system or create your own rule by clicking the "+" button

The Notification Rule comes with the following preconfigured fields, mandatory are marked with *:

Field Name	Description
Active	Activity state of the category record
Name *	The Notification rule name
Description	The description od the rule
Entity	The entity to which the rule is to be applied. If the rule is system-wide, the entity field can be left empty
Notification Profile *	The profile to which the rule applies
Occurrence *	Events that trigger the sending of notifications
Ignore self actions	Remove this checkbox if you do not want to receive notifications about your own actions that you perform in the system
Notify User	Choose which types of users should receive notifications: Owner, Assignee, Follower, Team Member, Notification Profile's User
Email Notification	Select the checkbox if you want to receive notifications by mail
System Notification	Select the checkbox if you want to receive desktop notifications
Email Template	Select the template for email notifications
System Notification	Select the template for desktop notifications

You can create multiple rules for one Notification Profile. No Notifications are sent for an inactive Notification Profile. No Notifications are sent for an inactive Notification Rule. Notifications are multilingual, each user gets notification in the languages the user configured for himself as the interface language.

Notification Templates

In this entity, you can create a new or edit an existing template for System or Email notifications. To create new template go to Administration / Notification Templates and click on Create Notification Template.

Notification Template entity contains fields:

• Type - select type of notification you want to create: System and Email Notification are available
• Name - set the desired name of the template
• Body - twig field where you can configure templates using twig variables. The entity "Notification Templates" as many "Body" fields as there are Locales in the system so that the user can create a separate template for each language.

Queue Manager

Queue Manager is opened in the pop-up window for each operation executed displaying its status and a progress circle for the currently run operation:

In the Queue Manager pop-up, the most recent AtroCore operations, which were executed in the background mode, are displayed. Additionally, the information on the data import performed with the help of import feeds is shown in the Queue Manager pop-up. To learn more about the "Import Feeds" module, please, visit our store.

To view the details of the performed operations, click View List in the upper right corner of the Queue Manager.

Quick Create

To create new records from anywhere, click the quick create button located in the upper right corner of the taskbar on any AtroCore page and choose the entity for the record to be created:

The quick create view page will be opened.

If there is no quick create button on your taskbar, please, contact your administrator.

User Menu

Click the hamburger icon in the upper right corner of the user interface to open the user menu:

User Account

There are many configuration options available to users once logged into the system. They can be viewed and managed on the user profile and preferences pages.

User Profile

Click your username to open your user user profile page:

The current user personal data is given on the OVERVIEW panel, while teams and roles details are displayed on the TEAMS AND ACCESS CONTROL panel.

Click the Edit button to make changes on these two panels in the editing page that opens:

Click the Save button to apply the changes or Cancel to abort them.

If there is no Edit button on your user profile page, please, contact the administrator.

On the user profile page, click the Access button to view your current permissions within the AtroCore system on the scope and field levels in the pop-up window that appears:

Access rights are modified by the administrator only.

Click the actions button to see the list of actions available for the currently open entity:

If there are less options in your actions menu, please, contact the administrator.

To remove the current user, click the Remove option and confirm your decision in the pop-up that appears. Use the Duplicate option from the same menu to go to the user creation page and get all the values of your current user record copied in the empty fields of the new user record to be created.

You can also manage your team and access control, if you have the corresponding permissions.

At the bottom of the screen you will see your personal activity stream:

You can manage the types of activity to be displayed here in the corresponding actions menu:

Recent updates and comments about certain entity records are displayed on the activity stream panel, making it an excellent way to keep track of the changes in AtroCore.

You can also create a post in the corresponding message box right on the STREAM panel:

Self-posted messages can be edited and removed via the corresponding options of the common single-record actions menu:

To learn more about the stream and its features, please, refer to the corresponding article within this user guide.

Managing user password

There are two options available for a user without administrator rights in the PIM:

• Change password - change the password with entering the current password
• Reset password - receive a link to reset your password by email. The option is available if the SMTP server is configured in the system.

Please note that after using the Reset Password option, you will be automatically logged out of your account and your old password will no longer be valid.

To change your user password, select the corresponding option in the actions drop-down menu and complete the operation on the "Change Password" page:

A user with admin rights can also change or reset passwords of other users.

If you forget your password, it can be recovered using the Forgot Password? link on the AtroCore login page.

If necessary, you can set the required password complexity in the instance settings (minimum number of characters, required characters, etc.). To do this, go to Administration / Settings and set the required value in field Password Regex Pattern in Security panel.

In the template example above, the password must be at least 8 characters long, contain capital letters and special characters.

In field Password expiration period (in days), you can set the password validity period. When the period expires, users will be automatically logged out of their accounts and will receive an email notification with a link to the password change.

User Preferences

If you want to edit your user preferences, select the Preferences option from the user drop-down menu or use the Preferences button on the user profile page and make the desired changes on the "LOCALE", "MISC", "USER INTERFACE", "SMTP" panels of the current user page.

To reset preferences to default, please click the Reset to default button.

User Interface Settings

Select the Custom Tab List checkbox to enable a custom navigation menu. Using the Add button select the entities to be linked to your custom navigation menu.

Dashboard layout and dashlet settings are also available for editing on the USER INTERFACE panel:

The same options are available on the AtroCore starting page:

Click the editing button and enter a name for your dashboard in the corresponding field of the "Edit dashboard" pop-up and hit Enter:

Click the Save button to finish creating the new dashboard. Use the same pencil button if you wish to rename or remove the existing dashboards.

Using the + button add as many dashlets as you need. The added dashlets can be resized using the double-headed arrow in the bottom right corner of each dashlet. Click Edit to modify the added dashlets, if needed.

To rearrange your dashboard view, drag-and-drop the dashlets right on the USER INTERFACE panel:

Alternatively, you can customize your dashboard view in the same way on the AtroCore starting page.

Email Accounts

AtroCore works with IMAP mail accounts, with or without SSL protection. AtroCore is able to send emails via SMTP Server, also with or without SSL protection, which can be enabled or not.

To open your personal email accounts, click the Email Accounts button on the user profile page; the list of the existing accounts, if any, will be displayed on the "Personal Email Accounts" page:

Each user can have one or more private email accounts that can be viewed, edited or removed right from the "Personal Email Accounts" list view page:

Creating

Click the Create Email Account button; the following creation page will open:

Here and fill in the required fields (marked with an asterisk) and configure the IMAP, SMTP options available in accordance with your email account server.

Last Viewed

Select the Last Viewed option from the user drop-down menu to see the history of your visited pages within the AtroCore system:

Clear Local Cache

AtroCore is a single page application (SPA). To improve the page loading time, it actively uses cache for content as well as for the user interface.

If you want to be sure in getting the latest information and application functions, please use the Clear Local Cache option from the user drop-down menu:

Breadcrumb Navigation

AtroCore comes with breadcrumb navigation on each page in the system. Breadcrumb navigation is a form of a path-style clickable navigation, which links the user back to the prior website page in the overall online route. It reveals the path the user took to arrive to the given page. The > symbol separates out the hierarchical search order from beginning to end and may look something like: Home Page > Section Page > Subsection Page.