HCL Commerce Version 9.1.17.0 or later

Enhanced Management Center Dashboard

The Management Center user interface helps you quickly access business tools and provides a usable, intuitive, and efficient way to complete your business tasks. The dashboard view will contain analytics and tasks specific to the current user's role assignment and the tools the user has access to. If there are no roles assigned, the default dashboard is displayed.

Note: If you have logged in to the HCL Commerce version 9.1.17.0 and above, you see the Management Center dashboard shown on this page. See Management Center Dashboard if you have logged in to the HCL Commerce version 9.1.16.0 and below.
The Management Center user interface is divided into two sections:

Dashboard

The dashboard contains a few widgets that includes Favorites, Learn more about tools, User tasks, approvals, Analytics graphs, and data as shown in the following image:

Favorites
The Favorites tools are shown at the top of the dashboard. Users can access the tools added as favorite directly from the dashboard. Click on the tool name and you are directed to the landing page of the tool. In the dashboard view, all the tools are shown along with the environment name they belong to.
Note: You can remove the tool as a favorite by following one of the methods given below:
  • Click on the red icon with tool name from the dashboard. The tool is removed from the Favorite Tools list.
  • Click the icon in the dashboard header and your favorite list is shown.
    • Click on the red icon to remove the tool from the favorites list.
    • The tool is removed from the favorites list, and a success message is displayed on the screen.
Learn more about the tool
All the new release information, including document links are shown on the dashboard. It is a carousel that provides a general content with new features in the latest release. It has clickable slides which leads to help center pages in a new tab for specific features.
Task status, Approvals
The information shown in this section differs to each user. The information is specific to the user role and tools the user has access to. If the user does not have permission to any tab, it will not appear. For newly created users or in case there is no data, it displays the empty state of each tab. All the tasks assigned to current user are shown on the dashboard. Along with task status, the list of approvals are shown. Red badge with count in every tab denotes that there are some actions to be taken on the tab. Grey badge with count denotes there is no action required.
Task Status
  • Task status has all the tasks assigned to the current user. You can click on To Do, Approved, Completed, and Cancelled items below the donut chart to filter out the content.
  • Click the View all button to land on the workspace tool to carry forward the selected task status.
  • Click on each item on the right side and take action (work on, mark complete, approve, reject), as required.
  • From To Do task list, you can view tasks and take actions such as work on or complete. You can work on a task by selecting the Work on option from the task menu or from the View Task dialog and mark Complete from the task menu or from the View Task dialog.
    • For Contributor Task, you will be able to Work on, Mark complete, and View task.
    • For Approval Task of Task group, Approver can view, Work on, Approve, or Reject any task.
    • The number of tasks in To Do status is shown as the task count.
  • From Completed task list, you can take actions like reject or return to active, and view task.
  • From Approval task list, Approval task for a task group is present in the To Do state once all the tasks in task group are marked as completed. User can approve or reject the approval task.
  • No action can be taken for Approved and Cancelled tasks.
Approvals
The Approvals tab shows the total number of approvals (with pending status) in the left section and category wise counts of approvals (with pending status). Approvals are categorized in the following filters:
  • Order Processing (Live)
  • Contract Submit (Authoring)
  • User Registration (Authoring)
  • User Registration (Live)
  • Organization Registration (Authoring)
  • Buyer User Registration (Authoring)
  • Buyer User Registration (Live)
Click on the View all button to land on the approvals tool. Click on a specific approval category to land on the approvals tool with the filter selected. If there are no approvals in specific category, it shows zero (0) count in grey badge.
Recent Activity
The Recent Activity tab shows the activities done by the current user. A red dot is shown for each recent activity if the item has not been viewed.
  • The count in the badge on the Recent Activities tab reflects the number recent activities in the list that are not viewed.
  • Only the last 25 recent activities are displayed in the list.
Graphical data
Select the Store, Currency, and Date range to view the data for filtered information in graphical form. All the information such as Total Revenue, Average Order Value, Conversion Rate, Revenue by Category, Users by Country, Items Purchased by Item Name and so on are the graphical representation of the data collected from the Analytics tool.
Working on the approved content
The workspace or a task selection dialog appears when you open a tool that is workspace enabled. Select a task or work on the approved content before continuing. The selection will be preserved. The widget will not appear in the header if the user has never navigated to a workspace-enabled tool. However, once shown, the workspace widget will stay visible until the window is closed or the user logs off.

The saved selection is used if the user opens a new window and opens a workspace-enabled tool, it loads from the save preferences. The popup will be displayed if the current saved task is no longer active. If the current task is active, it is automatically selected, and the popup will not be displayed. If you change the current task or choose to work on approved content, the setting will be saved, but it will not immediately affect any other active windows. See Managing roles in workspaces, task groups, and tasks for more information.

Preferences
You can change the store selection and language of the dashboard.
  • Go to the drop-down arrow at the top-right menu of the dashboard and click Preferences.
    • OR click the icon from the bottom of the side navigation menu to set the preferences.
  • A Preferences window pops up on the screen.
  • Select the Store Name from the available list of stores.
  • Select the language from the Languages drop-down menu. All the information displayed on the screen is updated to be displayed in the selected language.
  • Click Save to save the changes. The information on the screen changes depending on the store and language selected.
  • Click Logout to log out of the Management Center.
    • OR click the icon to log out of the Management Center.
Workspace selection
In the Select Workspace popup, users can choose to Work on approved content or Work on an active task. Users can complete active tasks without displaying them in the dialog. Users can filter active tasks by workspace. If you navigate away from a workspace tool using the left navigation menu (for example, move from Page Composer to Organizations), the workspace selection widget will change to indicate that Workspaces do not apply, and after clicking on it, a more detailed explanation is displayed.
Note: If the user selects a task to work on, the workspace and task being worked on are reflected in the user interface header.

Navigation menu

Management Center Tool menu
You can access the Management Center dashboard from the side navigation menu. Along with the tool name, the Auth and Live environment badge is added to identify the tool environment. The following table lists all the tools that can be accessed from the Management Center and the environments used to access the tools:
Table 1. Management Center Tools and Environment
Tools Auth Live Can be accessed from Auth and Live, both environments
Catalogs Yes
Search Yes
Inventory & Fulfillment Yes
Marketing Yes
Promotions Yes
Content Yes
Catalog Filter and Pricing Yes
Customer Management Yes
Store Management Yes
Extended Site Stores Yes
Workspace Yes
Analytics Yes
License Metrics Yes
Page Composer Yes
Commerce Composer Yes
Shipping Yes
Tax Yes
Installments Yes
Account Contracts Yes
Member groups Yes
Organizations Yes
Store Preview Yes
Attachments Yes
Marketing Content Yes
Plugins Yes
Users Yes
Approvals Yes
Transports Yes
Messages Yes
Message Types Yes
Security Policies Yes
Registries Yes
Scheduler Yes
Searching tools from the hamburger menu
The Search Tools option at the top of the hamburger menu allows you to search tools throughout the Management Center by entering the tool name.
Preview Store
The user's current preferred store is the default store. The preview will then open in a new tab with the selected settings. Only one tab launches for the store preview. If you launch the preview multiple times, the tab refreshes with the latest preview context. You can preview stores by clicking the Preview Store button on the dashboard's top-right menu.
  • Preview Settings window pops up on the screen.
  • Choose Store for preview, and the Store URL is auto-filled for the selected store.
  • Enable the toggle button for Advance Settings.
    • Provide the Preview date.
    • Provide the Preview time.
    • You can enable the button to view the Time elapse when the preview mode is on.
    • Select the product recommendation as required.
    • After providing the advanced settings, click the Launch Store Preview button to preview the store.
    Note: The Preview Store button is available only for the Auth environment.

See Preview Store for more information.

Site Map
Click the Site Map icon from the left navigation menu. This icon directs you to the dashboard where all the tools are displayed along with the environment they belong to. You can click the tool name and you are directed to the landing page of the respective tool.
Favorites
Management Center has a provision for marking the last level of menu items as favorites. When you access the tool from the side navigation menu, click on the tool name to view the sub-menu. From the sub-menu, hover over the tool name, Open in new tab, favorites, and info icons appear on the screen. Click the icon beside the tool name to add the tool as a favorite. Upon selection, the heart color changes to red. All the tools marked as favorites get added to the favorites list. All the tools belonging to the environment that you have logged in to are displayed on the screen. If the user is present in Auth and live both environments, tools supporting both the environments are displayed along with the environment name on the screen.
Note: After accessing the tool, click the Back arrow or Dashboard from the hamburger menu to revisit the dashboard.
Note: You can remove the tool as a favorite by following the method given below:
  • Go to the tool you want to remove as a favorite from the side navigation menu. Hover over the tool name.
    • Click on the red icon to remove the selection. The tool is removed from the favorites list.
Info
Management Center has a provision for viewing the information for the last level of menu items. When you access the tool from the side navigation menu, click on the tool name to view the submenu. From the submenu, hover over the tool name; Open in new tab, favorites, and info icons appear on the screen. Hover over the icon, and the short description for the tool is shown.
Open in new tab
Management Center has an option of opening a tool in a new tab. When you access the tool from the side navigation menu, click on the tool name to view the submenu. From the submenu, hover over the tool name; Open in new tab, favorites, and info icons appear on the screen. Hover over the icon, and the tool opens in a different tab.