HCL Commerce Version 9.1.16.0 or later

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 Management Center dashboard has all the tools with descriptions displayed on the screen. The dashboard view will contain the tools the user has access to.

Note: If you have logged in to the HCL Commerce version 9.1.16.0 and below, you see the Management Center dashboard shown on this page. See Enhanced Management Center Dashboard if you have logged in to the HCL Commerce version 9.1.17.0 and above.

If user has no role assigned, the error page is displayed with following message - You do not have access to the tools in the Management Center. To change your access, contact your Site Administrator.

Management Center Tool menu
After logging in to the Management Center, the dashboard page is displayed on the screen. You can access the Management Center dashboard from the side navigation menu. The list of tools accessible to the user role is displayed on the dashboard. 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
Marketing Yes
Marketplace 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
Attachments Yes
Marketing Content 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.

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, favourites and info; both 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. You can access the favorites list from the dashboard by clicking on the icon in the dashboard header. Click on the tool name from the favorite list to access the tool directly.
Note: You can remove the tool as a favorite by following one of the methods given below:
  • Click the icon in the dashboard header and your favorite list is shown.
    • Click on the red icon to remove the tool from the favorite list.
    • The tool is removed from the favorites list, and a success message is displayed on the screen.
  • Go to the tool you want to remove as a favorite from the side navigation menu. Hover over the tool name, favourites and info both icons appears on the screen.
    • 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; favorites and info icons appear on the screen. Hover over the icon, and the short description for the tool is shown.
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.
Accessing tools
Users can access the Management Center tools directly from the dashboard. In the dashboard view, 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.
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.

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.