Widget Management

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This topic is part of the manual Real-time Reporting with Pulse for version Current of Reporting.

Widget Management allows allows administrators and supervisors to perform basic operations with widgets (editing, removing, activating, deactivating).

Overview

As an administrator, you can use Widget Management to get an overview of widget usage and to perform basic operations such as editing, removing, and activating/deactivating widgets belonging to any user. You can see the summary information about the number of widgets for each user and for each dashboard or wallboard:

The Widget Management window gives you an overview of widget usage.

Checking the check box next to a Widget name will activate the Widget Management buttons at the top of the page.

Using the summary information, you can reduce Genesys Pulse Collector load by either deactivating or removing unneeded widgets.

  • Deactivating a widget means that data is not collected for that widget. A deactivated widget becomes active automatically as soon as a user opens it again.
  • Removing a widget means that the widget is no longer available for use.
Users that were removed from Genesys Configuration are marked as Inactive. You can safely remove them from Genesys Pulse, together with their dashboards and widgets.

How to Enable Access to Widget Management

You can enable access to the Widget Management screen by granting the user proper privileges:

  • On the GAX Configuration Manager page, under Accounts, go to Roles and find the role assigned to the user.
  • Edit the privileges granted by the Role on the Assigned Privileges tab in the Pulse section to allow the following action:
    • Pulse Manage Users - Manage other users' widgets, delete other users and their dashboards.
    • Pulse Manage Tabs and Pulse Manage Widgets are prerequisites for the Pulse Manage Users privilege.

Manage Genesys Pulse Widgets

To open the Widget Management screen select Widget Management in the Settings menu:

Click the gear icon and then select Widget Management.

From here you can perform the following actions:

  • Overview, edit, activate/deactivate, or remove widgets.
  • Remove dashboards or wallboards (you can delete a dashboard or wallboard completely or choose to delete widgets and leave empty dashboards or wallboards).
  • Remove users (you can delete a user completely or choose to delete widgets and leave empty dashboards or wallboards).
A warning window opens, prompting you to click either Cancel or Delete.
Important
  • A user who is removed in Widget Management is not removed from Genesys Configuration. The user can log in to Genesys Pulse again as a new user without launched dashboards.
  • Shared widgets and personal widgets containing an identical set of statistics and objects may have to be deactivated or activated together. In this case, you need to confirm the activation/deactivation action from the dialog with all affected widgets listed.
  • Deactivated widgets are activated automatically when the owner user logs in to Genesys Pulse.
A warning window opens, prompting you to click either Cancel or Deactivate.