When you have logged into X1 you either have a empty UI or you will have a default set of workspaces or if an admin has designed a workbench for you you will already have one or more workspaces with predefined column views and maybe also some filters added to the search bar + some default columns sorting.
To the top right you’ll find a profile icon. Click on that icon to see following informations and options:
Menu | Action / Explanation | |
|---|---|---|
User name User role X1 version | Mouse over user name to display user groups The users role in the system, for instance ADMIN, SALESMAN etc. Current installed version | |
Reset Workbench | An admin assigned tool that gives the user a default set of workspaces/filters/views/sorting
| |
Language | Possible to choose configured language(s) by pressing the arrow. English is default.
| |
Logout | Logs you out of Adpoint |
Below the profile icon you’ll find these four buttons:
First two gives you the two opportunities available for the views in the user interface:
Next one manual updates the content of the specific workspace:
The last with the three dots opens the menu for Filters, Views and the opportunity to create an export of ALL results in the current workspace as CSV and/or PDF format:
It’s possible to sort from A-Z or Z-A from most of the columns by either clicking on the three dots or just click directly on the column to get the default A-Z sorting active:
It is also possible to sort multiple columns on levels by holding down CTRL on pc and Command on MAC while clicking on the columns:
You can copy from all copyable fields in the UI by holding the mouse over the field for 1 sec and then press the copy icon and paste it into the search bar by using the shorcut CTRL+V on PC and Command+V on MAC:
