Dashboard and navigation

Prev Next

This article covers the Presentation Manager dashboard and navigation setup. 

Note: The menu navigation and options may differ depending on whether you're signing in as an administrator, a manager, or a user.

What is the dashboard?

The dashboard is your landing page for AXIS Presentation Manager. You arrive on this page each time you sign in, and whenever you click on the AXIS logo in the top left-hand corner.

Presentation_Manager_-_Dashboard_.png

Dashboard features

Customer statistics

At the top of the page you'll see summary user statistics, based on recent customer activity. The data is based on active user accounts, and includes:

  • Customers: The total number of customers in AXIS

  • Active: Customers who signed in within the last 30 days

  • New: Customers who registered within the last 30 days

  • At risk: Customers who signed in between 30 and 60 days ago 

The metrics are calculated either hourly or daily (depending on the type) and will follow your timezone settings in Presentation Manager.

Other features

The dashboard also shows you a linear schedule from your channel assets, as well as other data that has been recently added or modified: 

  • What's on

  • Recent assets

  • Recent lists

  • Recent pages

  • Recent deals

  • Recent users (these are users with your organization)

  • Activity log (also accessible from the primary navigation menu - see below)

Note: Click on the AXIS logo in the top left corner of the primary navigation bar to return to the dashboard from anywhere in AXIS Presentation Manager.

Global navigation

AXIS Presentation Manager is organized into primary and secondary navigation bars. The options available at each level are described in the table below:

Primary navigation

The top menu bar represents the primary, high level navigation, and below it are one or more secondary navigation options. 

Navigation_-_Primary_menu.png

Secondary navigation

Secondary navigation options take you to specific pages. When you select a primary navigation item, the leftmost secondary option is generally selected by default – as seen below with Display→Pages. Simply change the selection to go to a different page.

Navigation_-_Secondary_menu.png

Primary Nav

Secondary Nav

Description/Notes

AXIS Logo

 

Navigates back to the dashboard.

Display

  • Page

  • Lists

  • Menus

Scheduling of content and presentation for apps.

Assets

  • Items

  • Channels

  • Links

Management of asset metadata and imagery.

Rules

  • Deals

  • Global offers

  • Plans

Configuration of deals, offers, and plans.

Admin

  • Settings

  • Users

Low-level Admin features and settings, only available to administrator users by default.

Help Center

Not applicable

Link to the AXIS help center. 

Product Roadmap

Not applicable

Link to the AXIS product roadmap. A high-level summary of recently added features, work in progress and upcoming deliveries. Includes the ability to suggest and rate ideas. 

Activity Log

Not applicable

Activity log for diagnosing ingestion or publishing issues.

Account

  • My details

  • Change password

  • Sign out

User-specific details and settings.