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Manage Preferences

Streamline user onboarding and customize workspace setups. The "Manage Preferences" utility provides the ability to Create New Preference, allowing authorized administrators to readily clone complex product filters and dashboard layouts from one user to another.

How to Add a Preference​

To begin customizing a workspace and managing filters, you will need to add a new preference profile.

1. Initalize the Workflow​

Locate and click the Add Preference button on the Preferences dashboard interface.

Add Preference Button

2. Configure the Fields​

The Add Preference modal window will appear, presenting you with the required fields to build the preset.

Empty Add Preference Modal

The core selection fields control exactly what data the preference acts upon:

Preference Row Settings
  1. Preference Name: Give your new view layout a recognizable identifier (e.g., "Mynx" or "Quality KPI Set").
  2. Country Code: Select the target country code (e.g., "US").
  3. Select Product Code: Choose the overarching product category.
  4. Select Brand Name: Pick one or more specific brands associated with that category.

Tip: You can use the + Add Product button multiple times to stack and track completely different product sets inside a single master preference.

3. Review and Save​

Double-check your field selections to ensure you have captured all relevant parameters.

Filled Add Preference Modal

If you would like this custom configuration to apply automatically as the user's initial dashboard view, simply check the Make it default box near the bottom.

Add Preference Submit Buttons
  • Click Add Preference to finalize and save this layout into the system.
  • Click Cancel at any time to discard your inputs.
SUCCESS

A confirmation toast will appear: "Preference has been created successfully". The newly created preset will now be available for use and, if you checked "Make it default", it will automatically apply to the dashboard upon login.