Dashboard

The Dashboard serves as the central landing hub for your Digital Asset Management experience. It provides a high-level overview of your library, featuring quick access to recent uploads, popular assets, and curated collections.

For administrators, the Dashboard is a fully customizable canvas. You can arrange, resize, and configure various "blocks" to tailor the experience for your team, ensuring that the most important brand assets and news are always front and center.

Page Overview

• Purpose: To provide a personalized and curated entry point into the asset library.
• When to use it: Use the Dashboard to quickly resume work on recent assets, browse featured collections, or view brand guidelines.
• What you can do here:
  • View recently ingested assets and personal collections.
  • Explore popular assets based on download trends.
  • Access brand guides, logos, and color palettes.
  • Customize the layout and appearance of the page (if permitted).
  • Search the library directly from a dedicated search block.

Page Layout

• Top bar: Contains the "Edit Dashboard" button for administrators. When in editing mode, this bar expands to show "Add Block," "Settings," and "Save & Done" controls.
• Main area: A responsive grid where content blocks are displayed. If the dashboard is empty, this area shows a setup prompt.
• Configuration Dialogs: Pop-up windows used to select new block types or adjust the settings of an existing block.

Main Features

Content Blocks

• What it's for: Displaying specific types of data like "Recent Assets," "News," or "Video Grids."
• Typical use: Adding a "Recent Assets" block so users can see the latest uploads immediately upon login.
• Result: A new widget appears on the grid showing live data from your library.

Available block types include: Recent Assets (the newest uploads, defaulting to 24 tiles), My Collections (your own personal collections, defaulting to 8), Featured Collections (a curated set picked by an admin), Popular Assets (defaulting to 12, ranked by total download counts pulled from analytics), Brand Guide (logo and color swatches from the Brand Guide), and Video Grid (specific videos hand-picked by admins, automatically hidden from viewers who don't have permission to see them). Each tile only shows data the current user is allowed to see, so different visitors get a personalised dashboard from the same layout.

You can also add clickable image blocks: Image Banner and Link Banner (a single image that links somewhere), and Category Card (an image with a list of links beneath it). Any of these can point directly to a pre-filtered gallery view — see Linking a Banner to a Filtered Gallery View below.

Drag-and-Drop Layout

• What it's for: Organizing the visual hierarchy of the page.
• Typical use: Moving the "Search" block to the top of the page and resizing a "Welcome Header" to span the full width.
• Result: Blocks snap to a grid, and the layout is preserved for all users.

Visual Customization

• What it's for: Matching the dashboard's look to your brand's aesthetic.
• Typical use: Adjusting the spacing between blocks or the roundness of block corners.
• Result: The "Block Gap" and "Border Radius" settings update the entire grid's appearance.

Detailed Feature Documentation

Block Picker

• Purpose: To select and add new functional widgets to the dashboard.
• Where to find it: In the top bar, click Edit Dashboard, then click Add Block.
• What you'll see: A window opens listing available blocks such as Welcome Header, Recent Assets, Brand Guide, and Video Grid.

How to use it:

1. Click Edit Dashboard to enter authoring mode.
2. Click Add Block.
3. Browse the list of available blocks. Note that some blocks may be disabled if the maximum number of instances has already been reached.
4. Click a block type to instantly add it to the bottom of your grid.

Block Configuration

• Purpose: To customize the content and behavior of a specific block.
• Where to find it: In authoring mode, hover over a block and click the Settings (gear icon).
• What you'll see: A configuration window specific to that block type (e.g., choosing which collections to feature or selecting an image for a banner).

How to use it:

1. Enter authoring mode by clicking Edit Dashboard.
2. Locate the block you wish to change and click its settings icon.
3. Adjust the fields provided (e.g., change the "Limit" of assets shown).
4. For blocks requiring images, use the provided selection tool to pick an asset from the gallery.
5. Click Save within the dialog to apply changes to that block.

Linking a Banner to a Filtered Gallery View

• Purpose: To send users straight to a pre-filtered slice of the gallery — for example, a "Product Images" banner that opens only product images, or an "Infographics" banner that opens only infographics.
• Where to find it: In the configuration of an Image Banner, Link Banner, or Category Card block. Image and Link banners have an Or link to a gallery filter section; on a Category Card, set a link's type to Gallery filter.
• What you'll see: A Choose filter button. Clicking it opens the same filter builder used in the gallery, where you combine one or more conditions (asset type, collection, colour, people, and any other available field).

How to use it:

1. Add or edit an Image Banner, Link Banner, or Category Card block.
2. For a Category Card link, pick Gallery filter as the link type; for an Image or Link Banner, find the Or link to a gallery filter section.
3. Click Choose filter and build your conditions (e.g. Asset Type is one of Infographic). You can select several values at once to combine them — for instance, every image type that makes up "Product Images".
4. Click Apply filter. The banner now stores the filter and links to the matching gallery view — no manual URLs required.
5. Use Edit filter to change it later, or Clear to remove it.

• Expected result: Clicking the banner opens the gallery already filtered to the conditions you chose.

Grid Settings

• Purpose: To adjust the global spacing and styling of the dashboard grid.
• Where to find it: In the authoring toolbar, click the Settings button.
• What you'll see: A dropdown menu with options for "Block Gap" and "Border Radius."

How to use it:

1. Click Edit Dashboard.
2. Click Settings in the top toolbar.
3. Select a value from the Block Gap dropdown (None, Small, Medium, Large) to change the space between blocks.
4. Select a value from the Border Radius dropdown to change how rounded the block corners appear.

Complete Workflows

Workflow: Creating a Curated Landing Page

• Goal: Set up a professional landing page with a welcome banner and featured collections.
• Prerequisites: Dashboard authoring rights (granted to workspace administrators).

Steps:

1. Click Edit Dashboard in the top bar.
2. Click Add Block and select Welcome Header.
3. Click the settings icon on the new Welcome Header block.
4. Use the image picker to select a high-quality brand image from your library and click Save.
5. Click Add Block again and select Featured Collections.
6. In the block settings, select the specific collections you want to highlight.
7. Drag the blocks by their handles to position the Header at the top and the Collections below it.
8. Click Save & Done.

• Expected result: The dashboard updates for all users to show the new banner and curated collections.

Workflow: Updating Brand Colors on the Dashboard

• Goal: Ensure the Dashboard reflects the latest brand identity.
• Prerequisites: Brand Guide data must be populated in the system.

Steps:

1. Click Edit Dashboard.
2. Click Add Block and select Brand Guide.
3. Click the settings icon on the Brand Guide block to configure how many colors or which logos to display.
4. Resize the block by dragging the bottom-right corner to ensure all colors are visible.
5. Click Save & Done.

• Expected result: A visual summary of your brand (logo and color swatches) appears on the dashboard.

Workflow: Add a Banner that Opens a Filtered Category

• Goal: Give users a banner per content category (e.g. Product Images, Infographics, Videos) that links straight to the matching, pre-filtered gallery.
• Prerequisites: Dashboard authoring rights.

Steps:

1. Click Edit Dashboard, then Add Block, and choose Image Banner (or Category Card for a single tile with several category links).
2. Open the block's settings and pick a banner image.
3. In Or link to a gallery filter (Image/Link Banner) — or by setting a link's type to Gallery filter (Category Card) — click Choose filter.
4. Build the filter for that category and click Apply filter.
5. Repeat for each category you want to feature, then click Save & Done.

• Expected result: Each banner opens the gallery filtered to its category, giving users a simple, visual way to browse by content type.

Tips and Best Practices

• Hierarchy Matters: Place the Search or Welcome Header blocks at the very top for the best user experience.
• Mobile Consideration: The dashboard is responsive. Blocks will stack vertically on smaller screens, so check your layout on different devices.
• Instance Limits: Some blocks, like "Recent Assets," may have a limit on how many times they can be added to prevent clutter.
• Save Often: Always click Save & Done in the top bar to commit your layout changes to the server.

Troubleshooting

Issue: Dashboard appears empty

• Symptoms: You see a message saying "Your Dashboard is Empty."
• Cause: No blocks have been added to the layout yet, or you do not have permission to view the configured blocks.
• Fix: If you are an admin, click Edit Dashboard and add at least one block.
• Prevention: Ensure at least one "Recent Assets" or "Search" block is always present for general users.

Issue: Unable to save layout changes

• Symptoms: Clicking "Save & Done" results in an error message or the "Saving..." state hangs.
• Cause: Network connectivity issues or insufficient administrative permissions.
• Fix: Refresh the page and try again. If the issue persists, contact your system administrator to verify your "Admin Dashboard" permissions.

Issue: Image not appearing in Banner

• Symptoms: A banner block shows a placeholder or is blank.
• Cause: The selected asset may have been deleted or moved.
• Fix: Open the block configuration, remove the old selection, and pick a new asset from the gallery.