.. _automate-home:

Automate - Home
---------------





Main Dashboard for Automate - Admin Role




.. raw:: latex


   \sphinxstylestrong{Counters}

   \begin{itemize}
   
    
    \item {\hyperref[\detokenize{src/user/create-customer:create-a-customer}]{\sphinxcrossref{\DUrole{std,std-ref}{Customers}}}}
    
    \item {\hyperref[\detokenize{src/user/create-site:create-a-site}]{\sphinxcrossref{\DUrole{std,std-ref}{Sites}}}}
    
    \item {\hyperref[\detokenize{src/user/manage-users:manage-users}]{\sphinxcrossref{\DUrole{std,std-ref}{Users}}}}
    
    \item {\hyperref[\detokenize{PLACEHOLDER}]{\sphinxcrossref{\DUrole{std,std-ref}{Numbers in Use}}}}
       
   \end{itemize}


  


   \sphinxstylestrong{Links}

   \begin{itemize}
    
    \item \sphinxstylestrong{ Quick Actions }
    
    \begin{itemize}
    
    \item \sphinxstylestrong{Link Text:} Manage Users
    \item \sphinxstylestrong{Type:} relation/MultiVendorSubscribers
    \item \sphinxstylestrong{Display:} list
    
    \item \sphinxstylestrong{Filter Options:} [{'filter_by': 'user_type', 'operation': 'startswith', 'filterValue': 'End'}]
    
    
    
    
    
    \item \sphinxstylestrong{Description:} Manage Users and Services in the system
    
    \item \sphinxstylestrong{Link Text:} Manage Admins
    \item \sphinxstylestrong{Type:} relation/User
    \item \sphinxstylestrong{Display:} list
    
    \item \sphinxstylestrong{Filter Options:} [{'filter_by': 'user_type', 'operation': 'equals', 'filterValue': 'Admin[OR]End User + Admin'}]
    
    
    
    
    \item \sphinxstylestrong{Condition:} \begin{verbatim}\end{verbatim}
    
    
    \item \sphinxstylestrong{Link Text:} Number Management
    \item \sphinxstylestrong{Type:} dashboard: Automate - Number Management
    \item \sphinxstylestrong{Display:} dashboard
    
    
    
    
    
    \item \sphinxstylestrong{Link Text:} Transaction Overview
    \item \sphinxstylestrong{Type:} dashboard: Automate - Additional Admin Functions - Transaction Overview
    \item \sphinxstylestrong{Display:} dashboard
    
    
    
    
    
    \item \sphinxstylestrong{Link Text:} Data Syncs
    \item \sphinxstylestrong{Type:} dashboard: Automate - Additional Admin Functions - Data Sync
    \item \sphinxstylestrong{Display:} dashboard
    
    
    
    
    
    \item \sphinxstylestrong{Link Text:} Import
    \item \sphinxstylestrong{Type:} tool/DataImport
    \item \sphinxstylestrong{Display:} form
    
    
    
    
    
    \item \sphinxstylestrong{Link Text:} Bulk Load
    \item \sphinxstylestrong{Type:} tool/BulkLoad
    \item \sphinxstylestrong{Display:} form
    
    
    
    
       
    \end{itemize}   
   \end{itemize}



   \sphinxstylestrong{Charts}
   \begin{itemize}
   
   
   \item \sphinxstylestrong{ Overall User Trend }
   \begin{itemize}
   \item \sphinxstylestrong{Description:} 
   \item \sphinxstylestrong{Type:} chart-line 
    \item \sphinxstylestrong{Resource:} Multivendor Subscriber View Trend Metrics
    
    \end{itemize}
   
   \item \sphinxstylestrong{ Transaction Status Trend }
   \begin{itemize}
   \item \sphinxstylestrong{Description:} Shows the transaction status over time
   \item \sphinxstylestrong{Type:} chart-line 
    \item \sphinxstylestrong{Resource:} Transactions
    
    \end{itemize}
   
   \item \sphinxstylestrong{ Transaction Actions - Top 10 }
   \begin{itemize}
   \item \sphinxstylestrong{Description:} Shows a split of the top 10 actions performed
   \item \sphinxstylestrong{Type:} chart-pie 
    \item \sphinxstylestrong{Resource:} Transactions
    
    \end{itemize}  
 
   \end{itemize}






  


   

.. raw:: html


   <h3>Counters</h3>

   <table class="panel-table"><tbody>
     <tr>
     <th style="text-align:center">COUNTERS</th>
     </tr>
  
     <tr>
     
     
     <td>
     <p style="border-radius: 6px;background-color: #e1dbdb;">
     
     <i class="material-icons">account_balance</i>
     
     
     
     <a href="../create-customer.html">Customers</a>
     
     
     
      <br>relation/HcsCustomerREL
      
      </p>
     </td>
     <td>
     <p style="border-radius: 6px;background-color: #e1dbdb;">
     
     <i class="material-icons">business</i>
     
     
     
     <a href="../create-site.html">Sites</a>
     
     
     
      <br>relation/HcsSiteREL
      
      </p>
     </td>
     <td>
     <p style="border-radius: 6px;background-color: #e1dbdb;">
     
     <i class="material-icons">people</i>
     
     
     
     <a href="../manage-users.html">Users</a>
     
     
     
      <br>relation/MultiVendorSubscribers
      
      </p>
     </td>
     <td>
     <p style="border-radius: 6px;background-color: #e1dbdb;">
     
     <i class="material-icons">phone</i>
     
     
     
     
     Numbers in Use
     
     
      <br>relation/NumberInventoryREL
      
      </p>
     </td>   
     </tr>
   </tbody></table>

  
  



.. raw:: html

   
    <h3>Links</h3>

      
    <table class="panel-table"><tbody>
       <tr>
       <th colspan=8 style="text-align:center">Quick Actions</th>
       </tr>
       <tr>
       <th>Link Text</th><th>Type</th><th>Display</th><th>Filter Options</th><th>Field Display Policy</th><th>Configuration Template</th><th>Condition</th><th>Description</th>
       </tr>
       
       <tr>
       <td>
       
       <a href="../manage-users.html">Manage Users</a>
       
       </td>
       <td>relation/MultiVendorSubscribers</td>
       <td>list</td>
       <td>[{'filter_by': 'user_type', 'operation': 'startswith', 'filterValue': 'End'}]</td>
       <td></td>
       <td></td>
       <td></td>
       <td>Manage Users and Services in the system</td>
       </tr>
       <tr>
       <td>
       
       <a href="../role-based-access-admins.html">Manage Admins</a>
       
       </td>
       <td>relation/User</td>
       <td>list</td>
       <td>[{'filter_by': 'user_type', 'operation': 'equals', 'filterValue': 'Admin[OR]End User + Admin'}]</td>
       <td></td>
       <td></td>
       <td><pre></pre></td>
       <td></td>
       </tr>
       <tr>
       <td>
       
       <a href="dashboard-Automate-Number-Management.html">Number Management</a>
       
       </td>
       <td>dashboard: Automate - Number Management</td>
       <td>dashboard</td>
       <td></td>
       <td></td>
       <td></td>
       <td></td>
       <td></td>
       </tr>
       <tr>
       <td>
       
       <a href="dashboard-Automate-Additional-Admin-Functions-Transaction-Overview.html">Transaction Overview</a>
       
       </td>
       <td>dashboard: Automate - Additional Admin Functions - Transaction Overview</td>
       <td>dashboard</td>
       <td></td>
       <td></td>
       <td></td>
       <td></td>
       <td></td>
       </tr>
       <tr>
       <td>
       
       <a href="dashboard-Automate-Additional-Admin-Functions-Data-Sync.html">Data Syncs</a>
       
       </td>
       <td>dashboard: Automate - Additional Admin Functions - Data Sync</td>
       <td>dashboard</td>
       <td></td>
       <td></td>
       <td></td>
       <td></td>
       <td></td>
       </tr>
       <tr>
       <td>
       
       <a href="../concepts-import.html">Import</a>
       
       </td>
       <td>tool/DataImport</td>
       <td>form</td>
       <td></td>
       <td></td>
       <td></td>
       <td></td>
       <td></td>
       </tr>
       <tr>
       <td>
       
       <a href="../reference-bulk-loader-sheets.html">Bulk Load</a>
       
       </td>
       <td>tool/BulkLoad</td>
       <td>form</td>
       <td></td>
       <td></td>
       <td></td>
       <td></td>
       <td></td>
       </tr>   
    </tbody></table>   

  



.. raw:: html


   <h3>Charts</h3>

   <table class="panel-table">
     <thead>
     <tr>
     <th colspan=4  style="text-align:center">CHARTS</th>
     </tr>
     <tr>
     <th>Title</th><th>Type</th><th>Resource</th><th>Description</th>
     </tr>
     </thead>
     <tbody>
     <tr>
     
     
     <tr> 
          <td>Overall User Trend</td>
          <td>chart-line</td>
	  
	  
	  <td><a href="../manage-users.html">Multivendor Subscriber View Trend Metrics</a></td>
	  
	  
           <td></td>
      
     </tr>
     
     <tr> 
          <td>Transaction Status Trend</td>
          <td>chart-line</td>
	  
	  
	  <td><a href="../concepts-transaction-logging-audit.html">Transactions</a></td>
	  
	  
           <td>Shows the transaction status over time</td>
      
     </tr>
     
     <tr> 
          <td>Transaction Actions - Top 10</td>
          <td>chart-pie</td>
	  
	  
	  <td><a href="../concepts-transaction-logging-audit.html">Transactions</a></td>
	  
	  
           <td>Shows a split of the top 10 actions performed</td>
      
     </tr>   
   </tbody></table>