Configuring the UI

The OpenPages® user interface is used by users and risk managers who need find information and complete tasks that are assigned to them.

Setting up the UI
Before users can access the user interface, you must configure who can access it and define the views that are available.
Home page, dashboard, and tabs
The Home page is the initial page that is displayed to users see when they log in to OpenPages.
Customizing the Primary menu
You can customize the Primary menu so that you can quickly access the object types you work on most frequently.
Creating tags
In OpenPages, users can use tags to categorize objects and perform searches based on those categories.
Integrating WalkMe
You can integrate with a third-party tool named WalkMe to deploy custom content and provide guidance to new users on IBM OpenPages. Through guided tours, feature overviews, and embedded resources, WalkMe helps users make the most out of their OpenPages implementation.
Configuring a Net Promoter Score (NPS) survey
Configure a Net Promoter Score survey so that users can send feedback about OpenPages to IBM®.
Exporting and importing dashboards
You can migrate dashboards from one environment to another environment using Export Configuration and Import Configuration.
Themes
Themes are used to customize the colors that are displayed in OpenPages. Users can apply a theme by using the > Change Theme task.

Parent topic: Administrator's Guide