Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Features

Description

Screenshots

Navigate to the “Clients” tab

Click

To see all the information about your cliets, click on the “Clients” tab of the main menu

on the left side of the screen.The "Clients" page will appear

.

By default,

information from the ProofSpace user profile will be displayed

in five columns on this page, you can see the information from the ProofSpace “User Profile” credential of each client along with the DID (Decentralized identifier of the client)

column for each client

.

 

Image Modified

Set columns visibility

The instructions

for changing

on how to change the column visibility can be found in the "Dashboard/Clients page column and

data visibility"

section of Service info Page.

Sorting

The data in each column can be sorted. See more info in Sorting rules of this overview.

Client Information Page

Select the client DID

. The page with all the

, and a page displaying all available information about this client will appear.

This page

contains four

is divided into three tabs: "Client

info

Info," "Credentials,

Interactions,

" and

Message

"Messages."

More info about this page can be found on New Dashboard Client Information Page .

Image Modified

Search

In the search bar, input the available client’s information and press the "Enter" button on the keyboard.

Press the cross in the search box to return to the original clients' list.

Image Modified

Creating new filter

See how to set up filters in the New Dashboard Client filters section of this overview.

Send notification

These notifications will be received by

all

clients currently displayed (filtered) on this page.

To send a notification, click the "Send notification" button. Fill in the title and text in the "Send notification" pop-up window.

An interaction can be proposed

You can also propose an interaction to the client. Click on the "Proposed Interaction" field

. Select

and select the interaction from the drop-down list.

Click “Send.”

Image Modified

Image Modified

Generate report

Click the "Generate Report" button

. A report (CSV file)

to generate and download a report for all the

shown

displayed (filtered) clients

will be generated and downloaded

in CVS file.