Navigate the CX Portal

Super Search

The Super Search tool allows users to find anything in the portal, from media to a zone. Click the 🔎︎ icon at the top right side of the portal, and allows users to filter types of media and search with keywords. To exit this screen click the arrow on the right side.

In-built Guides

Our full knowledge base can be accessed from the CX Portal. Under 'My Profile' select 'Knowledge Base'. This will open the knowledge base widget:

The widget will recommend guides that are relevant to the Dise module currently selected. Select the 'Knowledge Base' tab to see all articles or search via the search bar.

The widget can be moved with the 6 dots in the top right or closed with the X.

Dashboard

See the dashboard on first log in or by clicking the Dise logo in the top left. See an overview of display statuses and recent playlist changes:

• A chart showing the total of displays in each status. Hover over a status color to view the total number of displays with this status.
• A list of the most recent playlist changes. Select a name from the list to navigate directly to that playlist.
• Links to the Dise knowledge base and contact for the Dise support team.

Brand Overview

See a list of channels and sites that are in a brand. Underlined links can be clicked to jump to the relevant page.

1. Navigate to 'Locations' in the left menu: 🔎︎
2. Select the brand name at the top of the location structure:

Change Active Role

Users with multiple roles can change between these roles. There are two methods available for changing the active role:

1. Quick-change menu 🔎︎: Located in the top right next to 'My Profile'. Users can use the location picker to search and easily change brands.

2. My Profile 🔎︎: Click on the username in top right, to navigate to 'My Profile'. On the profile page is a list of all user roles, switch to that role by clicking 'Select'.

Act As

The Act As function can be used by administrators to view what content a specific location has access to. Here are the steps to access it.

1. Navigate to 'Locations' in the left menu: 🔎︎
2. Choose a location.
3. Click the 3 dots and select 'Act As':

4. A temporary role will be created, the portal will now only show content that's available to the selected location:🔎︎

5. To exit, click X and the portal will return to normal.

My Profile

1. Click on the username in the top right and select 'My profile'.
2. Select a role under 'My roles' to switch roles.
3. Edit contact details.
4. Reset password.
5. Download the Premium player software and CX Composer software.
6. Logout:

Toggling between views

Content can either be viewed in list view or gallery view. These lists can be toggled by clicking the three lines for the list view or the four squares next to it for gallery view. 

List view:

Gallery view: