# Configuration dashboard

## Configuration dashboard

The Configuration dashboard is the entry surface for choosing a settings area. It presents
five areas for account, company, branch, data, and security settings.

| If you need to… | Go to |
|---|---|
| Open the settings entry surface | [Open the configuration dashboard](#open-the-configuration-dashboard) |
| Understand what is on the screen | [Read the dashboard](#read-the-dashboard) |
| Choose an area to continue | [Select a settings area](#select-a-settings-area) |
| Check whether this surface maintains records | [Understand the dashboard's limits](#understand-the-dashboards-limits) |

The dashboard route is `/configuration/home`.

![Identify the five settings areas before choosing one.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/eafd8a142dd92601d1491ab062370f2b.png)

## Before you start

You do not enter form data on the dashboard before choosing a settings area. The screen has no
form fields.

Have the settings area you need in mind so you can choose it after the screen loads.

## Open the configuration dashboard

Use this procedure to reach the dashboard and recognize its starting area.

Prerequisites

- You know the route `/configuration/home`.

Steps

1. Open `/configuration/home`.
2. Check that **Account settings** is the selected area.

![Check the starting area and the dashboard route.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0d6309e21e5b362c7ee84a7069b5c06b.png)

**Result:** The dashboard is open at `/configuration/home` with **Account settings** selected and
the `#1` content marker visible.

Review each settings area and its content marker before choosing one.

## Read the dashboard

Each settings area is a choice for continuing to a different kind of configuration work. The
dashboard itself shows the choices and the content marker for the selected choice.

| Settings area | What appears when selected |
|---|---|
| **Account settings** | `#1` |
| **Company settings** | `#2` |
| **Branches settings** | `#3` |
| **Data management** | `#4` |
| **Security** | `#5` |

Only the selected area's content marker appears. The dashboard has no form fields and no grid
columns. It also has no page-specific validation, confirmation, success, or error messages.
The five areas are the controls available on this surface.

The content under each area is limited to its marker on this screen. Choose an area when you are
ready to continue.

## Select a settings area

Select one settings area to identify the configuration work you want to continue with.

Prerequisites

- The dashboard is open.

Steps

1. Select the area that matches what you need to do.

   | If you need to… | Select | The screen shows |
   |---|---|---|
   | Work with account settings | **Account settings** | `#1` |
   | Work with company settings | **Company settings** | `#2` |
   | Work with branch settings | **Branches settings** | `#3` |
   | Work with data management settings | **Data management** | `#4` |
   | Work with security settings | **Security** | `#5` |

2. Check the content marker for the area you selected.

![Check the selected account settings area and its content marker.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0d6309e21e5b362c7ee84a7069b5c06b.png)

Use the security image to inspect the content marker after selecting a different settings area.

![Check the selected security area and its content marker.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7a73f14adb319d85e0d4d5521e0bb80d.png)

**Result:** The selected area remains on `/configuration/home`, and its corresponding content
marker is visible.

Use the selected area as the starting point for the configuration work you need to do.

## Understand the dashboard's limits

Use this dashboard to choose a settings area, not to maintain records. Do not look here for
controls that create, update, delete, export, or confirm a record.

| What you need to do | Where to act |
|---|---|
| Choose a configuration area | Use one of the five settings controls on this dashboard. |
| Maintain configuration records | Continue from the selected area to its detailed settings surface. |
| Respond to a validation or confirmation message | No page-specific message is provided on this dashboard. |

Record maintenance belongs to the detailed settings surface that follows the selection.