Panel types

People Panel

The People panel allows you to provide client contacts or manual contacts. This can highlight key contacts for specific organisations or even just a list of users who might update the content on the page with the panel.
As of our March 2023 release, we have introduced the ability for users to quickly and easily view the key contacts for a site. This includes a minor overhaul of the
Add panel - People
 screen. Click
People
:
The
Add panel - People
 screen opens:
  • Panel title
     - Enter the title of the panel. You can hide the title by selecting the
    Hide title
     checkbox
  • Contact type
     - Select the source for the panel.
    • This can be either Group contacts or Manual contacts. If you select manual contacts a new
      Contacts
       field is displayed, where you need to search for the contacts manually
  • If you select Group contacts, the
    Group type
     section will be displayed, enabling you to choose from either an
    Internal system group
    , a
    Site group
    or an
    Internal organisation
    . Depending on the type of group selected, the drop-down menu will change to either
    System group
    ,
    Site
     or
    Organisation
    , where you can select the relevant group to display users from.
  • Order by
     - When you have selected a Group contact group, you can only order by Alphabetical order. If you have selected Manual contacts, you have the option of Alphabetical or Custom:
This lets you drag-and-drop or use the arrows to change which order people are displayed in; click the red
x
 to remove people from this panel.
  • Display
     - This section lets you choose which bits of information about a user you want to display within the panel. Select each checkbox for the piece of information you want to display. If you select a checkbox, but a user does not have that piece of information within their profile, nothing will be shown
  • Items per page
     - Enter how many contacts you want to display per page
  • Display in
     - Select whether you want to display the panel on all devices, or just desktop/tablet
Click
Add
 once you have added all of the relevant details. The new panel will be displayed within your dashboard, containing the information you want to display:
With release 5.9.0, we have updated the profile page design, featuring enhanced and visually appealing avatars.
Click
Save
 to save your dashboard changes.
How do permissions work in the People Panel?
Below is a matrix explaining how permissions work for certain users with certain permissions:

This article applies to:

  • PRODUCT: HighQ
  • Subject: Dashboards