Dashboard

The Dashboard is the home page for the K2 Management Site and provides links to quickly access some of the most common administration tasks.

On the left, you will find a tree view to navigate between various nodes, which allow you to perform administration tasks based on the item selected int he tree. You can expand the nodes and navigate through the tree view to locate and access the component or task you want to perform.

Common Tasks

The table below links to documentation for some of the more common administration tasks you may need to perform in a K2 environment.

Task	Link to Topic
Workflow Rights	See Workflows Tab
Inspect Workflow Errors	Errors
Manage Features	Features
Manage Security	Manage environment security: Server Rights Manage workflow permissions: Workflows Tab Manage workflow wizard permissions: SmartWizard Security
Working Hours	Working Hours
View OAuth Settings	OAuth
Manage Roles	Roles
Manage Claims Configuration	Claims
View Management Task List	Task List
Manage Out of Office	Out of Office
Execute a SmartObject	SmartObjects or SmartObjectAdministration

K2 Management Navigation Pane

Use these links to quickly browse to the help topics for each of the main nodes in the K2 Management site:

• Categories
• Environment Library
• Features
• Servers
• Authentication
• SmartObjectAdministration
• Workflow Server
• UserManagement
• K2 Designer
• Licenses

Dashboard Navigation

The following options are available when navigating the dashboard.

• Refreshing the Menu
• User Icon
• Help Icon

Refreshing the Menu

To refresh the menu, follow the steps below:

1. In the Management Site category tree, select a node and right-click.
2. Click the Refresh Menu option.
   

User

Clicking on the user icon or ellipsis provides two options, Help and Logout. Clicking on the Help option opens the documentation for the K2 Management site (you can also click on the Help icon on the dashboard to open the documentation). Clicking the Logout option, logs the current user out of the K2 Management site.