Configure site groups, page visibility, device content, policies, and presentation defaults.
General settings shape the portal that the Insights application builds from the device forest. They affect navigation, device pages, portfolio presentation, and policy flows.
Visibility is evaluated for the current role and, on device pages, for the device type and authority. Settings can control whether users see:
Visibility is additive to access control
A visible page still requires the underlying route and role relationship. Conversely, a user with a broad role may not see a section that page settings deliberately hide for that authority.
Compare owner, administrator, installer, and visitor visibility before publishing the configuration.
Tags classify active sites into navigation groups. The current SmartgridX layout:
Use stable tag values and translate only their labels. Changing a value can affect saved routes and portfolio grouping.
The follow-up overview separates installations that need activation or review from the active monitored portfolio.
Each device type can receive defaults for:
The application still checks whether valid telemetry exists before rendering a configured chart.
Stream mapping and page configuration jointly determine whether a meaningful chart can be rendered.
Required policies are checked after sign-in. The current router can temporarily make the policy viewer the user's home route when a required policy has not been accepted. A recent skip can postpone the prompt for a limited period when the policy configuration allows it.
When adding an agreement, verify:
Organisation settings can also define:
Translate labels while keeping stable internal identifiers unchanged.