Customizing the Credentials List

This guide explains how tenant administrators can customize the credentials list view for their organization.

Required Roles

Required roles: Tenant Administrator, User Administration

To customize the credentials list view, you need to have both roles listed above.

Prerequisites

Before you begin, ensure you have:

• Access to the Manage Credentials section
• A web browser with an active Breeze session

Customization Process

1. Access List Settings

1. Navigate to the Manage Credentials section
2. Click the "Customize List" button in the action bar above the credentials list
3. The Customize Credentials List dialog will open

2. Select Fields

In the left panel, you'll see all available fields grouped into categories. Some examples of fields include:

• Credential Fields
  • Credential Number
  • Status
  • Creation Date
  • Other basic credential information
• Template Fields
  • Template Name
  • Template-specific information
• Order Fields
  • Order Number
  • Order-related information

To select fields:

1. Browse through the categories
2. Check the boxes next to fields you want to display
3. Hover over field names to see descriptions

3. Arrange Fields

In the right panel, you can organize the selected fields:

1. Use the handle icon (≡) on the left of each field to drag
2. Drag and drop fields to change their order
3. The order here determines how columns appear in the list

4. Configure Field Properties

For each selected field, you can configure:

• Sortable: Allows users to sort the list by this field
• Filterable: Allows users to filter credentials using this field

Use the switches next to each field to enable or disable these features.

5. Save Changes

1. Review your configuration
2. Click "Save" to apply your changes
3. The new configuration will be immediately available to all users
4. Click "Cancel" to discard changes

Best Practices

Field Selection

• Choose fields that are most relevant to your users' daily tasks
• Avoid selecting too many fields to prevent information overload (recommended: 8-12 fields)
• Include fields commonly used for sorting and filtering
• Consider the logical grouping of information

Field Ordering

• Place most frequently used fields on the left
• Group related fields together (e.g., keep all date fields adjacent)
• Consider the natural workflow of your users
• Put optional or less-used fields towards the right

Configuration Management

• Test the configuration with different screen sizes
• Gather feedback from users about field visibility and ordering
• Periodically review and update the configuration (quarterly recommended)
• Document your configuration decisions for future reference

Technical Considerations

Performance

• More visible fields may impact loading performance
• Consider the impact of enabling sorting/filtering on all fields
• Balance between functionality and performance

User Experience

• Changes affect all users in the tenant
• New configurations apply immediately
• Users may need to refresh their browser
• Consider providing user training for significant changes
• Plan communication before making major layout changes

Troubleshooting

Common Issues

Issue	Possible Cause	Solution
Changes don't appear	Browser cache	Ask users to refresh their browser
Sorting doesn't work	Field not sortable	Verify sortable property is enabled for the field
Filtering doesn't work	Field not filterable	Check filterable property is enabled for the field
Performance issues	Too many visible fields	Reduce the number of visible fields
List appears cluttered	Too many columns	Prioritize essential fields only

Getting Help

If you encounter issues:

1. Check that you have the required roles
2. Verify your changes were saved successfully
3. Take a screenshot of the issue if possible
4. Contact support if problems persist, providing details about:
   • The specific action you were taking
   • Any error messages displayed
   • The browser and version you're using