Panel Editor (My Persona)

11 minute read Last updated on September 05, 2022

Both users and admins can use the Personalize Portal Panel Editor on the My Persona page to remotely create or edit up to five user interfaces (UIs). Once a user activates one of their personalized UIs, that UI appears whenever the user authenticates at a device within their license group. For devices not in their license group, that UI appears at any device to which they have linked their MarketPlace account.

Notes:

Each user’s personal UIs are associated with their MarketPlace account. The UIs belong to that user, and their active UI “follows” the user to their Personalize devices.
The Panel Editor allows you to configure UIs with features that may not be supported by all devices. That is, a UI you configure here on the Personalize Portal may not match the UI that appears on a device. For example, you can add the Fax tile to a UI, but the tile will appear only on devices that support Fax.

For more information on the Personalize app and the Follow-You Persona service, see the Personalize App & Follow-You Persona Service User’s Reference Guide available at the MarketPlace on the Personalize Follow-You Persona Service product page.

To access the Panel Editor, select My Persona from the User menu on the Title bar. The Panel Editor appears below, showing an empty Panel Previewer in which no personal UIs have been defined for the user:

Personalize Panel Editor - default configuration

Using the Panel Editor

The Panel Editor enables you to customize one or more personal user interfaces remotely using the Personalize Portal site, without having to access an MFP. The same customization functionality available at the MFP is available in the Panel Editor. The following illustration shows a personal UI named Autumn, and the components of the Panel Editor:

Personalize Panel Editor - navigation and configuration options

Note: Changes to a Personalize UI become available to licensed users immediately after their next login.

About Personal UIs and Default UIs

At the MFP, an activated personal UI overrides the default UI. That is, users with an active personal UI will always see their personal UI until they deactivate it. Users with an active personal UI wanting to use the default UI must deactivate their personal UI using the ACTIVE UI toggle switch on the Panel Editor.

The default UI can be either the MFP’s native UI or a group default UI. If a group default UI has been activated for a license group, it overrides the MFP’s native UI. If no group default UI is active for your license group, the MFP’s default UI becomes the user’s default UI.

Panel Editor Options

The following options and indicators appear in the Panel Editor:

Panel Previewer - This area of the Panel Editor displays a preview of the current panel configuration. To rearrange the tiles, drag and drop one or more to new locations. To remove a tile, click on the X on the tile.
Quick Panel Preview - This panel helps you maintain multiple UIs. It indicates the active UI (if any) and displays thumbnail previews of any existing UIs created for the user.
Page navigation options - You can configure up to four pages for the MFP panel. To navigate to other pages, you have the following options:
- Arrow buttons - These buttons scroll through the pages.
- Pagination buttons - These buttons at the bottom of the Panel Previewer each indicate an available page. Click on one to navigate directly to that page.
Configuration menu - This area of the Panel Editor provides access to configuration options for your personal UI.
DELETE UI - To delete the selected personal UI (if any), click this button.
CANCEL - To cancel any pending changes and return to the previous configuration, click this button.
SAVE - To preserve any pending changes to the configuration, click this button. Changes become available to licensed users immediately after their next login.

Creating a UI

To create a UI, do the following:

In the Quick Panel Preview, click on the Create UI button. The Create Your UI window appears.
A default UI name appears. You can edit the name. We recommend entering a name that describes the UI’s use or function. Click the Create button when done. The UI name appears in Quick Panel Preview above a thumbnail preview image of the UI.

Note: A license group can have multiple UIs with the same name.

Editing a UI

To edit a UI, select the UI in the Quick Panel Preview. The thumbnail highlights, and the UI appears in the Panel Previewer. You have the following options:

EDIT - To edit the UI name, click this button. Edit the name and click anywhere outside of the input field to save the change. The updated name appears above the Panel Editor and also in the Quick Panel Preview. You can also press [Enter] on your keyboard.
ACTIVE UI - The active personal UI (if any) appears at the top of the Quick Panel Preview. If no UI is currently active, the No Active UI thumbnail appears at the top of the Quick Panel Preview. To activate a personal UI, select the UI in the Quick Panel Preview and then click on this button. The toggle switch turns blue and moves to the right, and the UI now appears at the top of the Quick Panel Preview under the Active label.
DELETE UI - To delete the selected UI, click this button.
CANCEL - If you make a change to the UI using the Panel Editor, this button activates. To abandon your changes, click this button.
SAVE - If you make a change to the UI using the Panel Editor, this button activates. To preserve your changes, click this button.

In the Panel Editor, to the right of the Panel Previewer, the Configuration menu provides access to configuration options you can apply to your UI. Each option is listed in the table below and is described in a separate section.

Icon/Button	Function
	To expand the view of the available configuration options, click on this button.
	Startup App - To specify an app to appear first each time you authenticate at the MFP, click on this button.
	Apps and Functions - Add apps and functions to the personal UI.
	Background image - Change the background image of the personal UI.
	Language - Change the language used by the personal UI.
	Theme colors - Change the theme colors of the personal UI.

Note: You can also expand the view of the Configuration menu by clicking on a configuration icon. The options associated with the selected icon appear directly.

Startup App

To specify an app to appear first each time you authenticate at the MFP, click the Startup App icon on the Configuration menu. A list of available apps appears, from which you can choose. If you do not select a startup app, the MFPs home screen appears first when you authenticate.

If the list of apps is long, you can use the Search field to filter the list. Once you make a selection, it highlights in the list, a check mark appears beside the app name, and a heart icon appears on the tile in the Panel Previewer. To deselect, click the app name again in the Configuration panel.

The following illustration shows the results of selecting a startup app for the current UI:

Scan To Email has been selected as the startup app in the Configuration panel
A heart icon appears on the Scan to Email tile in the Panel Previewer
The Save button is active, indicating a change to the configuration is pending.

App and Function Options

To view the available functions that you can add to your personal UI, click the Apps and Functions icon on the Configuration menu. The list includes the “default list” of apps and functions common to all MFP native UIs. You can add any of these to your personalized UI, but at the MFP only the apps and functions supported by the MFP will appear. In addition, apps and functions installed on devices in your license group will be available for selection here in the Panel Editor.

To add an app or function to your personal UI, navigate to the page you want to contain the item, then select the item from the list and drag and drop it to any open space in the Panel Previewer. Each item in the Apps and Functions list indicates the size of the tile (e.g., 2 x 2 Grid) as it will appear in the UI. Use the Scroll bar to view additional functions available for selection. To remove an item from the Panel Previewer, click on the X on the item’s tile.

Search Filter - Use this field to restrict the list of items displayed to a specified string of text. Any items whose name contains the specified string appear in the list and all others are excluded.

The following image shows the results of adding the Copy function to the Autumn UI:

The Copy tile appears in the Panel Previewer area.
The SAVE button is active, indicating a change to the configuration is pending.

Background Image Options

To view the available background images that you can add to your personal UI, click the Image icon on the Configuration menu. A palette of predefined images appears, from which you can choose.

Upload Image - To upload a custom image for your background, click this button and navigate to the file. The maximum file size is 8 MB. The following file types are supported:
- GIF
- JPEG/JPG
- PNG
- SVG
- WebP

The following illustration shows a predefined image in the UI background. The SAVE button is active, indicating a change to the configuration is pending.

Language Options

To view the available languages that you can use for your personal UI, click the Language icon on the Configuration menu. Use the Scroll bar to locate the language you want to use and select it. The language highlights and a check mark appears.

The following illustration shows English as the language selected for the personal UI.

Theme Options

The Panel Editor provides three default color schemes as well as the ability to create your own custom theme. The theme you use applies to all pages on the MFP panel. To view the color themes available for your personal UI, click the Themes icon on the Configuration menu. To preview a theme, click on it. The selected theme highlights and appears in the Panel Previewer.

The following illustration shows the Themes panel with the Light theme selected as the color theme for the personal UI.

About Color Themes

Each theme consists of the following color elements:

Background - The rectangular area behind the tiles and text.
Font - The text below each tile on the panel.
Icon background - The tile area behind the tile’s icon.
Text background - The box containing the text that describes a tile.

You cannot edit the default themes, but the ADD CUSTOM button in the Themes panel provides the ability to customize a color theme to your own specifications.

Each theme listed in the Themes panel includes a color palette to the right of the theme name. The palette gives a representation of the four elements in the color scheme. For example, the bar near the bottom of the palette indicates the font color element for the theme.

Customizing a Color Theme

To customize a color theme to your own specifications, open the Themes panel and click on the ADD CUSTOM button. The Customize Themes panel appears, displaying the configuration settings for the current theme:

For each of the customization elements, a text box displays the color code and a color box shows the current color. To specify a new color, you have the following options:

In the text box, enter the code of the new color. You have the following options:
- HEX - For example, #FFFFFF is the code for white.
- RGB (Background element only) - For example, rgb(255,255,255) is the code for white.
- RGBA - For example, rgba(255,255,255,100) is the code for white.
In the color box, click to display the color picker:

In the above illustration, note the following:

The name of the theme element being edited (Editing font color) appears above the color picker.
The “A” (alpha) color code element and the Alpha slider adjust the color transparency. The Panel Editor does not permit color transparency for the Background color element, so when editing that element, the “A” (alpha) color code element and the Alpha slider are not available for selection.

Use one of the various methods provided to select a color, then click OK. You return to the Customize Themes panel. Click OK again to save your changes and exit the panel. The custom theme now replaces the ADD CUSTOM button and displays a Pencil icon, indicating it is editable. A palette appears to the right, previewing the colors of the theme’s elements. See the illustration below: