Admin Dashboard Canvases

These canvases display in the web-based Optix admin dashboard and are used to create experiences for admins. To use the canvases in your app, you need to specify them in your app settings file.

On this page

1. App settings

This canvas could be used to display all of the global configuration UI that your app needs (e.g., dropdown select boxes with settings or an OAuth flow to get integrations connected). It opens when a user clicks the Configure button on the Apps → Manage apps menu item.

JSON type

ADMIN_APP_SETTINGS

Settings file example

Learn more about using this in the app settings file section.

{  
   "canvases": [  
      {  
         "type": "ADMIN_APP_SETTINGS",
         "url": "https://api.optixapp.com/canvas-placeholder",
         "title": "My app interface"
      }
   ]
}

 

Placement in admin dashboard

The admin dashboard displaying a full-screen canvas for an app’s settings.

  1. title
  2. url (loaded in an iframe)

 

Example app

2. Main menu item

This canvas is displayed in a section much like the other core features. It is accessed from the main left menu.

JSON type

ADMIN_MAIN_MENU

Settings file example

Learn more about using this in the app settings file section.

{  
   "canvases": [  
      {  
         "type": "ADMIN_MAIN_MENU",
         "url": "https://api.optixapp.com/canvas-placeholder",
         "title": "My app interface",
         "icon": "unlock"
      }
   ]
}

 

Placement in admin dashboard

The app home screen with a custom ‘section’ (on the left), and a full-screen canvas opening when the ‘secondary title’ is tapped (on the right).

  1. icon (you can find the available icons here)
  2. title
  3. url (loaded in an iframe)
  4. admin_role (“OWNER”, “MANAGER”, “CLIENT_SERVICE”, or “RECEPTION”)

3. Invoice options menu

This can be used to present a pop-up modal when an admin selects one or more invoices in the invoice list, then clicks on ‘options.’ Setting up this canvas will add your item to the menu that opens, and will display a canvas in a modal when that option is clicked.

JSON type

ADMIN_MODAL_INVOICES_MENU

Settings file example

Learn more about using this in the app settings file section.

{  
   "canvases": [  
      {  
         "type": "ADMIN_MODAL_INVOICES_MENU",
         "url": "https://api.optixapp.com/canvas-placeholder",
         "title": "My app interface"
      }
   ]
}

 

Placement in the admin dashboard

The admin dashboard showing the options menu for a selected invoice (above) and the modal open after the custom menu option is clicked.

  1. title
  2. title (inherited from #1)
  3. url (loaded in an iframe)

 

Example app

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