Install the SSP Dashboard Management feature

Last updated: April 11, 2025

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This document describes how to install the Self-Service Portal (SSP) Dashboard Management feature.

Prerequisites

FEATURE	VERSION	INSTALLATION GUIDE
Spryker Core	202507.0	Install the Spryker Core feature
Self-Service Portal	202507.0	Install Self-Service Portal

Install the required modules

Install the required modules using Composer:

composer require spryker-feature/self-service-portal:"^202507.1" --update-with-dependencies

Verification

Make sure the following packages are now listed in composer.lock:

MODULE	EXPECTED DIRECTORY
SelfServicePortal	vendor/spryker-feature/self-service-portal

Set up transfer objects

Generate transfer classes:

console transfer:generate

Verification

Make sure the following transfer objects have been generated:

TRANSFER	TYPE	EVENT	PATH
DashboardRequest	transfer	created	src/Generated/Shared/Transfer/DashboardRequestTransfer
DashboardComponentCriteria	transfer	created	src/Generated/Shared/Transfer/DashboardComponentCriteriaTransfer
DashboardResponse	transfer	created	src/Generated/Shared/Transfer/DashboardResponseTransfer
CmsBlockRequest	transfer	created	src/Generated/Shared/Transfer/CmsBlockRequestTransfer
CmsBlock	transfer	created	src/Generated/Shared/Transfer/CmsBlockTransfer
SynchronizationData	transfer	created	src/Generated/Shared/Transfer/SynchronizationDataTransfer
Customer	transfer	created	src/Generated/Shared/Transfer/CustomerTransfer
CompanyUser	transfer	created	src/Generated/Shared/Transfer/CompanyUserTransfer
Store	transfer	created	src/Generated/Shared/Transfer/StoreTransfer

Add translations

Append the glossary:

Glossary

>ssp_dashboard.index.widget.title,Dashboard,en_US
ssp_dashboard.index.widget.title,Dashboard,de_DE
dashboard.index.widget.title,Dashboard,en_US
dashboard.index.widget.title,Dashboard,de_DE
ssp_dashboard.general.view_all,View All,en_US
ssp_dashboard.general.view_all,Alle anzeigen,de_DE
ssp_dashboard.general.welcome,"Welcome, %name%",en_US
ssp_dashboard.general.welcome,"Willkommen, %name%",de_DE
ssp_dashboard.overview.title,My Overview,en_US
ssp_dashboard.overview.title,Meine Übersicht,de_DE
ssp_dashboard.general.ssp_assets,Assets,en_US
ssp_dashboard.general.ssp_assets,Assets,de_DE
dashboard.general.assets,Assets,en_US
dashboard.general.assets,Assets,de_DE
ssp_dashboard.general.inquiries,Pending Inquiries,en_US
ssp_dashboard.general.inquiries,Ausstehende Ansprüche,de_DE
ssp_dashboard.general.services,Planned Services,en_US
ssp_dashboard.general.services,Geplante Services,de_DE
ssp_dashboard.representatives.title,Service Representatives,en_US
ssp_dashboard.representatives.title,Mitarbeiter des Kundendienstes,de_DE
ssp_dashboard.general.no_data,There is no data yet,en_US
ssp_dashboard.general.no_data,Es gibt noch keine Daten,de_DE
ssp_dashboard.general.news,News & Events,en_US
ssp_dashboard.general.news,Nachrichten & Veranstaltungen,de_DE
dashboard.access.denied,Access denied.,en_US
dashboard.access.denied,Zugriff verweigert.,de_DE
customer.account.files,Files,en_US
customer.account.files,Dateien,de_DE
customer.account.no_files,There is no data yet,en_US
customer.account.no_files,Es existieren noch keine Daten,de_DE
customer.account.no_ssp_booked_services,You do not have booked services yet.,en_US
customer.account.no_ssp_booked_services,Sie haben noch keine gebuchten Services.,de_DE
customer.account.ssp_booked_services,Booked Services,en_US
customer.account.ssp_booked_services,Gebuchte Services,de_DE
customer.self_service_portal.service.list.product_name,Product Name,en_US
customer.self_service_portal.service.list.product_name,Produktname,de_DE
customer.self_service_portal.service.list.order_reference,Order Reference,en_US
customer.self_service_portal.service.list.order_reference,Bestellreferenz,de_DE
customer.self_service_portal.service.list.scheduled_at,Date and Time,en_US
customer.self_service_portal.service.list.scheduled_at,Datum und Uhrzeit,de_DE
customer.self_service_portal.service.list.status,Status,en_US
customer.self_service_portal.service.list.status,Status,de_DE
ssp_dashboard.general.booked_services,Booked Services,en_US
ssp_dashboard.general.booked_services,Gebuchte Services,de_DE
permission.name.ViewCompanySspServicePermissionPlugin,ViewCompanySspServicePermissionPlugin,en_US
permission.name.ViewCompanySspServicePermissionPlugin,ViewCompanySspServicePermissionPlugin,de_DE
permission.name.ViewBusinessUnitSspServicePermissionPlugin,ViewBusinessUnitSspServicePermissionPlugin,en_US
permission.name.ViewBusinessUnitSspServicePermissionPlugin,ViewBusinessUnitSspServicePermissionPlugin,de_DE

Append cms_block.csv:

cms_block.csv

>cms-sales_rep:default,sales_rep:default,Title and Content,@CmsBlock/template/title_and_content_block.twig,1,,,<div class='contact-list box box--dark' data-qa='component contact-list'><div class='block-title spacing-bottom' data-qa='component block-title'><div class='grid grid--middle'><h5 class='block-title__title spacing-right col'>Mitarbeiter des Kundendienstes</h5></div></div><div class='contact-list__representative'><div class='contact-list__representative-logo'><svg class='icon' data-qa='component icon' title='user'><use xlink:href='#:user'></use></svg><span class='contact-list__representative-image' style='background-image: url('');'></span></div><div class='contact-list__representative-info'><span class='contact-list__representative-name'>Alice Johnson</span><span class='contact-list__representative-data'><span class='contact-list__representative-data-col'><a href='mailto:[email protected]' class='contact-list__representative-mail'><svg class='icon contact-list__representative-icon' data-qa='component icon' title='mail'><use xlink:href='#:mail'></use></svg> [email protected]</a></span><span class='contact-list__representative-data-col'><a href='tel:+1 555-123-4567' class='contact-list__representative-phone'><svg class='icon contact-list__representative-icon' data-qa='component icon' title='phone'><use xlink:href='#:phone'></use></svg> +1 555-123-4567</a></span></span></div></div><div class='contact-list__representative'><div class='contact-list__representative-logo'><svg class='icon' data-qa='component icon' title='user'><use xlink:href='#:user'></use></svg><span class='contact-list__representative-image' style='background-image: url('');'></span></div><div class='contact-list__representative-info'><span class='contact-list__representative-name'>Michael Smith</span><span class='contact-list__representative-data'><span class='contact-list__representative-data-col'><a href='mailto:[email protected]' class='contact-list__representative-mail'><svg class='icon contact-list__representative-icon' data-qa='component icon' title='mail'><use xlink:href='#:mail'></use></svg> [email protected]</a></span><span class='contact-list__representative-data-col'><a href='tel:+1 555-987-6543' class='contact-list__representative-phone'><svg class='icon contact-list__representative-icon' data-qa='component icon' title='phone'><use xlink:href='#:phone'></use></svg> +1 555-987-6543</a></span></span></div></div></div>,<div class='contact-list box box--dark' data-qa='component contact-list'><div class='block-title spacing-bottom' data-qa='component block-title'><div class='grid grid--middle'><h5 class='block-title__title spacing-right col'>Service Representatives</h5></div></div><div class='contact-list__representative'><div class='contact-list__representative-logo'><svg class='icon' data-qa='component icon' title='user'><use xlink:href='#:user'></use></svg><span class='contact-list__representative-image' style='background-image: url('');'></span></div><div class='contact-list__representative-info'><span class='contact-list__representative-name'>Alice Johnson</span><span class='contact-list__representative-data'><span class='contact-list__representative-data-col'><a href='mailto:[email protected]' class='contact-list__representative-mail'><svg class='icon contact-list__representative-icon' data-qa='component icon' title='mail'><use xlink:href='#:mail'></use></svg> [email protected]</a></span><span class='contact-list__representative-data-col'><a href='tel:+1 555-123-4567' class='contact-list__representative-phone'><svg class='icon contact-list__representative-icon' data-qa='component icon' title='phone'><use xlink:href='#:phone'></use></svg> +1 555-123-4567</a></span></span></div></div><div class='contact-list__representative'><div class='contact-list__representative-logo'><svg class='icon' data-qa='component icon' title='user'><use xlink:href='#:user'></use></svg><span class='contact-list__representative-image' style='background-image: url('');'></span></div><div class='contact-list__representative-info'><span class='contact-list__representative-name'>Michael Smith</span><span class='contact-list__representative-data'><span class='contact-list__representative-data-col'><a href='mailto:[email protected]' class='contact-list__representative-mail'><svg class='icon contact-list__representative-icon' data-qa='component icon' title='mail'><use xlink:href='#:mail'></use></svg> [email protected]</a></span><span class='contact-list__representative-data-col'><a href='tel:+1 555-987-6543' class='contact-list__representative-phone'><svg class='icon contact-list__representative-icon' data-qa='component icon' title='phone'><use xlink:href='#:phone'></use></svg> +1 555-987-6543</a></span></span></div></div></div>,,,,
ssp-news-block-1,News Banner-1,Title and Content,@CmsBlock/template/title_and_content_block.twig,1,"<h5 class='spacing-x'>ssp_dashboard.general.news</h5>","<h5 class='spacing-x'>ssp_dashboard.general.news</h5>","<div class='grid grid--with-gutter'><div class='col col--with-gutter col--md-6 col--sm-12'></div><div class='col col--with-gutter col--md-6 col--sm-12'></div></div>","<div class='grid grid--with-gutter'><div class='col col--with-gutter col--md-6 col--sm-12'></div><div class='col col--with-gutter col--md-6 col--sm-12'></div></div>",,,,

Append cms_block_store.csv:

>ssp-news-block-1,DE
cms-sales_rep:default,DE

Append cms_slot.csv:

>ssp-news,ssp-news-block-1,"SSP News.",SprykerCmsSlotBlock,@SelfServicePortal/views/dashboard/dashboard.twig,1

Append cms_slot_block.csv:

>slt-mobile-header,blck-9,1,@ShopUi/templates/page-layout-main/page-layout-main.twig,,,,,,,
ssp-news,ssp-news-block-1,1,@SelfServicePortal/views/dashboard/dashboard.twig,,,,,,,

Append cms_slot_template.csv:

>SSP Dashboard,Dashboard Page.,@SelfServicePortal/views/dashboard/dashboard.twig

Append content_banner.csv:

>ssp-br-1,SSP Banner Name 1,SSP Banner Description 1, ,,, ,,,/assets/current/default/images/400x200.png,,,/en/demo-landing-page,,,ssp-banner-image,,
ssp-br-2,SSP Banner Name 2,SSP Banner Description 2, ,,, ,,,/assets/current/default/images/400x200.png,,,/en/demo-landing-page,,,ssp-banner-image,,

Append company_role_permission.csv

>Ottom_Admin,ViewBusinessUnitSspServicePermissionPlugin,
Spryker_Admin,ViewBusinessUnitSspServicePermissionPlugin,
test-company_Admin,ViewBusinessUnitSspServicePermissionPlugin,
trial-company_Admin,ViewBusinessUnitSspServicePermissionPlugin,
proof-company_Admin,ViewBusinessUnitSspServicePermissionPlugin,
BoB-Hotel-Jim_Admin,ViewBusinessUnitSspServicePermissionPlugin,
BoB-Hotel-Kudamm_Admin,ViewBusinessUnitSspServicePermissionPlugin,
BoB-Hotel-Mitte_Admin,ViewBusinessUnitSspServicePermissionPlugin,
BoB-Regular_Admin,ViewBusinessUnitSspServicePermissionPlugin,
test-company-2_Admin,ViewBusinessUnitSspServicePermissionPlugin,
Spryker_Buyer_With_Limit,ViewBusinessUnitSspServicePermissionPlugin,
Ottom_Admin,ViewCompanySspServicePermissionPlugin,
Spryker_Admin,ViewCompanySspServicePermissionPlugin,
test-company_Admin,ViewCompanySspServicePermissionPlugin,
trial-company_Admin,ViewCompanySspServicePermissionPlugin,
proof-company_Admin,ViewCompanySspServicePermissionPlugin,
BoB-Hotel-Jim_Admin,ViewCompanySspServicePermissionPlugin,
BoB-Hotel-Kudamm_Admin,ViewCompanySspServicePermissionPlugin,
BoB-Hotel-Mitte_Admin,ViewCompanySspServicePermissionPlugin,
BoB-Regular_Admin,ViewCompanySspServicePermissionPlugin,
test-company-2_Admin,ViewCompanySspServicePermissionPlugin,
Spryker_Buyer_With_Limit,ViewCompanySspServicePermissionPlugin,

Add twig template

Create a new CMS template to be used for dashboard content sourced from the CMS:

src/Pyz/Shared/CmsBlock/Theme/default/template/title_and_content_block.twig

{% block content %}
    <!-- CMS_BLOCK_PLACEHOLDER : "title" -->
    <!-- CMS_BLOCK_PLACEHOLDER : "content" -->

{% endblock %}

Import data

Import glossary and demo data:

console data:import glossary
console data:import cms-slot-template
console data:import content-banner
console data:import cms-block
console data:import cms-block-store
console data:import cms-slot
console data:import cms-slot-block
console data:import company-role-permission

Verification

Make sure the glossary keys have been added to spy_glossary_key and spy_glossary_translation tables.
Make sure that the imported data on CMS blocks, CMS slots, and content banners is present in the Back Office.

Set up behavior

PLUGIN	SPECIFICATION	NAMESPACE
ViewDashboardPermissionPlugin	Provides access to the dashboard page.	SprykerFeature\Yves\SelfServicePortal\Plugin\Permission
ViewCompanySspServicePermissionPlugin	Provides access to company services on the dashboard page.	SprykerFeature\Yves\SelfServicePortal\Plugin\Permission
ViewBusinessUnitSspServicePermissionPlugin	Provides access to company business unit services on the dashboard page.	SprykerFeature\Yves\SelfServicePortal\Plugin\Permission
CmsBlockCompanyBusinessUnitCmsBlockStorageReaderPlugin	Enables business unit-specific CMS blocks.	SprykerFeature\Client\SelfServicePortal\Plugin\CmsBlockStorage
SelfServicePortalPageRouteProviderPlugin	Provides Yves routes for the the SSP dashboard page.	SprykerFeature\Yves\SelfServicePortal\Plugin\Router
SspDashboardFilterControllerEventHandlerPlugin	Restricts access to dashboard pages for non-company users.	SprykerFeature\Yves\SelfServicePortal\Plugin\ShopApplication
SspServiceDashboardDataExpanderPlugin	Expands dashboard data with services.	SprykerFeature\Zed\SelfServicePortal\Communication\Plugin\SspDashboardManagement
SspInquiryDashboardDataExpanderPlugin	Expands dashboard data with inquiries.	SprykerFeature\Zed\SelfServicePortal\Communication\Plugin\SspDashboardManagement
SspFileDashboardDataExpanderPlugin	Expands dashboard data with file attachments.	SprykerFeature\Zed\SelfServicePortal\Communication\Plugin\SspDashboardManagement
SspAssetDashboardDataExpanderPlugin	Expands dashboard data with assets.	SprykerFeature\Zed\SelfServicePortal\Communication\Plugin\SspDashboardManagement

src/Pyz/Client/Permission/PermissionDependencyProvider.php

use Spryker\Client\Permission\PermissionDependencyProvider as SprykerPermissionDependencyProvider;
use SprykerFeature\Yves\SelfServicePortal\Plugin\Permission\ViewDashboardPermissionPlugin;
use SprykerFeature\Yves\SelfServicePortal\Plugin\Permission\ViewBusinessUnitSspServicePermissionPlugin;
use SprykerFeature\Yves\SelfServicePortal\Plugin\Permission\ViewCompanySspServicePermissionPlugin;

class PermissionDependencyProvider extends SprykerPermissionDependencyProvider
{
    protected function getPermissionPlugins(): array
    {
        return [
            new ViewDashboardPermissionPlugin(),
            new ViewBusinessUnitSspInquiryPermissionPlugin(),
            new ViewCompanySspInquiryPermissionPlugin(),
            new ViewCompanySspServicePermissionPlugin(),
            new ViewBusinessUnitSspServicePermissionPlugin(),
        ];
    }
}

src/Pyz/Yves/Router/RouterDependencyProvider.php

<?php

namespace Pyz\Yves\Router;

use Spryker\Yves\Router\RouterDependencyProvider as SprykerRouterDependencyProvider;
use SprykerFeature\Yves\SelfServicePortal\Plugin\Router\SelfServicePortalPageRouteProviderPlugin;

class RouterDependencyProvider extends SprykerRouterDependencyProvider
{
    /**
     * @return array<\Spryker\Yves\RouterExtension\Dependency\Plugin\RouteProviderPluginInterface>
     */
    protected function getRouteProvider(): array
    {
        return [
            new SelfServicePortalPageRouteProviderPlugin(),
        ];
    }
}

src/Pyz/Yves/ShopApplication/ShopApplicationDependencyProvider.php

<?php

namespace Pyz\Yves\ShopApplication;

use SprykerFeature\Yves\SelfServicePortal\Plugin\ShopApplication\SspDashboardFilterControllerEventHandlerPlugin;
use SprykerShop\Yves\ShopApplication\ShopApplicationDependencyProvider as SprykerShopApplicationDependencyProvider;

class ShopApplicationDependencyProvider extends SprykerShopApplicationDependencyProvider
{
    protected function getFilterControllerEventSubscriberPlugins(): array
    {
        return [
            new SspDashboardFilterControllerEventHandlerPlugin(),
        ];
    }
}

src/Pyz/Client/CmsBlockStorage/CmsBlockStorageDependencyProvider.php

<?php

namespace Pyz\Client\CmsBlockStorage;

use Spryker\Client\CmsBlockStorage\CmsBlockStorageDependencyProvider as SprykerCmsBlockStorageDependencyProvider;
use SprykerFeature\Client\SelfServicePortal\Plugin\CmsBlockStorage\CmsBlockCompanyBusinessUnitCmsBlockStorageReaderPlugin;

class CmsBlockStorageDependencyProvider extends SprykerCmsBlockStorageDependencyProvider
{
    /**
     * @return array<\Spryker\Client\CmsBlockStorageExtension\Dependency\Plugin\CmsBlockStorageReaderPluginInterface>
     */
    protected function getCmsBlockStorageReaderPlugins(): array
    {
        return [
            new CmsBlockCompanyBusinessUnitCmsBlockStorageReaderPlugin(),
        ];
    }
}

src/Pyz/Zed/SelfServicePortal/SelfServicePortalDependencyProvider.php

<?php

namespace Pyz\Zed\SelfServicePortal;

use SprykerFeature\Zed\SelfServicePortal\Communication\Plugin\SspDashboardManagement\SspAssetDashboardDataExpanderPlugin;
use SprykerFeature\Zed\SelfServicePortal\Communication\Plugin\SspDashboardManagement\SspFileDashboardDataExpanderPlugin;
use SprykerFeature\Zed\SelfServicePortal\Communication\Plugin\SspDashboardManagement\SspInquiryDashboardDataExpanderPlugin;
use SprykerFeature\Zed\SelfServicePortal\Communication\Plugin\SspDashboardManagement\SspServiceDashboardDataExpanderPlugin;
use SprykerFeature\Zed\SelfServicePortal\SelfServicePortalDependencyProvider as SprykerSelfServicePortalDependencyProvider;

class SelfServicePortalDependencyProvider extends SprykerSelfServicePortalDependencyProvider
{
    /**
     * @return array<int, \SprykerFeature\Zed\SelfServicePortal\Dependency\Plugin\DashboardDataExpanderPluginInterface>
     */
    protected function getDashboardDataExpanderPlugins(): array
    {
        return [
            new SspInquiryDashboardDataExpanderPlugin(),
            new SspFileDashboardDataExpanderPlugin(),
            new SspAssetDashboardDataExpanderPlugin(),
            new SspServiceDashboardDataExpanderPlugin(),
        ];
    }
}

Set up widgets

PLUGIN	SPECIFICATION	NAMESPACE
DashboardMenuItemWidget	Provides a menu item widget for the customer account side menu.	SprykerFeature\Yves\SelfServicePortal\Widget
SspFileListWidget	Displays a file attachment available to a company user on the dashboard page in the customer account.	SprykerFeature\Yves\SelfServicePortal\Widget
SspServiceListWidget	Displays services available to a company user on the dashboard page in the customer account.	SprykerFeature\Yves\SelfServicePortal\Widget

src/Pyz/Yves/ShopApplication/ShopApplicationDependencyProvider.php

<?php

namespace Pyz\Yves\ShopApplication;

use SprykerFeature\Yves\SelfServicePortal\Widget\DashboardMenuItemWidget;
use SprykerFeature\Yves\SelfServicePortal\Widget\SspFileListWidget;
use SprykerShop\Yves\ShopApplication\ShopApplicationDependencyProvider as SprykerShopApplicationDependencyProvider;

class ShopApplicationDependencyProvider extends SprykerShopApplicationDependencyProvider
{
    /**
     * @return array<string>
     */
    protected function getGlobalWidgets(): array
    {
        return [
            DashboardMenuItemWidget::class,
            SspFileListWidget::class,
            SspServiceListWidget::class,
        ];
    }
}

Verification

In the Back Office, go to Customers > Company Roles.
Click Add Company User Role.
Select a company.
Enter a name for the role.
In Unassigned Permissions, enable the View Dashboard permission.
Click Submit.
Go to Customers > Company Users.
Click Edit next to a user.
Assign the role you’ve just created to the user.

Verification

On the Storefront, log in with the company user you’ve assigned the role to. Make sure the Dashboard menu item is displayed.
Go to Customer Account > Dashboard. Make sure the page shows the following:

Correct company account information
Widgets for Assets, Inquiries, and Files

Log out and log in with a compnay user without the role you’ve created. Make sure the Dashboard menu item is not displayed, and you can’t access the Dashboard page.

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