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Getting Started

Your entry point into the Magento backend: the dashboard, the interface, and the most important settings right after installation.

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Understanding the Dashboard

An overview of every metric, chart and widget the Magento dashboard shows you right after login.

After logging in you land on the Dashboard automatically. Think of it as your control room: a quick overview of your store's health without having to jump into individual sections first. The dashboard is made up of several independent widgets, some of which you can show/hide and reorder via drag and drop.

Order chart

In the top left, a line chart shows revenue and order count over a selectable time range. Use the tabs Last 24 Hours, Last 7 Days, Last 30 Days, Current Year and Custom Period to switch the time frame. "Custom Period" opens two date fields for a freely chosen from/to range. Click Go to actually refresh the chart – without that click, the selection has no effect, which trips up a lot of newcomers.

Bestsellers, most viewed and recently added customers

Next to the chart sit three stacked tabs:

  • Bestsellers: the top-selling products by quantity in the chosen period.
  • Most Viewed Products: which product pages got the most views – high traffic combined with low sales is often a sign of a pricing or description problem.
  • New Customers: the most recently registered accounts, with email address and sign-up date.

Stock widgets

Below the charts, Magento lists two separate tables: products whose stock has fallen below the configured reorder threshold ("Low Stock"), and products with zero stock. Both lists link straight to the respective product form, so you can trigger reorders without going through the full product grid first.

Customers widget

At the very bottom, Magento shows the customers with the most orders and the ones with the highest total spend (lifetime value) – a quick way to identify your most valuable repeat customers without pulling up a dedicated report.

Store view selector

In the very top right of the dashboard sits a dropdown for the store view every number is calculated for. If you run multiple languages or storefronts, deliberately switch between "All Store Views" (combined total) and individual store views here so you don't accidentally misread one market's numbers as another's.

Practical tip: the dashboard caches some of its data. If numbers look stale right after a fresh order, a simple page reload usually fixes it; for persistent discrepancies, check the indexers under System > Index Management (see the "Understanding Indexers" chapter).

Refreshing statistics

The "Bestsellers", "Most Viewed Products" and "New Customers" widgets don't pull from live data – they read from precomputed report tables. If Magento shows a notice above a widget saying the data isn't current, go to Reports > Statistics > Refresh Statistics: select the affected reports (e.g. Products Ordered, New Accounts) in the grid and choose Refresh Lifetime Statistics from the action dropdown. Normally the cron job refreshes this hourly on its own; if cron isn't running reliably, the dashboard numbers stay visibly stale.

Enabling and disabling the chart

The dashboard's line chart can be turned off globally. Under Stores > Configuration > Advanced > Admin > Dashboard, the Enable Charts field (Yes/No) controls whether a chart is rendered at all. On servers with a strict Content Security Policy or without access to the Google Charts library, disabling it can help avoid an empty area or an error message.

Collapsing and expanding widgets

Every dashboard widget has a small arrow in its top-right corner that lets you collapse or expand the panel's content without leaving the page. That's useful if you only care about one particular metric and want to keep the rest of the page more compact – the choice only applies to the current session and isn't saved permanently.

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Initial Setup After Installation

<div class="prose prose-hyva max-w-none"><p>The most important settings to configure right after a fresh Magento installation – from store name to base currency.</p><p>A fresh Magento installation works technically right away, but is still empty on the content side. These are the first things worth clarifying before you start adding products and categories:</p> <h3>1. General settings</h3> <p>Under <em>Stores &gt; Configuration &gt; General &gt; General</em>, group <strong>Country Options</strong>, set the default country and allowed countries. <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/1SchrittKapitel2country.png}}" alt="Country Options" /> In the <strong>Locale Options</strong> group, set the timezone and time format. Crucially: the <strong>base currency</strong> (group <strong>Currency Setup</strong>) can only be changed later with significant effort once orders exist, since every stored price is recorded in that currency – decide this for good before going live.</p> <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/1SchrittKapitel2locale.png}}" alt="Locale Options" /> <h3>2. Store information</h3> <p>Under <em>General &gt; Store Information</em>, maintain company name, address, phone number and VAT ID. These details automatically show up on every PDF document (invoice, shipment, credit memo) and are a legal requirement in the EU.</p> <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/1SchrittKapitel2sinformationen.png}}" alt="Shop-Informationen" /> <h3>3. Base URLs</h3> <p>Under <em>Web &gt; Base URLs</em> and <em>Base URLs (Secure)</em>, check that the correct domain including <code>https://</code> is set. A wrong base URL breaks links throughout the entire store and in outgoing emails. Under <em>Web &gt; Secure</em>, <strong>Use Secure URLs in Frontend/Admin</strong> should both be set to "Yes" once a valid SSL certificate is active.</p> <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/1SchrittKapitel2bseurl.png}}" alt="Base URLs Secure" /> <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/1SchrittKapitel2storesecure.png}}" alt="Base URLs" /> <h3>4. Tax classes</h3> <p>Under <em>Sales &gt; Tax</em> you define tax classes (e.g. "Taxable Goods"), tax rates (<em>Manage Tax Zones and Rates</em>), and tax rules that link the two together. For the German/EU market, rule sets for the reduced tax rate (7%) and, where applicable, digital products are particularly relevant here.</p> <h3>5. Transactional emails</h3> <p>Set the sender address and name for automatic system emails (order confirmation, password reset, etc.) under <em>Advanced &gt; System &gt; Mail Sending Settings</em>. An unsuitable or unverified sender address noticeably increases the chance of these emails landing in your customers' spam folders.</p> <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/1SchrittKpitel2emailversand.png}}" alt="Transaktions-E-Mails" /> <h3>6. Don't forget to clear the cache</h3> <p>After every configuration change, a cache flush (<em>System &gt; Cache Management</em>, see its own chapter) is required for the new values to actually reach the storefront – Magento caches configuration values by default.</p> <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/1SchrittKpitel2cache.png}}" alt="Cache leeren nicht vergessen. mironsoft.de" /> </div>
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Managing Your User Account

<div class="prose prose-hyva max-w-none"><p>How to secure your own admin user account, change your password, and create additional backend users.</p><p>You manage your own account via the user menu in the top right of the backend (your name) &gt; <em>My Account</em>. The form is split into two areas: <strong>Account Information</strong> (name, email, password) and <strong>Interface Locale</strong> (the language of the backend interface itself, independent of your store's store-view languages).</p> <h3>Changing your password</h3> <p>To change your password, click <strong>Change Password</strong> in the "Account Information" section, enter a new password and confirm it. Magento enforces a minimum length and a mix of letters and numbers/special characters <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/1SchrittKapitel3account.png}}" alt="Passwort ändern" /> – the exact password policy can be tightened under <em>Stores &gt; Configuration &gt; Advanced &gt; Admin &gt; Security</em> (e.g. raise the minimum length, enforce password expiration).</p> <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/1SchrittKapitel3security.png}}" alt="Passwort-Richtlinie" /> <h3>Two-factor authentication</h3> <p>Since Magento 2.4, two-factor authentication (2FA) is enabled by default and mandatory for every backend user. On first login after activation, Magento walks you through setup (e.g. via an authenticator app like Google Authenticator). The related configuration lives under <em>Stores &gt; Configuration &gt; Security &gt; 2FA</em>.</p> <h3>Managing additional backend users</h3> <p>Under <em>System &gt; Permissions &gt; All Users</em> you see every backend user with their status (active/locked) and assigned role. Once someone leaves the team, deactivate their account here immediately (set the <strong>This account is</strong> field to "Inactive") – deleting is also possible, but that also removes their attribution in change logs.</p> <h3>Creating new users</h3> <p>Use <strong>Add New User</strong> to create a new account: username, full name, email address, an initial password, and – crucially – the assigned <strong>Role</strong>. Only assign the role (see the "User Management and Permissions" chapter) that's actually needed for the specific task, instead of handing out admin rights by default.</p> <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/1SchrittKapitel3newuser.png}}" alt="Benutzer anlegen" /> <p><strong>Security note:</strong> every time you save something in the backend, Magento asks for your current password again (the "Your Password" field at the bottom of the respective form) – that's not a bug, it protects against someone making unnoticed changes on an unattended, logged-in computer.</p> <img loading="lazy" src="{{media url=wysiwyg/handbuch/1kapitel/1SchrittKapitel3security.png}}" alt="Security note" /> </div>
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