Configure Dashboard

Content

How to Configure Dashboard?
Dashboard Settings
How to Clone the Dashboard?
How to Delete the Dashboard?
How to Configure New Dashboard?

How to Configure Dashboard?

To configure the new dashboard, click the Configure Dashboard from the user login as shown in the figure below and the Dashboard Setting page opens

Dashboard Settings

The Dashboard Settings page displays all the existing dashboards configured for the user. The administrator can Configure New Dashboard for the users, to provide the required access permissions. Additionally, the administrator or owner of the dashboard can update the configuration, Clone, and Delete Dashboards.

All the Dashboard users can also create, clone, and delete dashboards for their personal use, based on the configuration settings provided.

The Dashboard Settings page displays details of all the existing Dashboards for the logged-in user. The page displays the Dashboard Name, User Type, Role Type(s), User Level(s), User(s), Status, Created By, and Last Updated On. On this page, you can:

Search – This allows you to search for a specific dashboard name
Refresh – This allows you to refresh the dashboard settings screen
Configure New Dashboard – This allows the admin/owner to configure a new dashboard
Dashboard – This allows you to navigate back to the main dashboard screen
Three Dots – For each Dashboard, three dots allow you to perform the following action based on the configuration settings:
- Configure: Based on the user's permission, it allows you to edit or view the selected dashboard
- Clone: This allows you to create duplicate dashboards with similar configuration settings with limited access to customise the Dashboard
- Delete: Only the administrator and the designated dashboard owner have the authority to delete the dashboard. If the dashboard has been configured by the administrator, the end user can be restricted from deleting the dashboard
- View: This allows to view the configuration setting in read-only mode

How to Clone the Dashboard?

To clone the existing dashboard:

Select the three-dot icon from the dashboard (as shown in the figure above) and click Clone
A new cloned dashboard is created with all the existing dashboard configurations. The Dashboard Name is prefixed with 'Clone'
You can update the configuration of the existing dashboard as per your requirement

How to Delete the Dashboard?

To delete the existing dashboard:

Select the three-dot icon from the dashboard and click Delete
A confirmation message is displayed before you proceed to delete the selected dashboard
Click Yes to delete the selected dashboard

How to Configure New Dashboard?

To Configure New Dashboard from the Dashboard Settings screen, click Configure New Dashboard as shown in the figure below.

In the Configure New Dashboard page:

Provide the Name of the Dashboard
Choose all the appropriate options to define the access permissions associated with this dashboard
Click Save

Field Name	Description
Name of the Dashboard	Provide the Dashboard Name.
User Type	Select the User Type associated with the dashboard configuration.
Role Type(s)	Select the Role Type from the list. You can select more than one Role Type for the selected Dashboard.
User Level(s)	Based on the selected role, the User Level list will be fetched from masters. Select the User Level from the available list. You can select more than one User Level for the selected Dashboard.
User(s)	The users' list is available for selection based on the selected User Type and Role Type. Select the User(s) from the list. You can select 'All' users or more than one user for the selected dashboard. The Role Type(s), User Level(s), and User(s) details are fetched from Masters.
Status	To set the Status as Active/ Inactive for the dashboard.
Configure Permissions	To grant the show permissions for the Dashboard Sections, select the appropriate checkbox against the Dashboard Section. Clicking the Show checkbox at the header level will select/deselect all the Dashboard Sections. The Dashboard Sections can be rearranged using the six-dot icon. You can select the desired Dashboard Section and drag it to the preferred position within the layout.