Configure Dashboard

The Configure Dashboard helps the user to arrange the dashboard as required.

This includes two dashboards:

  • Configure Dashlets
  • Configure KPIs

Configure Dashlets

The Configure Dashlets allows administrators to manage the availability and visibility of dashlets on the dashboard for different user roles. Dashlets are individual components that display specific data or functionality, such as documents, users, or key metrics, making the dashboard customizable and role-specific.

Follow the steps below to Configure the Dashlets:

  1. Click the Configure Dashboard button next to the Edit Dashboard button. The dropdown menu displays the Configure Dashlets, and Configure KPIs options.
  2. Select the Configure Dashlets option, and the Configure Dashlets window will po up.
  3. The Configure Dashlets window will display two tabs on the left:
    • Access: To select a Set of Dashlets available for each Role
    • Default View: To select the Default list of Dashlets for each Role.

  4. In the Access tab, select the roles from the dropdown menu under the Available for the column to assign dashlets to specific roles.

  5. Click on the Add button, and a new entry will appear under the list of available dashlets as (collection Name). While adding a new dashlet, the user has to mention the Name and Description in the right-side fields.

  6. Click the Remove button to initiate the removal process. Users can only remove the newly added fields and not the pre-defined fields.

  7. Click Yes to confirm and remove the collection, or click No to cancel the action and keep the collection.
  8. Switch to the Default View tab, and select the required and appropriate checkboxes for the roles mentioned – Reader, Editor, Manager, and Administrator.
  9. Click on the Save button to save the changes or click Cancel to discard the changes.

Configure KPIs

The Configure KPIs allow administrators to manage the key performance indicators (KPIs) displayed on the user dashboard. It enables role-based customization of KPI metrics, ensuring that users see the most relevant data based on their responsibilities.

Follow the steps below to set up the Configure KPIs:

  1. Click the Configure Dashboard button and select the Configure KPIs option.
  2. The Configure KPIs window will display two tabs on the left:
    • Access: To select a Set of Dashlets available for each Role.
    • Default View: To select the Default list of Dashlets for each Role.

  3. On the Access tab, expand the KPI Dashboard fields using the arrow and select the roles from the dropdown menu under the Available for the column to assign dashlets to specific roles.

  4. Switch to the Default View tab, and select the required and appropriate checkboxes for the roles mentioned – Reader, Editor, Manager, and Administrator.

  5. Click on the Save button to save the changes or click Cancel to discard the changes.
  6. The selected tabs are displayed on the top right of the screen.