Configure Dashboard

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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.

Steps to Configure the Dashlets.

  1. Click the Configure Dashboard button next to the Edit Dashboard button. The user can see the dropdown menu, Configure Dashlets, and Configure KPIs.
  2. Click on the Configure Dashlets, and the Configure Dashlets window will pop 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, the user can select the roles from the dropdown menu under the Available for the column to assign dashlets to specific roles.


  5. Click the Remove button to initiate the removal process. A confirmation window will appear with the message: Are you sure that you want to remove the collection? Also, the user can only remove the newly added fields and not the pre-defined fields.


  6. Click Yes to confirm and remove the collection or click No to cancel the action and keep the collection.
  7. Click on the Add button, and a new entry will appear under the list of available dashlet as (collection Name). While adding a new dashlet, the user has to mention the Name and Description in the right-side fields.


  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 at the bottom of the popup window, to save the changes or click Cancel to discard your 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.

Steps to set up the Configure KPIs:

  1. Click the Configure Dashboard button. The user can see the dropdown menu, and from that, click on Configure KPIs. A new window will pop up.
  2. The Configure KPIs window will display two tabs on the left:
  3. Access: To select a Set of Dashlets available for each Role.
  4. Default View: To select the Default list of Dashlets for each Role.


  5. By default, Access is selected, 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.


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


  7. Click on the Save button at the bottom of the popup window, to save the changes or click Cancel to discard your changes.
  8. The selected tabs are displayed on the top right of the screen.