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.