Working with Dashboards

Pages can be customized by title, number of columns, which widgets appear, and who has permission to view and/or change the page. You can create multiple Dashboards, and designate different visibility and sharing rights for each one.

Add a Dashboard

You can add a new dashboard in any application.

When you add a dashboard, you can determine the Users, Teams and Roles who have viewing rights.

You can create any number of dashboards, and designate different visibility and sharing rights for each one.

To Add a Dashboard:

1. Navigate to the application Dashboard of interest
2. Click Wrench Icon > New Page
3. Specify information under the Basic Information section:

   Page Title

   The title of the page

   Page Layout

   Determine the number of columns. Choose one, two or three column layout

4. Specify the Visibility settings
5. Click [Save]

Edit a Dashboard

The Dashboard can be easily customized to:

• Change the Number of Columns
• Add or Delete Widgets
• Move or Minimize Widgets

To edit a dashboard:

1. Select the dashboard in the sidebar
2. Click the down arrow next to the dashboard in the sidebar
3. Click Edit
   • Enter a Page Title
   • Choose Layout (number of columns)
   • Specify the Visibility settings
4. Click [Save]

Remove a Dashboard

1. Select the dashboard in the sidebar
2. Click the down arrow next to the dashboard in the sidebar
3. Click Remove.
   A confirmation dialog appears.
4. Click [OK]

Important: Once a dashboard is deleted, it cannot be recovered.

Make this My Default Page

Choose the page you want to open by default:

1. Navigate to the desired page from the Pages drop-down list.
2. Click the Wrench Icon and select Make this My Default Dashboard