Dashboard Configuration

Important

Access Requirements: Only users with the 🔑DashboardWriteOwn or 🔑DashboardWritePublic permission can see and access the Dashboard Configuration menu item. These permissions allow you to add, edit, reorder, show, and hide private or public dashboards.

Dashboard Configuration provides centralized management of your personal and organization-wide dashboards. Access it through the Dashboard Configuration user menu item.

Overview

The Dashboard Configuration page has two tabs:

Tab	Required Permission	Purpose
Private Dashboards	🔑DashboardWriteOwn	Manage your personal dashboards visible only to you
Public Dashboards	🔑DashboardWritePublic	Manage shared dashboards visible to users with specific permissions

Private dashboards configuration

The tab Private dashboards allows you to add or edit your private dashboards, and reorder all dashboards visible to you.

HowTo: add private dashboard

1. Select Add New Dashboard button

2. Select one of the available templates to add (see Available dashboard templates).

3. The Create new private dashboard dialog is opened.

4. Enter the mandatory title and the optional description for the private dashboard.

5. Create your private dashboard by selecting Create dashboard.

6. Configure your private dashboard (see: Dashboard).

7. Back on the dashboards list, you see that a new private dashboard has been added.

To set multi languages for the dashboard title, see at Portal Multi Language:

Available dashboard templates

Default Template, Two Task list dashboard template and Accessiblity dashboard template. Please see the image below for more details.

Hint

The list of private dashboards shows only the private dashboards that have been created by you.

HowTo: import private dashboards

Note

Requires 🔑DashboardImportOwn permission.

1. Select Add new Dashboard button.

2. Select Import.

3. The Import Private Dashboard dialog is opened.

4. Drag and drop, or click on the Upload one here link to select the JSON file containing the dashboard you want to import.

5. Edit the mandatory title and the optional description for the private dashboard.

6. Import the dashboard by selecting Create Dashboard button.

7. Configuration your private dashboard (see: Dashboard).

8. Back on the dashboard list, you see that a new private dashboard has been added.

HowTo: edit private dashboards

The Edit private dashboard section shows your private dashboards in a table with the following columns:

• Dashboard title: The name of the dashboard

• Dashboard description: Optional description text

• Actions: Available operations for each dashboard

Available Actions:

Click on to open the Actions menu with these options:

• Edit: Modify dashboard name and description

• Configuration: Configure dashboard widgets (see: Dashboards)

• Export: Download dashboard as JSON file (requires 🔑DashboardExportOwn permission)

• Delete: Remove the private dashboard

HowTo: reorder private dashboards

You can rearrange dashboards by dragging and dropping icon.

Note

• Once created, your personal sort order is retained.

• Once you have created a personal sort order, you can rearrange the order, but you cannot delete your personal sort order.

Hint

If you create new dashboards, they are automatically added to the end of your personal sort order.

Public dashboards configuration

The tab Public dashboards allows you to add, edit, and reorder public dashboards.

HowTo: add public dashboard

1. Select Add New Dashboard button.

2. Select one of the available templates to add (see Available dashboard templates).

3. The Create new public dashboard dialog is opened.

4. Enter the mandatory title, permissions to see the public dashboard and the optional description for the public dashboard. If the Top Menu Item checkbox is checked, the dashboard appears as a top-level item in the navigation bar. If unchecked, it appears as a sub-item under Dashboard menu item.

5. Create the public dashboard by selecting Create dashboard.

6. Configuration public dashboard (see: Dashboard).

7. Go back to the dashboards list to see that a new public dashboard has been added.

To set multi languages for the dashboard title, see at Portal Multi Language:

Available dashboard templates

Default Template, Two Task list dashboard template and Accessiblity dashboard template.

Hint

Depending on dashboard roles, you might see other public dashboards in the dashboards list.

HowTo: import public dashboard

Note

Requires 🔑DashboardImportPublic permission.

1. Select Add New Dashboard button.

2. Select Import.

3. The Import Public Dashboard dialog is opened.

4. Drag and drop, or click on the Upload one here link to select the JSON file containing the dashboard you want to import.

5. Edit the mandatory title, permissions to see the public dashboard and the optional description for the public dashboard. If the Top Menu Item checkbox is checked, the dashboard appears as a top-level item in the navigation bar. If unchecked, it appears as a sub-item under Dashboard menu item.

6. Import the dashboard by selecting Create Dashboard button.

7. Configuration public dashboard (see: Dashboard).

8. Go back to the dashboard list to see that a new public dashboard has been added.

HowTo: edit public dashboards

The Edit public dashboards section shows you the public dashboards in a table with the following columns:

• Dashboard title: The name of the dashboard

• Dashboard permissions: Roles/permissions that can access the dashboard

• Dashboard description: Optional description text

• Display as top menu or not: Whether it appears in the top navigation bar

Available Actions:

Click on to open the Actions menu with these options:

• Edit: Modify dashboard name, permissions, and description

• Configuration: Configure dashboard widgets (see: Dashboards)

• Export: Download dashboard as JSON file (requires 🔑DashboardExportPublic permission)

• Share: Generate a shareable link to the dashboard (requires 🔑ShareDashboardLink permission)

• Delete: Remove the public dashboard

HowTo: share public dashboards

Note

Requires 🔑ShareDashboardLink permission.

To generate a public dashboard link, simply click on the Share in the Actions menu of the dashboard.

Tip

To share the dashboard without the menu frame, add the parameter openWithoutMenu=true to the URL. However, please be aware that this option is only for embedding purposes.

HowTo: reorder public dashboards

You can rearrange dashboards by dragging and dropping icon.

Permission Reference

Different dashboard actions require specific permissions:

Action	Required Permission
Import private dashboard	🔑DashboardImportOwn
Export private dashboard	🔑DashboardExportOwn
Import public dashboard	🔑DashboardImportPublic
Export public dashboard	🔑DashboardExportPublic
Share public dashboard link	🔑ShareDashboardLink