Dashboard Hierarchy

Understanding Dashboard Hierarchy

You can configure a dashboard for various levels, as illustrated in the following diagram:

../../../../_images/dashboard-hierarchy.png

Dashboard hierarchy

  • The global dashboard is the default dashboard that every editor on every site sees if no other dashboard is set.
  • A site dashboard is available to editors who are working on a particular site.
  • A role dashboard is available to editors associated with a certain role.
  • The user dashboard is available to an individual editor.

Configuring dashboards in a hierarchy promotes consistency among similar users, such as those in the same role or those working on the same site. As an example, suppose a publisher operates several sites, and the Brightspot administrator configured the following dashboards.

  • A global dashboard.
  • A dashboard for the site Thermostat Warriors.
  • A dashboard for the role Reporter.

Sam, an editor, configured his own dashboard.

../../../../_images/dashboard-hierarchy-examples.png

Referring to the previous illustration—

  • Sam uses his own dashboard, regardless of which role he is using or on which site he is working.
  • Other users associated with the Reporter role use the dashboard for the reporter role, regardless of which site they are working.
  • Other users associated with roles other than Reporter—
    • Use the dashboard for Thermostat Warriors when working on that site.
    • Use the global dashboard when working on any other site.

Precedence of Dashboard Settings

If the same dashboard setting is set on multiple dashboards, Brightspot uses the setting on the dashboard at the highest level of precedence. If a setting is not available on the dashboard of highest precedence, or if the option is available but is not set, Brightspot uses the setting at the next highest precedence is used.

The following table describes the setting logic that is applied when three dashboards are configured at the global, site, and user levels.

Setting Level Setting Used
Global Site User
Dashboard type and widget layout set n/a set user
Resources widget set set not set site
Quick Start widget
    New instances set set n/a site
    Existing set set set user
Upload widget set not set not set global

Referring to the previous table—

  • If a user does not have a customized dashboard, then the user sees the Resources widget configured at the site level.
  • If a user does not have a customized dashboard, and there is no customized dashboard at the site level, then the user sees the Upload widget configured at the global level.
  • Generally, Brightspot uses the dashboard type, widget layout, and existing instances settings first from the user dashboard (if available), then from the site level (if available), then from the global level.