Shared dashboards

A shared dashboard is available at the same level or lower in the dashboard hierarchy. For example, dashboards created at the site level are available at the site, role, and user levels. (For an explanation of dashboard hierarchy, see Dashboard hierarchy).

Using a shared dashboard

To use a shared dashboard:

  1. Do one of the following:

    To use a shared dashboard… Start by…
    At the global level
    1. From the Navigation Menu, click Sites & Settings.
    2. Under Sites, click Global. The Edit Global widget appears.
    3. Under Main, expand Dashboard.
    At the site level
    1. From the Navigation Menu, click Sites & Settings.
    2. Under Sites, click the site to which you want to assign a shared dashboard. The Edit Site widget appears.
    3. Under Main, expand Dashboard.
    At the role level
    1. From the Navigation menu, select Admin > Users & Roles.
    2. Under Roles, click the role to which you want to assign a shared dashboard. The Edit Tool Role widget appears.
    3. Toward the right of the widget, select more_horiz > Dashboard.
    At the user level
    1. From the Navigation menu, select Admin > Users & Roles.
    2. Under Users, click the user to which you want to assign a shared dashboard. The Edit Tool User widget appears.
    3. Toward the right of the widget, select more_horiz > Dashboard.
    As your default dashboard
    1. In the header, click your username, then click Profile. The profile panel appears.
    2. Toward the right of the widget, select more_horiz > Dashboard.
    Dashboard widgets at various levels
    ../../../../_images/db-global.png

    Dashboard at the Global or site level

    ../../../../_images/db-role.png

    Dashboard at the role or user level

  2. From the Dashboard or Default Dashboard list, select Shared. The Dashboard selection field appears.

  3. Select the required dashboard.

  4. Click Save.

See also:

Creating a shared dashboard

The following procedure describes how to create a customized dashboard you can share with other editors. For an example of a customized dashboard, see the illustration Dashboard components.

To create a shared dashboard:

  1. From the Navigation Menu, click Admin > Dashboards. The Dashboards widget appears in the left side of the page.

  2. In the Dashboards widget, click New Dashboard. The New Dashboard widget appears.

    ../../../../_images/new-dashboard-shared.svg

    New Dashboard widget

  3. In the Name field, enter a name for the dashboard. Brightspot uses this name for the dashboard’s leftmost tab.

  4. Add columns of widgets by doing the following:

    1. Click Add Dashboard Column. A form appears.
    2. From the Widgets list, click add_circle_outline, and select the widget you want to add to the column. (For an explanation of the available widgets, see Standard dashboard.) Repeat to add widgets.
    3. Reorder widgets in a column by dragging and dropping. You can also drag and drop widgets between different columns.
    4. Repeat steps a–c to add more columns to the dashboard.
    5. Resize the columns by dragging the resize button, or click view_column to set all column widths to be equally sized.

    The widgets available for configuration depend on the dashboard’s level: global, site, role, or user.

  5. Add tabs to the dashboard by doing the following:

    1. Toward the right of the widget, select more_horiz > Tabs. A content edit form appears.
    2. Click add_circle_outline. A form appears.
    3. In the Name field, enter a name for the tab.
    4. Under Columns, add widgets to each column by following step 4.
    5. Repeat steps b–d to add more tabs.
  6. Click Save.

  7. Configure the widgets Resources, Quick Start, and Upload if you added them to your dashboard.

See also:

Modifying a shared dashboard

To modify a shared dashboard:

  1. From the Navigation Menu, click Admin > Dashboards. The Dashboards widget appears in the left side of the page.
  2. In the Dashboards widget, click the dashboard you want to modify. (You can filter the dashboards using the filter field.) The Edit Dashboard widget appears, similar to the illustration New Dashboard widget.
  3. In the Name field, enter a name for the dashboard.
  4. Add columns of widgets by following step 4 in Creating a shared dashboard.
  5. Remove columns of widgets, or remove widgets from columns, by clicking remove.
  6. To modify the dashboard’s tabs, select more_horiz > Tabs.
  7. Click Save.

Archiving a dashboard

To archive a dashboard:

  1. From the Navigation Menu, click Admin > Dashboards. The Dashboards widget appears in the left side of the page.
  2. In the Dashboards widget, click the dashboard you want to archive. (You can filter the dashboards using the filter field.) The Edit Dashboard widget appears.
  3. At the bottom of the widget, click Archive. A confirmation message appears.
  4. Click OK.
  5. To restore the archived dashboard, click Restore.
  6. To permanently delete the archived dashboard, in the Editorial toolbar, click settings, and select Delete Permanently.

See also: