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 for which you want to create 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 for which you want to create a shared dashboard. The Edit Tool Role widget appears.
    3. Click the Dashboard tab.
    At the user level
    1. From the Navigation menu, select Admin > Users & Roles.
    2. Under Users, click the user for which you want to create a shared dashboard. The Edit Tool User widget appears.
    3. Click the Dashboard tab.
    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. Navigate to the required dashboard widget; see step 1 in Using a shared dashboard for examples.

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

  3. Click search. A content picker appears.

    ../../../../_images/dashboard-content-picker.png
  4. Click New Dashboard. A New Dashboard widget appears.

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

    New Dashboard widget

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

  6. 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.

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

    1. Under Tabs, click add_circle_outline. A form appears.
    2. In the Name field, enter a name for the tab.
    3. Under Columns, add widgets to each column by following step 6.
    4. Repeat steps a–c to add more tabs.
  8. Click Save.

  9. At the top of the Dashboard Edit Page, click Back Select Default Dashboard → Dashboard to return to the content picker.

  10. Select the dashboard you just created. You return to the Dashboard widget with the new dashboard selected.

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

Modifying a shared dashboard

To modify a shared dashboard:

  1. Navigate to the required dashboard widget; see Using a shared dashboard for examples.
  2. Click edit. A 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 6 in Creating a shared dashboard.
  5. Remove columns of widgets, or remove widgets from columns, by clicking remove.
  6. Under Tabs, add or delete tabs, and adjust the columns and widgets as necessary.
  7. Click Save.
  8. At the top of the Dashboard Edit Page, click Back. You return to the Dashboard widget with the new dashboard selected.
  9. Configure the following widgets if you included them in your dashboard: Resources, Quick Start, and Upload.
  10. Click Save.

Archiving a dashboard

To archive a dashboard, follow the procedure in Archiving content.

See also: