One-off Dashboards

A one-off dashboard is only available for use or modification when it is the currently selected dashboard. Unlike a shared dashboard, a one-off dashboard cannot be used by other users, roles, or sites at the same level where the dashboard is created. If you replace a one-off dashboard with another dashboard, the replaced dashboard is permanently deleted by the system.

The following procedure describes how to create a customized one-off dashboard. For an example of a customized dashboard, see the illustration Dashboard components.

To create a one-off dashboard:

  1. Do one of the following:

    To create a one-off 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 one-off dashboard. The Edit Site widget appears.
    3. Under Main, expand Dashboard.
    At the role level
    1. From the Navigation Menu, click Users & Roles.
    2. Under Roles, click the role for which you want to create a one-off dashboard. The Edit Tool Role widget appears.
    3. Click the Dashboard tab.
    At the user level
    1. From the Navigation Menu, click Users & Roles.
    2. Under Users, click the user for which you want to create a one-off dashboard. The Edit Tool User widget appears.
    3. Click the Dashboard tab.
  2. From the Dashboard or Default Dashboard drop-down list, select One Off. A Dashboard widget appears.

    ../../../_images/new-dashboard-one-off.png
  3. In the Name field, enter a name for the dashboard. Brightspot uses this name for the dashboard’s leftmost tab.

  4. Add as many columns as you need by clicking Add Dashboard Column.

    • For each column, click the name of the widgets to reside in the column. Reorder widgets in a column by dragging and dropping. You can also drag and drop widgets between different columns.
    • You can add the same widget to your dashboard in multiple columns. For example, with two Recent Activity widgets on your dashboard, you could leave one filtered to display just your activity, and the other could show all activity on the site.
    • Resize the columns by dragging the resize button, or click view_column to set all column widths equal.
  5. 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 steps 6–7.
    4. Repeat steps a–c to add more tabs.
  6. Click Save.

  7. Configure the following widgets if you included them in your dashboard: Resources, Quick Start, and Upload.

    Note

    The widgets available for configuration are dependent on the dashboard system level: global, site, role, or user.

  8. Click Save.

See also: