Dashboard Scoping

A dashboard can be set on one or more of the following system levels, ranging from global to user:

  • The global dashboard, which is the dashboard that every user on every site sees by default if no other dashboard is set. Global dashboards allow for full customization using different dashboard types and flexible layouts, as well as setting content defaults for the Resources, Common Content, and Bulk Upload widgets.
  • The site dashboard, which is the dashboard that only users of a specific site see. Note that the site dashboard has limited scope and allows only the setting of defaults within the Resources, Common Content, and Bulk Upload widgets per site. Site specific dashboard types and layouts are not supported, but the widget contents can be controlled.
  • The role dashboard, which is the dashboard that only users in a certain role see. Role dashboards allow for full customization using different dashboard types and flexible layouts, as well as setting content defaults for the Resources, Common Content, and Bulk Upload widgets.
  • The user dashboard, which is a dashboard that only the account user sees. Role dashboards allow for full customization using different dashboard types and flexible layouts, as well as setting content defaults for the Resources, Common Content, and Bulk Upload widgets.

Dashboard Configuration Options

The system level of the dashboard determines which dashboard configuration options are available. All of the following options are available at the global level:

  • Dashboard Type – the type of dashboard, either shared (available to all users) or one off (usable only until removed for another dashboard). To configure, see Shared Dashboards or One-off Dashboards.
  • Layout – the selection of widgets and their arrangement on the dashboard.
  • Resources – the configuration of the Resources widget.
  • Common Content – the configuration of the Common Content widget. You can set the content types for which to create new instances, and you can set existing instances of content types to access from this widget.
  • Bulk Upload – the configuration of the Bulk Upload widget.

As the following table shows, not all of the configuration options are available at the site and user levels.

Dashboard Configuration Option System Scope
  Global Site Role User
Dashboard type and widget layout x - x x
Resources widget x x x x
Common Content widget:
New instances
Existing instances

x
x

x
x

x
x

-
x
Bulk Upload widget x x x x

Order of Precedence

If a dashboard is set on more than one system level, then Brightspot builds a dashboard based on the following order-of-precedence scheme:

Lowest ————–> Highest
Global     Site     Role     User

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

The following table shows the system logic that is applied when three dashboards are configured at the global, site, and user levels. The system uses the dashboard type, widget layout, and existing instances settings from the user dashboard because it takes precedence over the site and global dashboards.

Dashboard Configuration Option Settings Setting Used
  Global Site User  
Dashboard type and widget layout set n/a set user
Resources widget set set not set site
Common Content widget:
New instances
Existing instances


set
set


set
set


n/a
set


site
user
Bulk Upload widget set not set not set global