Setting a Dashboard

You can set a dashboard on the global, site, role, or user level, or a combination of these system levels. If you set more than one dashboard, Brightspot builds a dashboard based on an order-of-precedence scheme.

You can select or create a shared dashboard, or you can create a one-off dashboard. Note that a shared dashboard is available for selection at the same level it was created or below. For example, if you create a shared dashboard at the global level, a user — with the appropriate permissions — can select the dashboard as a user (personal) dashboard.

Global Level

  1. From the Navigation Menu, select Admin > Sites & Settings.

  2. In the Sites & Settings widget, click Global. The Edit Global widget appears.

  3. Expand Dashboard.

    At the global level, all dashboard configuration options are available.

    ../../../_images/db-global.png

    Brightspot provides a system dashboard by default, which is what users get if they have no other dashboards set. You can modify the default settings for the Resources, Quick Start, and Upload widgets for the system dashboard, but you cannot modify the widget layout for the system dashboard.

    Alternatively, you can select or create a shared dashboard, or you can create a one-off dashboard.

  4. Click Save.

Site Level

  1. From the Navigation Menu, select Admin > Sites & Settings.

  2. In the Sites & Settings widget, click the site for which you want to define a dashboard. The Edit Site widget appears.

  3. Expand Dashboard.

    ../../../_images/db-site.png

    You can configure the Resources, Quick Start, and Upload widgets on the site dashboard. However, you cannot set the widget layout. Therefore, site users will get the layout of the dashboard at the highest level of precedence. For some site users, that might be a dashboard set on the role or user level. For other site users, it might be the global dashboard.

  4. Click Save.

Role Level

  1. From the Navigation Menu, select Admin > Users & Roles.

  2. Under Roles, select the role for which you want to define a dashboard. The Edit Tool Role widget appears.

  3. Click Dashboard.

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

    You can select or create a shared dashboard, or you can create a one-off dashboard. You can also configure the Quick Start widget.

  4. Click Save.

User Level

  1. From the Navigation Menu, select Admin > Users & Roles.

  2. Under Users, select the user for which you want to define a dashboard. The Edit Tool User widget appears. (Alternatively, open your own settings; see Viewing and Modifying Your Profile.)

  3. Click Dashboard.

    ../../../_images/db-user.png

    You can select or create a shared dashboard, or you can create a one-off dashboard. You can also configure the Quick Start widget.

  4. Click Save.