Shared Dashboards

A shared dashboard is available for use by all Brightspot users at or lower in the dashboard’s system level. (For an explanation of dashboard availability, see Order of Precedence). Dashboards can be created by any user who has the required dashboard permission.

Selecting a Shared Dashboard

You can create a new shared dashboard, or you can select an existing one to use or modify.

  1. At the applicable system level, navigate to the Dashboard widget.

    • At the Global and site levels, the Dashboard widget is under Main.
    • At the role and user levels, the Dashboard widget is under its own tab.
    Dashboard Widgets at Various System Levels
    ../../../_images/db-global.png ../../../_images/db-role.png
    Dashboard at Global or site level Dashboard at role or user level
  2. From the Dashboard or Default Dashboard drop-down list, select Shared.

    The Dashboard selection field appears.

  3. Select the required dashboard.

  4. Click Save.

See also:

Creating a Shared Dashboard

  1. Navigate to the required dashboard widget; see Dashboard Widgets at Various System Levels for examples.

  2. From the Dashboard or Default Dashboard drop-down 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.png

    New Dashboard Widget

  5. In the Name field, enter a name for the dashboard.

  6. Add as many columns as you need by clicking Add Dashboard Column. By default, columns are sized equally. For example, two columns are sized at 50%, and three columns at 33%. To resize the columns, use the resize bar, where each color on the bar represents a 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.
  7. Make settings for the following fields: Resources, Quick Start, and Upload.

    Note

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

  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.

Editing a Shared Dashboard

  1. Navigate to the required dashboard widget; see Dashboard Widgets at Various System Levels 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 as many columns as you need by clicking Add Dashboard Column. By default, columns are sized equally. For example, two columns are sized at 50%, and three columns at 33%. To resize the columns, use the resize bar, where each color on the bar represents a 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 or tabs. 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.
  5. Make settings for the following fields: Resources, Quick Start, and Upload.

    Note

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

  6. Click Save.

  7. At the top of the Dashboard Edit Page, click Back. You return to the dashboard widget with the new dashboard selected.

See also:

Archiving a Dashboard

  1. Navigate to the required dashboard widget; see Dashboard Widgets at Various System Levels for examples.

  2. From the Dashboard or Default Dashboard drop-down list, select Shared.

    The Dashboard selection field appears.

  3. Select the dashboard you want to archive.

  4. Click edit. A Dashboard widget appears, similar to the illustration New Dashboard Widget.

  5. Click settings, and select Archive.

  6. In the confirmation prompt, click OK.