Brightspot CMS User Guide

Applying shared dashboards


Once a shared dashboard has been created, it can be applied to various levels of the hierarchy. 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).

  1. Do one of the following:

    To access the dashboard... Start by...
    At the global level
    1. Click menu> Admin > Sites & Settings > Sites > Global.
    2. Click search, located to the left of more_horiz, and type Dashboard.
    At the site level
    1. Click menu > Admin > Sites & Settings.
    2. Under Sites, click the site for which you want to apply a shared dashboard.
    3. Click search, located to the left of more_horiz, and type Dashboard.
    At the role level
    1. Click menu > Admin > Users & Roles.
    2. Under Roles, click the role for which you want to apply a shared dashboard.
    3. Toward the right of the widget, click more_horiz> Dashboard.
    At the user level
    1. Click menu > Admin > Users & Roles.
    2. Under Users, click the user for which you want to apply a shared dashboard.
    3. Under CMS, expand Dashboard.
    As your default dashboard
    1. In the header, click your username, and then click Profile.
    2. Under CMS, expand Dashboard.
    1. From the Dashboard or Default Dashboard list, select Shared.
    2. Select the desired shared dashboard.
    3. Click Save.

    See also:

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