Support and Documentation

Shared dashboards

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).

Using a shared dashboard
Procedure. To use a shared dashboard:
  1. Do one of the following:

    To use a shared dashboard…

    Start by…

    At the global level

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

    2. In the Sites widget, select Global. The Edit Global widget appears.

    3. Under Main, expand Dashboard.

    At the site level

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

    2. Under Sites, click the site for which you want to create a shared dashboard. The Edit Site widget appears.

    3. Under Main, expand Dashboard.

    At the role level

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

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

    3. Toward the right of the widget, select |mi-more_horiz| > Dashboard.

    At the user level

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

    2. Under Users, click the user for which you want to create a shared dashboard. The Edit Tool User widget appears.

    3. Toward the right of the widget, select |mi-more_horiz| > Dashboard.

    As your default dashboard

    1. In the header, click your username. The Profile widget appears.

    2. Toward the right of the widget, select |mi-more_horiz| > Dashboard.

    Table 1. Dashboard widgets at various levels
    Dashboard at the Global or site level
    Figure 5. Dashboard at the Global or site level


    Dashboard at the role or user level
    Figure 6. Dashboard at the role or user level




  2. From the Dashboard or Default Dashboard list, select Shared. The Dashboard selection field appears.

  3. Select the required dashboard.

  4. Click Save.

Creating a shared dashboard
Editing a shared dashboard
Procedure. To modify a shared dashboard:
  1. Navigate to the required dashboard widget; see Using a shared dashboard for examples.

  2. Click |mi-edit|. A Dashboard widget appears.

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

  4. Add columns of widgets by following step 6 in Creating a shared dashboard.

  5. Remove columns of widgets, or remove widgets from columns, by clicking |mi-remove|.

  6. Under Tabs, add or delete tabs, and adjust the columns and widgets as necessary.

  7. Click Save.

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

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

  10. Click Save.

Archiving a shared dashboard

To archive a dashboard, follow the procedure in Archiving content.