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).

Applying shared dashboards at the global, site, role, and user levels
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, expand Admin, and 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, expand Admin, and 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, expand Admin, and 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, expand Admin, and 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, and then click Profile. The Profile widget appears.

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

    Table 3. Dashboard widgets at various levels
    Dashboard at the Global or site level
    Figure 6. Dashboard at the Global or site level


    Dashboard at the role or user level
    Figure 7. Dashboard at the role or user level




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

  3. Select the required dashboard.

  4. Click Save.

Creating a shared dashboard

The following procedure describes how to create a customized dashboard you can share with other editors. For an example of a customized dashboard, see the illustration Dashboard components.

Procedure. To create a shared dashboard:
  1. From the Navigation Menu, select Admin > Dashboards. The Dashboards widget appears in the left side of the page.

  2. In the Dashboards widget, select New Dashboard. The New Dashboard widget appears.

    New Dashboard widget
    Figure 8. New Dashboard widget


  3. In the Name field, enter a name for the dashboard. Brightspot uses this name for the dashboard's leftmost tab.

  4. Add columns of widgets by doing the following:

    1. Click Add Dashboard Column. A form appears.

    2. From the Widgets list, click |mi-add_circle_outline|, and select the widget you want to add to the column. (For an explanation of the available widgets, see Standard dashboard.) Repeat to add widgets.

    3. Reorder widgets in a column by dragging and dropping. You can also drag and drop widgets between different columns.

    4. Repeat steps a–c to add more columns to the dashboard.

    5. Resize the columns by dragging the resize button, or click |mi-view_column| to set all column widths to be equally sized.

    The widgets available for configuration depend on the dashboard's level: global, site, role, or user.

  5. Add tabs to the dashboard by doing the following:

    1. Toward the right of the widget, select |mi-more_horiz| > Tabs. A content edit form appears.

    2. Click |mi-add_circle_outline|. A form appears.

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

    4. Under Columns, add widgets to each column by following step 4.

    5. Repeat steps b–d to add more tabs.

  6. Click Save.

  7. Configure the widgets Resources and Quick Start if you added them to your dashboard.

Editing a shared dashboard
Procedure. To modify a shared dashboard:
  1. Navigate to the required dashboard widget; see Applying shared dashboards at the global, site, role, and user levels 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.