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Personal dashboards

1,093 bytes added, 15:56, 14 October 2021

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=Configuration - Essentials=

~~First,~~ ===Enabling Personal Dashboards====== ===To enable Personal Dashboards in , open [[Global Settings]], under the [[Configuration Menu]] (you will need to have [[System Administrator]] permissions enabled on your account). ~~There~~ There are two ways ~~to achieve~~ to enable thisfeature.

1. System Feature Summary

2. System Feature Permissions

Once this has been enabled for your desired role, the option "Personal Dashboards" should be visible in the user menu at the top right corner of your screen.

This will take you to your Dashboards.

===Creating Personal Dashboards===

=== ===

To create a new dashboard, select the New button, and then Dashboard from the dropdown.

You will then see our card has loaded in the appropriate position. As we mentioned earlier, the layout can be changed to your satisfaction. To change the layout, simply select the “Edit Layout” button and select your new layout, then press Save. You will see your layout changes reflected in your dashboard. ===Sharing Personal Dashboards====== ===One of the amazing features of dashboards is the ability to share with particular users, or groups of users. To share our dashboard, simply press the “Share Dashboard” button at the top. We can then add recipients individually using the “Select Users” lookup, or we can share the dashboard with all users in a particular role by selecting the role in the “Select Role” field. Press “Save” to share your dashboard with your selected users or roles.

=Configuration - Advanced=

===Personal Dashboards vs Portal Dashboards===

=== ===

=Appendix=

==Options and Settings==

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Professional Services

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Sharon Courtney

Smartstaff

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