Dashboards
In this article
To add a new dashboard, click + Add → Dashboard.
Enter the name of the dashboard and click Save.
Further work with the dashboard and its configuration occur in the dashboard profile.
To delete or duplicate a dashboard, right-click on its card and select the corresponding option.
Note
- When a dashboard is duplicated, its views, components and indicators are duplicated as well
- A dashboard can be duplicated by the user with access to Edit and Create dashboards in the workspace
- The user that has duplicated the dashboards, receives access to edit the copy of the dashboard
- A dashboard can be deleted only by the user with Edit access
Dashboard Profile
When entering a dashboard, the user opens the home view. The dashboard opens in Browse Mode.
In Browse mode, if user has access to edit the dashboard, a button to open the following tabs is available:
- Access
- General
Clicking this button opens the General tab, where the dashboard name can be modified.
In the Access tab, user can add access for employees and departments. More information is provided on the Dashboard Access Settings page.
- If the user has Read access in the workspace where the dashboard is created, they can only access it in Browse mode. The user can set filters in it.
- If the user has Write access in the workspace, then the dashboard is available in view and edit mode. The user can:
- Set filters
- Edit the dashboard
- Users can share dashboard URLs with each other, and applied filters will be preserved for recipients. If recipient added their own filters to the dashboards, these user filters will be reset when the shared link is opened.
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