Dashboards
In this article
To add a dashboard, click + Add and select the corresponding option.
Enter a dashboard name and click Save.
All further work with the dashboard and its configuration takes place in the dashboard profile.
To delete or duplicate a dashboard, right-click its card and select the corresponding option.
Note
- When duplicating, pages, widgets, and indicators are preserved.
- A user can duplicate a dashboard only if they have edit access to the dashboard and create access within the workspace.
- The user who duplicates the dashboard receives edit access to the copy.
- Only users with edit access can delete a dashboard.
Dashboard Profile
When you open a dashboard, the home view appears. The dashboard opens in view mode.
In view mode, if the user has edit permissions for the dashboard, the navigation button to the following tabs becomes available:
- Access
- General
Clicking this button opens the General tab, where you can change the dashboard name.
In the Access tab, you can grant access to employees and departments. For more information, see Configuring Access to Dashboards.
- If a user has View access to the workspace where the dashboard is created, the dashboard is available in view-only mode. The user can apply filters.
- If a user has Edit access to the workspace, the dashboard is available in both view and edit modes. The user can:
- Apply filters
- Edit the dashboard
- Users can share URL links to dashboards with each other. Applied filters in the shared link are preserved for recipients. However, if recipients have added their own filters to the dashboard, those personal filters will be reset when they open the shared link.
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