Create a New Dashboard

Owned by Former user (Deleted)
Last updated: Dec 19, 2024 by Rebecca David
4 min read

Create a Dashboard for a Folder

  1. Go to Configure > Modules > Matrix.

  1. Click on the finger on the target icon next to the Module you want to create the dashboard for.

  1. Click on the plus sign.

  1. Choose Dashboard from the drop down menu.

  1. Choose who you want to see the Dashboard by clicking on the 3 dots to bring up the address book.

  2. Click Save

  1. Click on the Folder which you just enabled the dashboard on.  In this example Correspondence.

You will have a blank dashboard

  1. Follow the steps in Configuring Dashboards.

Creating a Dashboard from the Dashboard Config

  1. To create a new dashboard, go to the Configure module then Dashboards. 

  2. In the bottom right hand corner on the blue ribbon click on Create Dashboard.

  1. From here you will be able to fill in the details to create the new dashboard 

  • Provide a dashboard name

  • Which group the dashboard belongs to

  • Pick a template for the dashboard

  • Mode

    • Create new folder - will allow you to create a new folder and link the dashboard to that menu item

    • Link to existing - will allow you to link the new dashboard to an existing menu item (as long as no other dashboard is linked to that menu item)

    • No Folder - will simply create the dashboard without linking it to any menu item. You can link this dashboard to a menu item at any time if required.

  • Folder path - where you'd like to dashboard to appear in the menu

  • Who can access this dashboard - allows you to configure who will be able to see the dashboard.

Ability to Duplicate / Retire / Edit a Dashboard

You can also dropdown the Actions menu and Retire, Duplicate and Edit Details for each line item

Admin-Controlled Homepages

  • Admins can create dashboards for specific roles, companies, or groups.

    • Dashboards can be assigned to the "Activities" menu for seamless access.

    • Permissions options:

      • Who does this Home Page apply to?: Which users the home page is applicable to

      • Dashboard Admins: Which users can edit and manage this dashboard in config.

  • Global and User homepage:

    • User-specific homepages are saved globally across all projects.

    • Admin-defined homepages are applied to roles or companies but can be overridden by users.

    • Users can reset their dashboards to the admin-defined system layout.

How to Create an Admin-Controlled Homepage

  1. To do this you can go to Configure > Dashboards

  1. Create a Home Page Dashboard type.

  1. Set access to who can access the homepage i.e. Who does this Home Page Apply to?

Global Homepage Management

  • Admins can view and manage only global dashboards. This is through Configure > Home Page.

  • Dashboards are tied to the "Activities" menu item and cannot be reassigned.

  • Admins can duplicate, retire custom home pages they have created.

  • Admins can only delete custom dashboards created through configure. They cannot delete any System level home pages.

  • The homepage hierarchy is:

    • User customised

    • Role/Group/Company specific dashboard (configured by Admin)

    • System level dashboards.