Dashboard Administration

Snapshot
Steps

Snapshot

About dashboard administration

As a ClearView administrator, you can assign pre-configured homepage dashboards to users on an individual basis. You can also share dashboards with users organization-wide, or using role-by-role criteria. Access to the Dashboards portion of administrative features is available through the Administration link on the user menu drop-down list.

Create dashboards within application Settings, through Manage Dashboards using the Create New Dashboard link.

For homepages, choose individuals or groups of people to receive the homepage from an easy-to-maneuver list of all available users. Users can be added or removed from the list as their homepage needs change, as well as when they join your organization in general. For assigned dashboards, choose what roles can access the dashboard, or assign it to your entire organization. As needed, add and remove roles and users from the list of those with whom the dashboard is assigned.

If a user is added to a role or to the organization after a dashboard is assigned, that user is automatically provided access to any dashboards previously assigned to their role and/or the entire organization.

Assigned dashboards cannot be edited by those users receiving the assignment. They have the ability to make a copy of the the dashboard, and alter it as desired, but the original configuration stays intact, unless adapted by the administrator that created the dashboard. Changes made by the administrator are immediately reflected on the assigned user’s dashboards after their next refresh.

The ability for users to copy dashboards and change homepages is determined by individual user privileges. If you prefer that users not be able to change their homepage as set by your organization, adjust user privileges accordingly.

Assigned dashboards are available to users from their Dashboards navigation menu drop-down list, as well as through their Manage Dashboards list within application Settings. Set a homepage dashboard for individual users, or varying group configurations of users, not limited by role. Select a single user, or groups of users from the same or different roles to access custom homepage dashboards - organized in whatever way best suits your objectives and their needs.

Any dashboards assigned as home pages to users can be, but does not have to be the same as your own personal home page.

In order to select a dashboard as a homepage for a user or group of users, it must first be shared with users through the Assign Dashboards feature.

If shared dashboards are no longer useful or applicable to assigned users, easily remove access to any dashboards of this nature. Deleting a shared dashboard also makes it unavailable at that point to any users with whom it was shared.

Configure dashboards that are helpful to users in varying roles, or across your organization. Arrange panels in a way that guides users through a series of actions, supporting their task effectiveness, productivity and daily routines.

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Steps

How to use dashboard administration

To assign or unassign dashboards

To assign or unassign home page dashboards

To assign or unassign dashboards:

1. From the drop-down user menu, click Administration . The Administration page is displayed.

2. Under Dashboards, click Assign Dashboards .

The Assign Dashboards page is displayed.

3. Under Assign Dashboards for, use the radio buttons to select either Role or Organization Wide as desired: If Organization was selected, the Role drop-down becomes hidden; skip ahead to step five.

4. If Role was selected, from the Choose Role drop-down menu , select the desired role.

5. Assign dashboards as desired: To assign dashboards to users, from the list of Available Dashboards, select dashboards by clicking the green plus Add icon

for the desired dashboard(s). Selected dashboards move into the Assigned Dashboards column. To remove dashboard assignments, from the Assigned Dashboards column, click the red minus Remove icon

. Removed dashboards move back into the Available Dashboards column.

Create dashboards within application Settings, through Manage Dashboards using the Create New Dashboard link.

You can only make adjustments to dashboard assignments for one role at a time. When choosing a role and making changes, be sure to Save your changes before switching the Choose Role drop-down menu to a different role, as any adjustments you made to the previous role will not be retained unless saved.

6. Click Save to save all changes or Cancel to return to the Administration page. If saved, a green status bar

appears to confirm that your assignments were successful. Click the Cancel link or the application Back button to return to the Administration screen.

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To assign or unassign home page dashboards:

1. From the drop-down user menu, click Administration .

2. Under Dashboards, click Set Home Pages

. The Set Home Pages page

is displayed.

3. From the Choose Dashboards drop-down menu , select a dashboard to assign to users as a home page.

Dashboards that have not been assigned to a role or organization-wide will appear in the Choose Dashboards drop-down menu, but will not allow for Assigned Users to be added to the homepage assignment. For dashboards to allow for users to be added to homepage assignments, they must first be assigned to a role or the entire organization using the Assign Dashboards feature.

Create dashboards within application Settings, through Manage Dashboards using the Create New Dashboard link.

4. Assign the home page as desired: To assign the home page to users, from the list of Available Users, click the green plus Add icon

for desired users. Selected users move into the Assigned Users column.

Dashboards that have been assigned to a particular role, (as opposed to organization-wide), will only display Available Users who are part of that role.

To remove users, from the Assigned Users column, click the red minus Remove icon

for desired users. Selected users move back into the Available Users column.

You can only make adjustments to home page assignments for one dashboard at a time. When choosing a dashboard and making changes, be sure to Save your changes before switching the Choose Dashboard drop-down menu to a different dashboard, as any adjustments you made to the previous dashboard will not be retained unless saved.

5. Click Save to save all changes or Cancel to return to the Administration screen. If saved, a green status bar

appears to confirm that your assignments were successful. Click the Cancel link or the application Back button to return to the Administration screen.

(Click image to enlarge)

Glossary terms:

administrative settings, dashboards, settings - application, Go to glossary ...

Administration Management: Administration Overview

Administration Management: User Administration

Dashboard Management: About Dashboards

Settings: Manage Dashboard Settings

Review other Dashboard Management articles

Review more Administration Management articles

Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization. If you have questions about your privilege settings, contact your administrator.

Dashboard Administration

Snapshot

About dashboard administration

Glossary terms:

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