Adding a dashboard

A default admin dashboard is created when you launch the system. Administrators can customize this dashboard. However, the default dashboard cannot be deleted.

Users that are not administrators initially see a read-only version of the default admin dashboard. Non-administrators can create dashboards that display distinctive information or are targeted to a specific type of user or to only themselves. To customize a dashboard, select who can view it, and select and customize portlets to display the most important information. The number of customized dashboards is not limited.

To create a dashboard:

  1. From the Add icon on the Dashboard controls, select New Dashboard.
  2. Complete fields in the Add a New Dashboard dialog box as follows:
    Dashboard Name
    When this dashboard name is displayed in the Dashboards drop-down list, the user name who created it is appended as part of the name. This convention gives everyone who can see the dashboard an indication of who created it.
    Who can view this Dashboard?
    Choose who can view this dashboard. To specify a User Group, the group must exist in the system and the user name used to create this dashboard must be a member of the group. You can only assign dashboards to groups to which you belong.
    Number of Columns
    Choose the number of columns to display in the dashboard. The default is 3.
    Clone from dashboard
    If you want the new dashboard to be a clone of the dashboard you were previously viewing, select the check box. Otherwise, you begin with a completely blank dashboard.
  3. Click Create.