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Overview
Dashboards are distributed to Employees using Dashboard Groups.
Configured in Utilities>Dashboard Groups, each group defines the Widgets and Dashboards (Classic and Analytic) available to the employees assigned to the group. Dashboards created here are available to each employee assigned to the Dashboard Group via the Dashboards menu option within the Dashboard applet.
Key Concepts
| • | Employees are assigned a Dashboard Group which thereby governs what they can view and customize on their personal Dashboard. |
| • | Once the Dashboard Group has been given access to a specific set of Widgets, the group can be configured with predefined Dashboards (Classic and Analytic). These Dashboards are made available to users who are a part of the group. When such a user logs in they will see the "Default" Dashboard defined by the Dashboard Group. |
| • | When a user is viewing Widgets that are part of the "Default" Dashboard for a group, they cannot alter the specific settings of the Widget; they can only organize them on the Dashboard and choose whether or not to show them upon login. Alternatively, a user can customize/create other Dashboards by clicking Configure>Dashboards from the Toolbar on the Dashboard applet. This will allow them to configure and personalize their own Dashboards- using only the Widgets that are allowed to them by their respective Dashboard Group. |
Note: If there are queries or alerts that reveal sensitive information, make sure they are not allowed, except to specific Dashboard Groups.
Field Descriptions
Dashboard Groups Pane
| • | Dashboard Groups - This column contains the name of the Dashboard Groups. To create a Dashboard Groups, click "New". Once saved, the name will appear in this column. |
| • | Name - Name of the Dashboard Groups. Name can be edited here. |
| • | Description - Internal description that describes the Dashboard Group. |
Allowable Items Grid
The Allowable Items grids allow you to select the widgets available to the Dashboard Group. Not all of the items have to be displayed on a Dashboard. The following sections discuss the different Tabs within the Allowable Items grid.
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