Dashboard Settings Dialog Box

Use this information to set up and customize your dashboards.

Design Tab

Field Description
Name Enter a name for the dashboard.
Enabled Select the check box to enable the dashboard.
Note: By default, a newly created dashboard is automatically enabled.
Menu Icon (Layout Settings) Select a dashboard icon.
Background Color (Layout Settings) Select a background color.
Design (Layout Settings) Select a design.
  • Free Mode
  • Lines
  • Grid
  • Fixed Grid
Free Mode Options Select an option. The following options are available only when you selecte Free Mode in the Design field.
  • Snap to Grid
  • Allow Widget Overlap
Grid Size Define the widgets' row and column sizes by moving the sliders. This option is available only when you select Grid in the Design field.

Access Tab

Use the Access tab to define user access to your dashboard.

Options/Field Description
Further Options This menu allows you to add or remove access types for a specific dashboard. The Add option opens the Add Access Rights Dialog Box.
Add by Initials Enter a user's initials and click Enter.
Note: This action will add your dashboard to the user's dashboard list.
Access Types Sub-Tab This sub-tab displays the users with whom you shared the specific dashboard (non-administrators). It contains the following columns:
  • Type: This column displays the groups that have access to the dashboard.
  • Value: This column displays the value that corresponds to the type that you selected.
Effective User Access Sub-Tab This sub-tab displays the users who are automatically granted read-write access to the dashboard (administrators). It contains the following columns:
  • Resource
  • Type

Add Access Rights Dialog Box

Field Description
Type Select an access type from the following options::
  • Team
  • Access Role
  • Resource
  • Type
  • Employee
Value Select from the available options, which depend on your selection in the Type field.