Dashboards supply at-a-glance views for important data using widgets, Dashboards can be customized and assigned based on user type, and which staff groups, staff users are assigned to. This allows a wide range of customization available depending on a user’s role in the company.
Top menu >> Setup >> Dashboards
From the Setup page click Dashboards.
How to setup a widget
On the dashboard setup page select the dashboard you would like to modify from the drop down menu on the top left, or click + Add a dashboard to create a custom dashboard for a Role or Staff group.
Clicking +Add a dashboard will have you select the role or staff group you want to create a dashboard for.
- Role or group: Select the existing Staff group or Role you want to create a dashboard for. Please note each role or group can only have one custom dashboard.
- Copy widgets from: Select if you want to copy widgets from an existing dashboard to the new one. Leave on blank to create an empty dashboard.
Click Add to create the dashboard. From the dashboard click Place a widget.
The existing widgets will show in the window that comes up, allowing you to add existing widgets to different dashboards easily.
If this is a new widget click + Add a widget.
In this example we will create a Process view link.
- Widget name: the widget will be added to your widget library allowing you to add the widget to other dashboards.
- Display text: this is the text that will show for the users on the widget.
- Process: select the process the widget is for.
- View: you have the choice to select the view you want the widget to direct to.
- Style: the widget can be displayed either as a link or button (screenshot further down).
Below are how the two-styles available appear as a widget.
Link Style will be a text link
Button Style has a large button that is coloured in.
Once a widget has been created and added to a dashboard, click on Edit to see how the widget is setup and to change it.
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