Dashboard

CONNECT > Configuration > Dashboard:

The Dashboard page allows an administrator to configure different dashboard layouts for specific user roles in the system, which can be viewed by users on the CONNECT Dashboard page.

It is necessary to configure at least one default dashboard layout or users will see an error message on the CONNECT Dashboard page.

  • To create a new Dashboard, click “New”.

  • Enter a name and a description for the dashboard.

  • Select a layout.

  • Check the “Is Default” box if this is the default dashboard for all users.

  • Select the User Roles that will have access to the dashboard.

  • Select the “Widgets” that will appear on the dashboard.

    Widgets are individual blocks of information/graphs that provide data.

  • Click “Save”.

  • The Dashboard can be viewed on the CONNECT Dashboard page.

It is possible to assign more than one Dashboard to a User Role. The default Dashboard will appear automatically, but a different Dashboard layout can be selected as shown in the image above.