Configure Dashboard

The Configure Dashboard helps the user to arrange the dashboard as required. The user has two options for configuring the dashboard –

  • Configure Dashlets
  • Configure KPIs

Follow the steps below to configure the dashlets.

  1. Click the Configure Dashboard button next to the Edit Dashboard button. You can see Configure Dashlets and Configure Dashboards.
  2. Once you click on the “Configure Dashlets”, this popup the Configure Dashlets window.
  3. In the “Access” tab, you can select the roles from the dropdown menu for each tab, keeping in consideration the titles are mentioned.

  4. In the “Default View” tab, select the required and appropriate checkboxes for the roles mentioned – Reader, Editor, Manager, and Administrator.
  5. Click on the “Save” button at the bottom of the popup window, to save the changes.