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

Configure Dashlets and KPIs

Follow the steps below to configure the dashlets.

  1. Click the Configure Dashboard button displayed next to the Edit Dashboard button. This opens the Configure Dashlets popup window.
  2. In the Access tab, select the roles from the dropdown menu for each tab, keeping in consideration the Titles mentioned in the left side pane.

  3. In The Default View tab, select the required and appropriate checkboxes for the roles mentioned – Reader, Editor, Manager, and Administrator.
  4. Click the Save button displayed at the bottom of the popup window.