Organizing dashboard tabs

Users now have the option of flexibly managing their dashboard tabs. The following actions are available directly in the user interface:

  • Add dashboard tabs:

    New dashboards can be easily added via the button.

  • Arrange my dashboards:

    Drag and drop to change the order of all tabs or remove them from the personal view if required. The drag-and-drop direction is from left to right. A text search function is also integrated.

    The following types of dashboards are available:

    Type

    Source/Function

    May be edited

    May be removed

    Copy created by the user

    This is a dashboard created by the user. It is always a copy of an existing dashboard with freely editable content and structure.

    yes

    yes

    Dashboard linked via user

    This is displayed as a reference and cannot be edited, but may be removed.

    no

    yes

    Dashboard linked via role

    This is automatically assigned to users who have a specific role. Likewise displayed as a reference and cannot be edited.

    no

    no

    All dashboards that were not explicitly created by the user appear as links (references) in the personal view and cannot be edited.

  • Delete all tabs and show default dashboards:

    This deletes all dashboards and keeps only the dashboards assigned via the role in the view. If no dashboard is assigned via a role, only the 'Home' dashboard remains.

  • Show dashboards of another user

    Administrators can view the dashboard of another user, for example to clarify support requests or to check the personal dashboard structure of a user. Select an account from a list via Show dashboard of another user. The dashboard is then displayed exactly as it is configured for this user. This view is purely informative; changes do not affect the user's dashboard.

  • Configure dashboard or create copies:

    • Under Configure dashboard you will find the two options Update automatically for all widgets and Widget caching.

    • Under Create , you can either create your own copy of any dashboard or add a copy in the user-defined dashboards in the dashboard management.