Create Dashboard

  1. Navigate to
    Home
    .
    • My First Dashboard
       will be visible by default on a new site. You can rename and edit this dashboard or create a new one.
  2. Click 
    Customize
    and then choose 
    Create Dashboard
    .
  3. Enter a name and choose the
    Area
     (if applicable) and/or
    User Group
     for whom the Dashboard should be visible, then click 
    Save
    .
    • User Groups and Areas define what information will be displayed and also who will be able to view the Dashboard.
      • When an Area is assigned, only web-access users who have Dashboard Permissions AND access to the specified area will be able to access that dashboard (according to their web access and area permissions)
      • When a dashboard is assigned to a User Group in addition to an Area, a user must ALSO be a member of that specified user group in order to access that dashboard.
    • See Manage Web Access for more.
  4. When the new Dashboard is created, there will be four placeholder Widgets, including the History Widget.