Admin Refresh: How to Add a Dashboard

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This article is part of the series created to provide details on features available when using the Admin Refresh interface.

Important Note

Only System Admins will be able to access the following workflow as they are the only ones with permissions to create and edit dashboards.


Instructions 

Step Action
1. Beginning from the Admin Interface > Dashboard section, click the Manage Dashboard button.  A drop-down menu will open.
2. From the menu, select the Add Dashboard option.  A pop-up window will open.
3. From the pop-up, choose a dashboard layout by clicking its radio button or icon, then click the OK button.
Note: Each layout icon provides an example of the format.
4. The pop-up window will update to Manage Dashboard and present additional configuration options.
5. Configure the Dashboard Status.
  • Inactive = The dashboard will not be visible to assigned administrators.
  • Active = The dashboard will be visible to assigned administrators.
6. Enter the dashboard Name. 
7. Configure dashboard Access Rules.
8. Click the Save button to save and close.

 

 

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