Dashboard Actions¶

Creating and Configuring a Dashboard¶

To set up a new dashboard, begin by creating a blank panel, then add widgets that suit your visualization needs.

Click Add Dashboard to open the dashboard creation form.

Dashboard form¶

Complete the form with the following properties:

Name: Name of the dashboard.
Set as Default: Each user has a default dashboard, displayed immediately after login.
Description: Add details about the dashboard, such as planned widgets or usage guidelines.
Layout: The column-based layout is the default, aligning widgets to a grid. The fixed position layout allows free widget placement without grid constraints.
Background Color: Customize the dashboard with a background color from a color palette.
Dashboard Users: By default, only the dashboard creator can view and edit it. Use the Dashboard Users list to add other users with editing permissions.
Dashboard Domains: To grant access to a group of users within a shared domain, add the domain to the Dashboard Domains list. This provides all users in that domain access to the dashboard.

Adding a User to the Dashboard¶

To add a user with viewing permissions, click the Add button, then select users from the list that appears:

Selected users will be able to view and interact with the dashboard widgets. To grant editing permissions, check the Edit permissions box.

Adding a Domain to the Dashboard¶

Permissions can also be granted by domain, allowing all users within that domain to access the dashboard. To add a domain, click the Add button and choose domains from the expanded list:

After selecting the desired domains, click Add Domains to confirm.

Permissions for domains include three levels:

None (default option): Only users within the domain can view and interact with dashboard widgets.
Only by Admins: Only domain users with administrator privileges can configure the dashboard.
All: All users within the domain have configuration permissions for the dashboard.

Deleting a Dashboard¶

To delete a dashboard, click the delete button. A confirmation prompt will appear before the dashboard is removed.