As a Community Owner, you have a configurable dashboard where you can add, remove, and rearrange widgets. Learn more about this process in the article Customizing the Dashboard. You can also save a widget configuration as a unique dashboard, accessible to you at any time. If you belong to the Administrator role, you can assign a dashboard to other roles in your community, placing relevant information in front of your users as soon as they log in.
This article will cover:
- Saving and Assigning a Dashboard as an Administrator
- Saving a Dashboard as a non-Administrator
Saving and Assigning a Dashboard as an Administrator
1. While on your dashboard, expand your dropdown menu and note that you haven't saved any dashboards yet. My Dashboard is listed as your default dashboard because your role (Administrator) has not been assigned a default dashboard. Until this happens, you can add and remove widgets and these changes will persist to your personal My Dashboard.
2. Configure the dashboard widgets as you wish. In this example, we're adding Document widgets and will save and assign this dashboard to a "Document Reviewer" role in our business.
3. Once you've configured the desired dashboard, click the Save as New Dashboard button in the top right corner.
4. Name the dashboard, then choose which roles you'd like to share the dashboard with and which you'd like to land on the dashboard as their default. In order to have a role available to assign the dashboard as their default, you must select the role in the "Share with..." field first. All dashboards you save will appear in the Saved Dashboards section of your dropdown menu.
View for a user with the Document Reviewer role, immediately after login:
Roles that you share the dashboard with, but do not assign as default for, will see the dashboard listed as an option in the Saved Dashboards section of their dropdown. Here, we'd like to give the Incident Reviewer role visibility into the Document Review dashboard, but we do not need these users to land on the dashboard immediately.
View for a user with the Incident Reviewer role, immediately after login:
5. If you'd like to save a dashboard just for yourself, simply leave the "Share with..." and "Assign to..." fields blank. The dashboard will now appear in your Saved Dashboards section and no other users will have visibility to this dashboard.
6. To delete a dashboard, click the trashcan next to the dashboard name. If the dashboard has been shared with another role, those users will see the dashboard removed as an option from their dropdown. If the dashboard has been assigned as default for another role, those users will no longer land on the dashboard when they log in. My Dashboard will be listed as their default dashboard again until this role is assigned a new default dashboard from an Administrator.
7. To edit the dashboard name or the roles the dashboard has been shared to, click the pencil icon. This will bring up the pop up screen from step 4.
Note: When changing the widgets on a saved dashboard, you must save it as a new dashboard to capture these changes (click the Save as New Dashboard button). Clicking the pencil to edit a dashboard only saves changes to the dashboard name and sharing options, not to any widgets you may have added/removed.
Saving a Dashboard as a non-Administrator
Non-Administrators can save dashboards for their personal user, but they cannot assign dashboards or reject a default assignment from their Administrator. Administrators have the final say on which dashboard their users should land on by default.
1. As a user with a non-Administrator role, add or remove widgets to achieve your desired dashboard, then click Save as New Dashboard.
2. Name your dashboard and click Save as New Dashboard.
3. Expand the dropdown menu to see your saved dashboard. Note that if you've been assigned a default dashboard from your Administrator, it remains there.