Dashboards

Our dashboards enable each user to setup their workspace to quickly get the information that matters to them the most.

The dashboards are made up of configurable widgets.

You can set up multiple dashboards. 

When you visit the dashboard you will see the last dashboard you had loaded.

The last dashboard you selected is the first thing you will see when you sign in.

Switching Between Dashboards 

The switch between you different dashboard: 

1. Click on the [ Dashboard ] link in the main menu
   
2. Click on the [ V ] arrow next to the Dashboard option in main menu 
   
3. You will then see a list of the dashboards you have set up
   
4. Click on the dashboard you want to load and it will automatically start loading

Creating A New Dashboard 

1. Follow the steps for switching between dashboard above. 
   
2. Instead of selecting a dashboard to load, click [ Add Dashboard ]
   
3. Click the "New Dashboard" name at the top of the screen and give your dashboard a new name 
   
4. You can add widgets to the dashboard 
   
5. Click the [ CREATE ] button
   

You new bash board is ready to use. 

Making Changes To Your Dashboard 

You can add, remove, resize and configure widgets on your dashboard.

To manage your dashboard: 

1. Load the dashboard you want to edit 
   
2. Click the [ MANAGE ] button in the top right of the dashboard 
   
3. Select [ Edit ] 
4. Make your changes 
   
5. Click the [ SAVE ] button

Adding Widgets

While your editing your dashboard you can add new widgets by clicking and dragging a widget from the list at the top of the screen and dropping it on the dashboard.

Moving Widgets

While managing your dashboard you can easily move a widget click and dragging the title of the widget. 

Just let go of the mouse when you are happy with the position. 

Resizing Widgets 

You can easily resize a widget on the dashboard in edit mode. 

Hover you mouse over the bottom right corner of the widget and two diagonal arrow will appear. 

Click and hold, then drag you mouse to change the widget's size. 

Let go of the mouse button when you're happy with the size. 

Configuring Widgets 

To configure the options on a widget or rename it:

1. Click on the [ COG ] button in the top right of the widget
   
2. Make your changes 
   
3. Click [ SAVE ]
   

You can always set the name of the widget but the other options available will depend of the widget you are working with.

Remember to click the [ SAVE ] button in the top right of the dashboard once you have finished making your changes. 

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