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Mitratech Success Center

Change a Dashboard to Site Wide

Edit Dashboard Settings

This article outlines how to change a previously created dashboard from Personal to Organisation view.

Manage Dashboards

  • Begin by going to the Dashboard module
  • Click on "Manage Dashboards" in the upper right hand corner


Configure Dashboard Settings

  • Continue with clicking on the Cog Wheel of the desired dashboard
  • Click on "Edit Dashboard"


  • Enable "Organisation Wide Dashboard." This will make the dashboard accessible site wide
  • Select the roles that will be able to view the dashboard and the roles that will be able to edit the dashboard
  • Select "Org Unit" and "Entity" under filters if you would like this filter option for the entirety of the dashboard
  • Click on "Ok" when finished