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Change a Dashboard to Site Wide

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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

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Configure Dashboard Settings

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

2018-01-24_ClientSuccessPortal_PublicDashboard_1.png 

  • 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

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