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Enabling Dashboards on your platform

Dashboards are an included feature for all IntelligenceBank clients.

To enable Dashboards on your platform, a Main Administrator will first need to go to Admin > Templates on your platform.

Find Dashboards in the Navigation Bar and click on this.

Click the Visible checkbox and Save the change. 

Add_Dashboards.png

 

Platform Main Administrators will now see Dashboard module added to their Navigation Bar. 

You can move the location of this back under Admin > Settings > Navigation Bar and moving it left or right.

Move_Module.png

 

Note that you can make Dashboards a landing page for your platform by clicking back on the module name and clicking Make it a Homepage

You can also opt here for it to apply to all Divisions of users on your platform, or leave this box unchecked and update one-by-one under Admin > Divisions

Make_Homepage.png

 

Note that this will make this a homepage for all relevant users.

Those who do not have access to this module will instead be directed to the My Account section of the platform. 

 

Next:

Adding a Dashboard

Adding a Widget into a Dashboard

 

Widgets:

Item List Widget

Calculation Widget

 


Related:

Dashboard Widget Actions

Editing and Ordering Widgets within Dashboards

Managing Multiple Dashboards

Dashboard Permissions and Private Settings

Coming Soon to Dashboards

 

 

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