Creating and Editing Dashboard Layouts

As an administrator, you can change the default appearance of the Dashboard and Workspace modules in the ChangeGear Web client. The Dashboard and Workspace support the use of multiple views or layouts, which vary based on the logged-in user's persona or team(s). Publishing a layout changes the appearance of the layout for the persona or team that you publish it to. You can also create new dashboard layouts for one or more teams.

Note: Whether or not a staff user can see changes to a published layout depends on their role privileges. If the View Own privilege is enabled, the user will see his or her own personal layout. If the View Own privilege is not enabled, then the user will see his or her persona's layout. If the View privilege is enabled, the user can select from his or her personal layout, persona layout, and for dashboards, the layouts available to his or her team(s).

To create a new dashboard layout:

  1. Navigate to the Dashboard module.

  2. In the menu bar, click the Actions button.

  3. Click New or Save As. Either action opens the dashboard configuration dialog. New will create a new blank dashboard, while Save As will save a copy of the currently open dashboard.

  4. Enter a Name for the Dashboard.

  5. Optionally, select one or more Teams from the drop-down menu. Users who are a member of the selected team(s) will be able to view the Dashboard.

  6. Optionally, select the Owner. Owners can view and modify dashboards that they own from the All Dashboards dialog.

    Note: If you do not select a team or an owner, the Dashboard will be inaccessible to anyone who is not an administrator. This is useful for designing and tweaking layouts without making them accessible to users.

  7. Click the Create button to build and display the new dashboard.

To edit and save a dashboard layout:

  1. Navigate to the Dashboard or Workspace Module.

  2. In the menu, select the layout that you wish to modify. For the Workspace module, this will be a persona such as Executives, IT Management, IT Staff, and Service Desk Staff. For the Dashboard module, this can be any dashboard to which you have access.

    Tip: To access a dashboard that is not assigned to a persona or team, select the All Dashboards link from the Dashboards drop down. Not all users will have access to this function.

  3. Add, delete, size, or organize widgets as desired.

    Note: You can revert to either the last published layout or the default (factory) layout by clicking on the Reset button in the Dashboard or Workspace menu.

  4. Personal dashboards are saved automatically after each change.

  5. Team and persona dashboards will not be saved and published until you click Publish in the menu and then click OK to confirm.

To edit team dashboard settings:

  1. Navigate to the Dashboard or Workspace Module, and then use the drop down to select the desired Team dashboard, or click All Dashboards to view and select from a list of all dashboards.

  2. Click Actions in the menu and click Settings.

    Tip: The Settings option is only available for Team dashboards.

  3. To edit the Name of a dashboard, simply type in the new name.

  4. To edit the list of teams that can view a dashboard, click the Teams drop down and check the boxes for teams that should be able to view the dashboard.

  5. To change the owner of a dashboard, click the Owner drop down and choose the new owner.

    Note: To hide or "unpublish" a Team dashboard, deselect all teams. The Dashboard owner will still be able to see and edit the dashboard. Remove the owner, and then only administrators will be able to see and edit the dashboard.

To delete a team dashboard:

  1. Follow the instructions above to navigate to a team dashboard.

  2. Click Actions in the menu and click Delete.

  3. Click the Delete button in the dialog to confirm you want to delete the dashboard.

    Tip: Only Team dashboards can be deleted through this interface.

 

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