Creating a one-off dashboard
A one-off dashboard is dedicated to the site, role, or user, role for which it is created. Other sites, roles, and users cannot reuse one-off dashboards.
The following procedure describes how to create a one-off dashboard.
Warning
If you replace a one-off dashboard with another dashboard, Brightspot permanently deletes the replaced dashboard.
- Do one of the following:
To create the dashboard... Start by... At the global level - Click > Admin > Sites & Settings > Sites > Global.
-
Click , located to the left of , and type
Dashboard
.
At the site level - Click > Admin > Sites & Settings.
- Under Sites, click the site for which you want to create a one-off dashboard.
-
Click , located to the left of , and type
Dashboard
.
At the role level - Click > Admin > Users & Roles.
- Under Roles, click the role for which you want to create a one-off dashboard.
- Toward the right of the widget, click > Dashboard.
At the user level - Click > Admin > Users & Roles.
- Under Users, click the user for which you want to create a one-off dashboard.
- Under CMS, expand Dashboard.
As your default dashboard - In the header, click your username, and then click Profile.
- Under CMS, expand Dashboard.
- From the Dashboard or Default Dashboard list, select One Off.
- In the Name field, enter a name for the dashboard. This name is used internally to reference this dashboard.
- In the Main Tab Name field, enter a name to serve as this dashboard's tab name when other tabs are present.
- Add columns to the dashboard by doing the following:
- Under Main Tab Columns, click .
From the Widgets list, select a widget to include in the dashboard column. For a list of available widgets, see Standard dashboard and widgets.
- Resize the columns by dragging the resize button, or click to set all the column widths to be equal.
- Repeat steps a–c to add more columns and widgets to the dashboard.
- Add tabs to the dashboard by doing the following:
- Under Additional Tabs, click .
- Enter a name for the dashboard tab.
- Click to add a dashboard column.
- From the Widgets list, select a widget to include in the dashboard column. For a list of available widgets, see Standard dashboard and widgets.
- Resize the columns by dragging the resize button, or click to set all the column widths to be equal.
Repeat steps b–f to add more tabs to the dashboard.
- Click Save.