Create a dashboard and choose who sees it

Before you start

• Dashboards and the Page builder

Create a dashboard to give an app a home screen, then choose the roles that should see it. It takes a minute. The design comes next.

Create the dashboard

1. In the left rail, click Dashboards.
2. Under Choose an app, click the app, for example Procurement.
3. Click New dashboard. A drawer opens.
4. Type the Name, for example Procurement overview.
5. Under Who sees it, click each role that should see it, for example Buyer and Approver.
6. Leave Active on, then click Create and design.

The Page builder opens on the new, empty dashboard. Create saves it and stays on the list instead. The drawer says which app the dashboard goes in.

How do roles decide who sees it?

Roles decide who sees a dashboard.

The dashboard	Who sees it in App space
Lists roles	People who have at least one of those roles
Lists no roles	Only people who have no role at all

Pick at least one role, so that people who have a role see the dashboard. The list shows No roles picked for a dashboard that still needs its roles.

Watch out

Pick the roles you mean. A dashboard with no roles is shown only to people who hold no role.

How do I rename it, hide it or copy it?

Use the dots menu on a row, or click the row to open it in the builder.

• Rename and access opens the same drawer, headed Dashboard details. Change the name and the roles, then click Save.
• The Active switch hides a dashboard without deleting it. The message that follows offers Undo.
• Duplicate copies the design and the roles. The copy is called Procurement overview (copy) and starts inactive. The message says “Copy created. It stays inactive until you turn it on.”
• Delete asks first. It says how many roles lose the dashboard. Deleting is permanent.

What did I get?

A dashboard in the app, with a name, a set of roles and an Active switch. Design it in the Page builder and click Save. Next, add a metric block.