Set dashboard properties

The properties you set here affect the entire dashboard. Component properties are set separately.

Subscription

Company

Regional availability

All regions

User type

Business, Employee

Approver (if approving from dashboard)
Permissions Dashboard: List, View, Add, Edit
  1. Go to Dashboards > All and select the dashboard.
  2. On the upper right of the dashboard, select Settings.

There are 3 tabs in the Dashboard properties page.

Appearance tab

Appearance tab field descriptions
Field Description
Title

Enter a heading to appear in the dashboard. This title appears at the top of the dashboard. If you select a group for this dashboard, that group name will appear in front of the dashboard title.
Description

Enter notes to remind yourself about the purpose of the dashboard.
Columns

Select the number of columns for the dashboard. You can set your dashboard layout to between 1 and 3 columns.
Flexible-width column

If a column contains a wide component, give it flexible width to see as much detail as possible without needing to scroll.
Color

Select a prepackaged color theme for the dashboard, or set up your own by selecting Custom color.
Group

To help organize dashboards on the Dashboards menu, you can place them into groups.

  • Groups with multiple dashboards appear as submenus.
  • If a group contains only 1 dashboard, it's listed at the top level of the Dashboards menu as GroupName:DashboardName

To add this dashboard to a submenu, select a submenu group. You see only the groups that you've created. Administrators see all groups.

To create a new group, select Create new group. Refresh your browser to see the new group in the Dashboards menu.
Default

If you select this option for a dashboard, you can open the dashboard by double-clicking the Dashboards menu.

  1. Save your changes on the Dashboards properties page.
  2. Select your login name at the top of any page and select My preferences.
  3. Under Display, at My start page, select Dashboard.
  4. Select Save.

Filters tab

Select filters to show at the top of the dashboard, so that you can narrow the scope of these components:

  • Financial reports
  • Financial graphs
  • Performance cards

To exclude an individual component from filtering, select Settings.

Permissions tab

Give other users and/or groups permission to use your dashboard.

You must have permissions to access the dashboard and have the appropriate permissions to view the information displayed there. For example, you must have permissions to view Revenue to see a dashboard item displaying Current Revenue (to date).
Permissions tab field descriptions
Field Description
Owner

If you're an administrator, you can take ownership of someone else's dashboard or assign it to someone else. This is useful if a dashboard owner leaves the company.
Group or User

Before you allow a user or group to use your dashboard, you must first add them to your company.

  1. In the leftmost list, select User.
  2. In the list to right of User, select the user's name.
  3. Select Add.
  4. Select Save.
  1. In the leftmost list, select Group.
  2. In the list to the right of Group, select the group's name.
  3. Select Add.
  4. Select Save.
Access rights for groups and users

You can give permission to a group, but deny permission to selected individuals in the group. First, set up permission for the entire group. Then:

  1. In the leftmost list, select User.
  2. In the list to the right of User, select a user from the group who will not have permission to use your dashboard.
  3. Select Add.
  4. In Access rights for the user, select Deny.
  5. Select Save.

If access rights conflict

A user's access rights take priority over a group's access rights:

  • If you deny access rights to a group, but allow access rights to a user within the group, the user has permission to access the dashboard.
  • If you allow access rights to a group, but deny access rights to a user within the group, the user does not have permission to access the dashboard.

For a user belonging to more than 1 group, allowing access rights takes priority over denying access rights. For example: 

  • A user belongs to 2 groups.

  • You deny access rights to one group but allow access rights to the other group.

In this example, the user has permission to access the dashboard.