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Manage Dashboards



Create a dashboard

Clicking the “Create new dashboard” button

will open a window where a title & short description can be given.

After clicking the Add button the dashboard Title will be shown in the Dashboard overview.



Accessing a dashboard

After creating the dashboard it can be access by clicking the dashboard

and choosing between viewing, editing or alternatively deleting it.



Editing a dashboard

To edit a dashboard simply be in the dashboard overview as when

viewing, then select the desired dashboard to be edited and click the ‘Edit

Dashboard’ button.

When first entering the dashboard a user will be presented with a blank

canvas, this is the user’s workspace for adding widgets.



The sidebar is the main toolbox for adding, saving, changing and

navigating the dashboard.

The sidebar is located in the top left corner of the browser window as

seen above.

After the sidebar is opened it will present function buttons and access to widgets.

The function buttons are located at the top of the sidebar.

For info on the individual widget see:

WIdget details



Viewing a dashboard

To view a dashboard, simply be in the dashboard overview, select the

dashboard desired then select view dashboard.

Dashboard example:

When entering the dashboard view users will have all the widgets that

has been made be presented on a blank page giving users an easy overview

without being able to accidentally edit them.

Under customer setup dashboard only users can be created.



Mobile preview

While the other function buttons are quite self explanatory, the mobile preview is a bit more finicky, it allows a desktop user to design a dashboard view for a mobile device to see how it will look beforehand.

Mobile view is simulating a phone screen and takes out a lot of guesswork and back & forth from creating the dashboard to be mobile compatible.



Enabling the mobile view turns the workspace into a phone model

simulating the space and look of a mobile dashboard.

Here a dashboard can be designed with mobile usage in mind.



Creation date: 11/12/2019 14:00 (skr@secomea.com)      Updated: 11/12/2019 14:00 ()