Create a workplace dashboard

You can create a dashboard that is available to all workplace members or a specific subset of members. Members with access can view it on their Dashboards page from the Userbar. 

Your digital workplace can have multiple workplace dashboards.

Sections in this article: 

Considerations

  • Turn dashboards on: To create new dashboards, your digital workplace must have workplace dashboards turned on; see Dashboards.
  • Visibility: New workplace dashboards are automatically hidden from navigation and must be manually unhidden. You can unhide them by: 
    1. On the Userbar, select Control Panel.
    2. Under Presentation, select Site Manager.
    3. Beside the dashboard, select Actions.
    4. Select Navigation and then Show from the dropdown.
    5. Select Save. 

Who can do this?

  • Enterprise administrators
  • Workplace administrators
  • Space administrators (within their space)

Create a workplace dashboard

To create a new workplace dashboard: 

  1. How you start depends on your role in the digital workplace:
    • If you are an enterprise administrator or workplace administrator:
      1. On the Userbar, select Control Panel.
      2. Under Presentation, select Site Manager.
    • If you are a space administrator:
      1. Navigate to the space and select Administration. 
      2. Select Navigation. 
  2. Select Add and then Dashboard.
  3. In the Add Dashboard window, complete the following fields:
    • Dashboard Title: Enter a name for the dashboard. 
    • Location: Select where to place the dashboard. To select a page or space:
      1. Select the Location dropdown.
      2. Search for a page or space by its name. Up to 100 matching results will appear. Results also display the parent locations of matching pages and spaces.
      3. Select a page or space from the list of search results.
    • URL Identifier: Enter the URL pathname for the dashboard.  
  4. Select Add.

After creating the workplace dashboard, you can configure the following:

Edit a workplace dashboard

To edit a workplace dashboard: 

  1. How you start depends on your role in the digital workplace:
    • If you are an enterprise administrator or workplace administrator:
      1. On the Userbar, select Control Panel.
      2. Under Presentation, select Site Manager.
    • If you are a space administrator:
      1. Navigate to the space and select Administration. 
      2. Select Navigation. 
  2. Select Actions and then Edit.
  3. (Optional) If there is a saved draft, the latest saved draft will open for editing. Select Switch to published version to edit the current dashboard instead of the draft. 
  4. (Optional) To revert to a previous version, select the Version History dropdown and choose a version of the dashboard. It will automatically load this version but not apply it. 
  5. Update the widgets on the dashboard as needed. See the Widgets and Placing a Widget for help building the dashboard. 
  6. Select Publish Dashboard. 

Delete a workplace dashboard

When deleted, workplace dashboards can be recovered from the Trash Can. To delete a workplace dashboard:

  1. How you start depends on your role in the digital workplace:
    • If you are an enterprise administrator or workplace administrator:
      1. On the Userbar, select Control Panel.
      2. Under Presentation, select Site Manager.
    • If you are a space administrator:
      1. Navigate to the space and select Administration. 
      2. Select Navigation. 
  2. Select Actions and then Delete.
  3. When prompted, select Yes.