Create a workplace dashboard

Create a dashboard available to all workplace members or a specific subset of members. Users with access to the dashboard 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. 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 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 page. To select a page or space:
      1. Select the Location dropdown.
      2. Search for a page or space by its name. This search will return up to 100 results that match your search query. These results also display the locations above 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 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 be displayed for editing. Select Switch to published version to edit the current dashboard instead of the most recent draft dashboard. 
  4. (Optional) To revert to a previous version of the dashboard, select the Version History dropdown and select a version of the page. The page will automatically load this version but not apply it. 
  5. Update the widgets on the dashboard as needed.
  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 the space and select Administration. 
      2. Select Navigation. 
  2. Select  Actions and then Delete.
  3. When prompted, select Yes.