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Dashboard Management

Features

Access, Creation, Deletion, Organization

All sections under the Dashboards menu provide access to all preconfigured dashboards. You can also create your own dashboard.

Navigate to the Dashboard section on Germain UX workspace for access to these features.

Visibility

To update the visibility of a dashboard, either 'edit' the dashboard or go to the Teams dashboard.

Edit Dashboard:

  1. Go to the dashboard you want to configure.

  2. Click the "Edit Dashboard" icon.

  3. This action will open a popup for editing the dashboard's visibility settings.

  4. Update the Dashboard Visibility settings as needed and click 'Save.' Here's what each option does:

    • Required Teams: Add or remove teams from this field. Any user who is a member of at least one of these teams will be able to view the dashboard.

    • Allowed Users: Add or remove emails from this field. This allows specific users to see the dashboard if their email matches one of the emails in this field. Useful when you don't want to grant access to all users in a team.

    • Owner Teams: Add or remove teams from this field. Any user who is a member of at least one of these teams will be able to edit and save the dashboard. These changes will affect all users.

Update Visibility for a Team

Similar settings can be performed via the Team view.

Visible and Editable Permission on Dashboards by Team - Germain UX

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