Dashboard Management

📃 GermainUX dashboards

GermainUX allows authorized users to create, delete, organize, pin, and manage access to analytics dashboards.

🔍 Find and Organize Dashboards

The All folder under the Dashboards menu displays every dashboard the current user is authorized to access, including dashboards created by other users.

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From the Dashboards menu, users can:

Action

Details

Create dashboards (Guided Approach)
Go to Left Menu > Dashboards > Create, click the Search Bar, and select your criteria. GermainUX automatically builds the dashboard as you make your selections.

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Delete dashboards they are authorized to manage

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Organize dashboards into folders

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Pin frequently used dashboards

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View dashboards created by other users that you are authorized to access.

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Set dashboard visibility & management permission

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See Create and Configure a Dashboard for detailed configuration instructions.

🔒 Dashboard-Level Permissions

Permissions can be configured directly from the dashboard.

⚙️ Update Dashboard Visibility

  1. Open the dashboard you want to configure.

  2. Click the Edit Dashboard icon.

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  3. Open the dashboard visibility or permission settings.

  4. Assign the appropriate users or teams.

  5. Click Save.

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📑 Permission Levels

Permission

Description

View

Allows the selected users or teams to open and use the dashboard.

Manage

Allows the selected users or teams to edit the dashboard and its configuration.

Grant Manage permission only to users or teams responsible for maintaining the dashboard.

👥 Team-Level Permissions

Dashboard permissions can also be managed from the applicable GermainUX team.

Team-level configuration is useful when access should be assigned consistently to a group rather than managed separately for individual users.

From the team configuration, authorized administrators can:

Action

Grant dashboard viewing access

Grant dashboard management access

Review the dashboards available to the team

Update access when team responsibilities change

A user’s effective dashboard access depends on the permissions assigned directly to the user and through their GermainUX teams.



Service: Management

Feature Availability: 8.6.0 or later