Dashboard Configuration Screen

Owned by Karen Hogan (Unlicensed)
Last updated: Dec 08, 2022
3 min read

This section explains functions used by a system administrator. In the top right-hand corner of the dashboard, the ‘Dashboard Configuration’ icon will only be visible for users with the Administrator role.

Clicking this icon with open the configuration area of the application.

You can also open the configuration area directly from the edit chart screen, again using the same ‘Dashboard Configuration’ icon in the top right-hand corner.

To close the configuration screen and return to either the dashboard page or edit chart screen click ‘Back To Dashboard’ in the top-right corner of the screen. 

Across the top of the configuration page there are a set of tabs:

Categories – used to create/ maintain the individual dashboard pages or ‘tabs’. Occasionally, there may be a requirement (usually for security purposes) to create categories that are not displayed as tabs.

Category Access – used to see what each category has access to.

Users – used to create/ maintain dashboard users.

Roles – used to create/ maintain roles that can control access to elements within the application. This allows categories to be grouped together under a common heading which can be beneficial when managing large numbers of Dashboard users.

User Access – used to view what a user has access to and grant or revoke access to Roles and Categories.

Data Connections – used to create/ modify your connections to source databases, including the metadata.

Themes – used to edit the Dashboards style sheet(s). You can create multiple themes here allowing different users to have different styles within the Dashboard.

APIs - used to build and send custom API requests to external APIs for the purpose of generating variables in the dashboard. These variables can then be used when drilling to a URL chart. This makes it possible to drill to a page using a generated token in the URL as a means of authentication – allowing users to drill to pages that would normally require a log in step. Please see ‘Related Topics’ for more information.

Settings – controls global settings for the Dashboard, such as mail servers, proxy servers and variables.