Manage dashboards

Owned by Annu
Dec 19, 2024
2 min read

Overview

The UpRaise dashboard management capabilities provide users with more effective control. This documentation outlines functionalities introduced for managing the default dashboard.

Any user with the Manage dashboards permissions will be able to manage the Default UpRaise dashboard, similar to how they can manage their own (custom) UpRaise Dashboards.

Actions available to manage dashboards

  • Create dashboard: Use this option to add new dashboard

  • Add Gadget: Users can enrich their dashboards by adding new gadgets, similar to the experience on other UpRaise dashboards.

db1.png

  • Edit Dashboard: Allows users to change the name and description of the dashboard. Note that users will not be able to modify the dashboard's visibility.

    • The Visibility section will have the ‘All users’ radio button pre-selected, with no other options available for modification.

  • Manage all dashboards: This option opens the list of all dashboards with the above actions available based on the users’s permissions.

db2.png

  • Change Owner:

    • Users can select a new owner from a list of active UpRaise users.

    • Delete Dashboard:

      • Delere the unnecessary dashboards

 

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