Steps:
- Go to ⚙️Settings and click on “Company dashboard” in the left-hand side panel ;
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Click on “New dashboard” and choose a template (blank or enterprise template) ;
- Blank: the dashboard is empty, and you can choose widgets from the catalog
- Template: the dashboard is pre-filled with relevant widgets, and you can customize it according to your needs
- The name of your dashboard is editable on the left; by default, it is named "Dashboard {creation time}" (Notice in the Category column that your dashboard is "Personal");
- Move and resize your widgets in your space to personalize it;
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Save your dashboard by clicking on "Save";
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You are then redirected to the settings; choose your target audience (for whom the dashboard will be visible) by clicking on the pencil icon ✏️ and search for the right people;
- If you want to add or remove a user, click on the pencil icon, choose the person to remove, and click on the ✖️ cross;
- Add the widgets you want from the catalog by clicking on the "➕" button;
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You can also select the owners of the dashboard in the corresponding column;
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To delete the dashboard, click on the "..." at the end of the line;
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Deploy the Dashboard in the company with the button in the "Deployment" column;
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You can edit it at any time by going to it directly and clicking on the "✏️ Edit" button.
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