Dashboards (administration)
- Denise McGettigan
If you have the Administration > Dashboards permission, you can manage all the dashboards in your organization’s Phocas site.
Click Administration > Dashboards. The Dashboards page displays a list of all your dashboards, including those you created and those that were created by other users. You can see details such as the folder in which the dashboard was created and the user who created it (owner). You can also see the last time the dashboard was opened, which is useful when deciding if it can be deleted. You can filter the list by Folder or Owner or search for a specific dashboard.
Share a dashboard
You can share a dashboard by placing it into a folder or share it directly with one or more selected users. Users who can already see the dashboard will have their checkboxes selected in the Users list.
On the Dashboards page, select the row of the dashboard > click Share > select the required sharing options > click Save.
For more information on sharing dashboards in general, see Share a dashboard. More information on managing an individual user's favorites, see the user maintenance form > Dashboard tab.
Delete a dashboard
You can permanently a dashboard if it is are no longer required. This action cannot be undone. You can delete multiple dashboards at the same time (left-click and drag to select the required rows).
On the Dashboards page, select the row of the dashboard > click Delete > Yes.
Remove external links
When you remove an external link, a view-only user who tries to use the link will see a message telling them the dashboard is no longer available.
On the Dashboards page, select the row of the dashboard > click Remove External Link > Yes.
See User restrictions for more information about how changing restrictions for individual or multiple users affects external dashboard links.
Allow users to share dashboards
You can determine whether users can share dashboards. See Allow users to share dashboards and favorites.