Brightspot CMS User Guide

Applying shared dashboards at the global, site, role, and user levels


A shared dashboard is available at the same level or lower in the dashboard hierarchy. For example, dashboards created at the site level are available at the site, role, and user levels. (For an explanation of dashboard hierarchy, see Dashboard hierarchy).

  1. Do one of the following:

    To use a shared dashboard…
    Start by…
    At the global level
    1. Click menu > Admin > Sites & Settings.
    2. In the Sites widget, select Global. The Edit Global widget appears.
    3. Under CMS, expand Dashboard.
    At the site level
    1. Click menu > Admin > Sites & Settings.
    2. Under Sites, click the site for which you want to create a shared dashboard. The Edit Site widget appears.
    3. Under CMS, expand Dashboard.
    At the role level
    1. Click menu > Admin > Users & Roles.
    2. Under Roles, click the role for which you want to create a shared dashboard. The Edit Tool Role widget appears.
    3. Toward the right of the widget, select more_horiz> Dashboard.
    At the user level
    1. Click menu > Admin > Users & Roles.
    2. Under Users, click the user for which you want to create a shared dashboard. The Edit Tool User widget appears.
    3. Toward the right of the widget, select more_horiz> Dashboard.
    As your default dashboard

    1. In the header, click your username > Profile. The Profile widget appears.
    2. Toward the right of the widget, select more_horiz> Dashboard.

    Dashboards at Global or site level.png
    Dashboard at the Global or site level

    Dashboard at role or user level.png
    Dashboard at the role or user level

  2. From the Dashboard or Default Dashboard list, select Shared. The Dashboard selection field appears.
  3. Select the required dashboard.
  4. Click Save.
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