Brightspot CMS User Guide

One-off dashboard


A one-off dashboard is dedicated to the user, role, or site for which it is created. You cannot share one-off dashboards with other users, roles, or sites. For example, if you create a one-off dashboard for the site “Thermostat Warriors,” that dashboard is not available to editors working on any other site. Similarly, if you create your own one-off dashboard, other editors cannot use it.

The following procedure describes how to create a one-off dashboard.

Warning
If you replace a one-off dashboard with another dashboard, Brightspot permanently deletes the replaced dashboard.

  1. Do one of the following:

    To create a one-off 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 one-off 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 one-off 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 one-off dashboard. The Edit Tool User widget appears.
    3. Toward the right of the widget, selectmore_horiz> Dashboard.
    As your default dashboard

    1. In the header, click your username, and then click Profile. The Profile widget appears.
    2. Toward the right of the widget, select more_horiz> Dashboard.
  2. From the Dashboard or Default Dashboard list, select One Off. A Dashboard widget appears.

    One-off dashboard widget with slider to resize columns

  3. In the Name field, enter a name for the dashboard. Brightspot uses this name for the dashboard’s leftmost tab.
  4. Add columns of widgets by doing the following:

    1. Click Add Dashboard Column. A form appears.
    2. From the Widgets list, click add_circle_outline and select the widget you want to add to the column. (For an explanation of the available widgets, see Standard dashboard and widgets.) Repeat to add widgets.
    3. Reorder widgets in a column by dragging and dropping. You can also drag and drop widgets between different columns.
    4. Repeat steps a–c to add more columns to the dashboard.
    5. Resize the columns by dragging the resize button, or click view_column to set all the column widths to be equal.

    The widgets available for configuration depend on the dashboard’s level: global, site, role, or user.

  5. Add tabs to the dashboard by doing the following:

    1. Toward the right of the widget, select more_horiz> Tabs. A form appears.
    2. Click add_circle_outline. A form appears.
    3. In the Name field, enter a name for the tab.
    4. Under Columns, add widgets to each column by following step 4.
    5. Repeat steps b–d to add more tabs.
  6. Click Save.
  7. Configure the Resources and Quick Start widgets if you included them in your dashboard (see Standard dashboard and widgets).
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