Creating a 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 “Holiday Merchandise,” 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 access the dashboard... Start by...
    At the global level
    1. Click menu> Admin > Sites & Settings > Sites > Global.
    2. Click search, located to the left of more_horiz, and type 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.
    3. Click search, located to the left of more_horiz, and type 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.
    3. Toward the right of the widget, click 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.
    3. Under CMS, expand Dashboard.
    As your default dashboard
    1. In the header, click your username, and then click Profile.
    2. Under CMS, expand Dashboard.
    1. From the Dashboard or Default Dashboard list, select One Off.
    2. In the Name field, enter a name for the dashboard. This name is used internally to reference this dashboard.
    3. In the Main Tab Name field, enter a name to serve as this dashboard's tab name when other tabs are present.
    4. Add columns to the dashboard by doing the following:
      1. Under Main Tab Columns, click add_circle_outline.
      2. From the Widgets list, select a widget to include in the dashboard column. For a list of available widgets, see Standard dashboard and widgets.

        Adding widget to the dashboard.png Adding widget to the dashboard.png

      3. Resize the columns by dragging the resize button, or click view_column to set all the column widths to be equal.
      4. Repeat steps a–c to add more columns and widgets to the dashboard.
    5. Add tabs to the dashboard by doing the following:
      1. Under Additional Tabs, click add_circle_outline.
      2. Enter a name for the dashboard tab.
      3. Click add_circle_outline to add a dashboard column.
      4. From the Widgets list, select a widget to include in the dashboard column. For a list of available widgets, see Standard dashboard and widgets.
      5. Resize the columns by dragging the resize button, or click view_column to set all the column widths to be equal.
      6. Repeat steps b–f to add more tabs to the dashboard.

        Dashboard slider and tabs functions.png Dashboard slider and tabs functions.png

    6. Click Save.
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