Working With Desktop Dashboards

Dashboards are tabbed spaces on the Desktop that you can label and add components to. Dashboards can be personal or shared; a personal dashboard will display only to the support representative who created it and others with configured permissions, and an existing shared dashboard can be added by other support representatives. Access can be restricted to shared dashboards, and configured roles and permissions will determine whether you can create, edit, and delete a personal or shared dashboard. Colors and more can be configured via Desktop Settings. The Alerts and Dashboards Manager (accessed via the Desktop Content menu) can be used to add, delete, and rename dashboards, specify dashboard access, and automatically add a dashboard to the Desktops of specified support representatives.

Use the Add Dashboard icon to display a menu for creating a shared or personal dashboard or adding an existing dashboard to the Desktop. If creating a dashboard, enter a name for the dashboard and, if applicable, select Yes in the Responsive Components field to enable component widths to automatically adjust and display complete component frames. (Horizontal scroll bars will be added to the content within each component frame when needed.) A Dashboard Designer will appear with predesigned dashboard and component layout options.

Right-click on a dashboard tab to display a menu for dashboard options. If you have added or created a shared dashboard, it will be locked by default to prevent anyone from editing it. Select Unlock Editing on the Dashboard Options menu to make changes; the dashboard will reload for anyone else using it after an edit is made. The Lock Editing and Add Component options will appear in the menu after a dashboard is unlocked.