Configuring Access to Dashboards

Use the Access option on the dashboard's right-click menu to specify the individual support representative(s) or group(s) that can access the dashboard. Note that support representative permissions control display of this option. Select Shared to make the dashboard available for other support representatives to add to their Desktops via the Add Existing dashboard menu option. To make the dashboard available only to specified groups, place your cursor in the Add Rep Group field and select the groups. To make the dashboard available only to selected support representatives, place your cursor in the Add Rep field and select the support representatives.

Dashboards can be added, deleted, renamed, and designated as Shared via the Alerts and Dashboards Manager (accessed via the Desktop Content menu). Dashboards can be automatically added to the Desktops of specified support representatives via the Access column in that screen. You can also push the dashboards associated with a group specified as primary to a support representative’s Desktop when you assign the primary group in the Support Representative Profile screen.

To control available dashboard components, set Desktop colors, and select the features involved in Global search, use the Options and Tools | Customize | Desktop Settings screen in Configuration.

Note: The update and refresh of Awareness and Chat functionality, as well as Desktop components, can  apply to only four open pages at one time. The message “Awareness and chat not available” or “Auto refresh and chat not available” will appear if this is exceeded. These limitations do not apply if you are using Windows Server 2012 with WebSockets enabled and the current version of iSupport’s supported browsers.