To display the menu of a dashboard, right click on the dashboard tab. A pop-up menu opens with the following options:
- Assign to Teams: Enable view and modify permissions for teams.
- Save: Save a dashboard to a repository so that it appears every time you log in.
- Save As: Make a copy of the dashboard.
- Set As Default: Set the dashboard as the default dashboard of the repository. A default dashboard is indicated by a green bar on the top of the tab.
- Configure: Change the layout and/or the schema of the dashboard.
Assign to Teams
The Assign to Teams option allows you to enable view and modify permissions for teams. Hover over this option to view all teams which have been added to the dashboard’s repository.
After hovering over the Assign to Teams option, simply click the eye icon to enable viewing privileges and/or the pencil icon for modifying privileges (clicking on the pencil icon selects both options). Enabled options for the teams will appear in green. Assigning teams only viewing privileges prevents the users from saving changes.
Please note that this feature is only available for creators of the dashboard (dashboard owners), users who belong to a team with modification permissions, and repository admin users.
To create a team, add a user to a team and manage team repositories, go to Main Menu > Admin Settings > Permissions > Teams
To save a dashboard to a repository so that it appears every time you log in, either right click on the dashboard tab and select Save from the pop-up menu, or go to Main Menu > Dashboard > Save.
A dialog box appears confirming that the dashboard has been saved.
Save as / copy
To make a copy of a dashboard, go to Main Menu > Dashboard > Save As or right click the dashboard tab and select Save As from the pop-up menu. Type in a new name for the dashboard.
Set As default
Your default dashboard is indicated by a green bar on the top of the tab. When a repository is loaded, the default dashboard will automatically display first.
To set a dashboard as the default, right click on the tab of the dashboard and select Set As Default from the pop-up menu. The dashboard is now set as default and will have a green bar located at the top of its tab.
Configure / change layout
To change the layout and schema of the dashboard open the Change Layout dialog box by right clicking the dashboard tab and selecting Configure from the pop-up menu, or go to Main Menu > Dashboard > Change Layout.
The Change Layout dialog box opens.
A new layout can be selected (one, two, or three columns). Select an option from the Schema drop-down menu. The schema will change how viewlets are displayed in your dashboard. The schema selected will control which columns are displayed and their sequence in viewlets. Please note that schemas are not available for Global Repository dashboards (the sample repositories).
To go back to the default schema where all columns are displayed in viewlets, choose Select from the Schema drop-down menu.
Additional dashboard customization options are available on the Configure Dashboard dialog screen.