A portal may have multiple dashboards depending on the account level. One dashboard is always set as the home page, which is the landing page after logging in. Dashboards can be shared with other Exosite account users depending on the account level and all dashboards are available to be shared with a public URL.

User Roles in Portals

Managing Dashboards

To view all dashboards for a portal, click on the "Dashboards" link in the navigation menu on the left-hand side of the screen.

The management area for dashboards will show a list of the dashboards for the portal and a ‘Add Dashboard’ button to add new dashboards. Each Dashboard has a name, description, a given URL, and a ‘Configure’ button to edit the dashboard’s configuration.

Adding a Dashboard

On the ‘Dashboard’ management page, click ‘ADD DASHBOARD’ button. This will bring up a pop-up window to configure the new dashboard. A dashboard requires a name, descriptive location, description, and a type. The thumbnail is optional and if included needs to be 150×100 pixels.

Customizing a Dashboard

Available Dashboard Widgets

Creating Custom Dashboard Widgets

When creating a custom dashboard, you have a blank canvas to place widgets onto of various sizes.  The dashboard is a grid of 1x1 blocks in which widgets are placed and sized.  Custom dashboards can be created with 2 columns or 3 columns (wide screen), which actually maps to 4 block width or 6 block width.  The layout is set when adding a new custom dashboard.

With a new blank custom dashboard or one that already exists, users are able to use the 'Add Widget' button to select from a number of available off the shelf widgets or create a custom widget to drop onto the dashboard.  Once widgets are placed, they can be moved around the gride.  The '+' sign in the header of each widget allows the user to pick up the widget and move it.

Editing a custom Dashboard

Custom and editable dashboards allow you to configure what information and interfaces are shown in the form of widgets. Start by clicking ‘ADD WIDGET’ at the upper-right-hand corner of the dashboard window. This will show a widget pop-up wizard to specify the type of widget and any configuration information. Exosite widgets can be interactive to the user and may make calls to other widgets. For example, a list of data sources may allow the user to select one or multiple to show on a graph widget next to it.

Sharing a Dashboard

User Roles in Portals

Dashboards can be shared with other users publicly or if included in the plan, privately. When sharing publicly a dashboard has a public URL which can be provided to anyone, no need to log-in.

To share private dashboards, a specific user email must be entered, which will send an email to that user. The shared dashboard will show up in the user’s portal drop-down menu at the top. 

Quick Sharing 

Have something really interesting on a dashboard that you want to show a coworker, management, a buddy, etc?  Well, you can publicly share a dashboard URL by going to the dashboard's configuration pop-up and selecting the 'Make public' check box (shown below).  The shown URL can be sent to others to view with-out logging in.  

Warning: This puts your dashboards on the public internet for anyone to see.




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