Dashboards (Administration)
Manage all the dashboards in your organization’s Phocas site.
Last updated
Manage all the dashboards in your organization’s Phocas site.
Last updated
User permission: Administration > Dashboards
Watch this Phocas Academy video: Manage dashboards
Related page: Subscriptions (Administration)
Users can create dashboards to monitor KPIs. As an administrator, you can manage all of those dashboards.
Click Administration > Dashboards. The Dashboards page displays a list of all your dashboards, including those you created and those that were created by other users. You can see details such as the folder in which the dashboard was created and the user who created it (owner). You can also see the last time the dashboard was opened, which is useful when deciding if it can be deleted. You can filter the list by Folder or Owner or search for a specific dashboard.
You can share a dashboard by placing it into a folder or share it directly with one or more selected users. Users who can already see the dashboard will have their checkboxes selected in the Users list.
On the Dashboards page, select the row of the dashboard > click Share > select the required sharing options > click Save.
For more information on sharing dashboards in general, see Share a dashboard. More information on managing an individual user's favorites, see the user maintenance form > Dashboard tab.
You can permanently a dashboard if it is are no longer required. This action cannot be undone. You can delete multiple dashboards at the same time (left-click and drag to select the required rows).
On the Dashboards page, select the row of the dashboard > click Delete > Yes.
You can control whether users can share dashboards. See User permissions > Collaboration.
