Dashboard Setup
To create Dashboards which can be assigned to users directly or through a user profile, multiple Dashboards can be created in the Setup section of Drive Practice.
Navigate to the Dashboards List screen by clicking on the Drive Practice logo and clicking on Setup on the left and Dashboards on the right.
Dashboards List Screen
The Dashboards list screen lists the Dashboards that have been created and provides for creating additional dashboards and to edit existing dashboards.
Create Dashboards
To create a new dashboard, click on the Create button on the right-hand side of the dashboard list screen.
Enter the description of the dashboard to be created and click Create.
The dashboard record screen will open and consists of two sections, a Details section and a Widgets section.
Edit Dashboard Details
Click on the Edit button icon to edit the Description of the Dashboard.
Click on the Save button to save the change or Cancel to return to the dashboard record.
Add Dashboard Widgets
To add Widgets to the dashboard, click on the Create button above the Widgets section.
Select the Widget to be added to the Dashboard and click Create.
Assigning Dashboards
Dashboards can be assigned to users directly or inherited from their user profile. Dashboards do not have a default layout. Assigning a dashboard gives the user the ability to add widgets to a dashboard page(s) in a way that is most meaningful for them. See the sections on Create Dashboard Page and Edit Dashboard Page above on how users can populate assigned dashboards.
User Assignment
To assign a Dashboard directly to a user, navigate to the Setup menu by clicking on the Drive practice logo and selecting Setup on the left and Organization on the right.
On the Organization record, click on the Users tab on the left and select the User that is to have a Dashboard directly assigned.
On the User record click Edit and click on the Dashboard field to select a dashboard from the list.
Click Save to save the selected Dashboard as the user’s directly assigned dashboard.
User Profile Assignment
Dashboards can be selected for User Profiles, so that users that are assigned to the profile inherit the dashboard assigned to the profile. To assign a Dashboard to a User Profile, navigate to the User Profiles list page by clicking on the Drive practice logo and selecting Setup on the left and User Profiles on the right.
Select a User Profile from the list by clicking on the User Profile name hyperlink.
On the User Profile record click Edit and click on the Dashboard field to select a dashboard from the list.
Click Save to save the selected dashboard to the User Profile.
