Similar to any other software application, dashboard in Unifier is a user interface that provides a view of important performance indicators and data related to the shell, or organization, or company.
The shell dashboard is a general view of a specific shell data, and it is not specific to any one user view of data; therefore, the administrators can create multiple shell instance dashboards per shell.
You (the administrator) can configure the dashboard from the Dashboards sub-node, under the Setup node: <shell> (Admin mode) > Setup > Dashboards.
The Dashboards log contains a list of existing dashboards, and the details are listed in the following columns:
- Name
- Description
- Last Modified By
- Last Modified Date
Use the gear menu to, next to each item on the log to conduct the following on each dashboard listed:
- Open
- Copy
- Mark as Default (Unmark as Default)
Depending on the setup, this option will change. If the Mark as Default option is available, then the selected dashboard name will replace the label: My Dashboard on the shell landing page. If the Unmark as Default option is available, then the label My Dashboard will replace the selected dashboard name on the shell landing page.
The Dashboards log also allows you to:
- Create, delete, or find dashboards by using the following toolbar options:
- Create
- Delete
- Find on Page
- Change the dashboard properties and set permissions within the following tabs on the right-hand pane:
- Properties tab
- Change the dashboard name (Name)
- Provide a description for the dashboard (Description)
- Permissions tab
- Displays the Selected Users/Groups
- Enables you to Add User
- Enables you to Delete User
- Properties tab
If a user has the View permission, then the user can only view an existing dashboard: <shell> (User mode) > My Dashboard > <dashboard>, as shown below.
If a user has the Edit permission, then the user can edit an existing dashboard: <shell> (User mode) > My Dashboard > <dashboard> Edit Dashboard, as shown below.
A user who creates a shell can create a dashboard for that shell.