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Dashboard Settings

General Settings​

  • Name: Enter a descriptive name for your dashboard
  • Description: (Optional) Provide additional details about the dashboard's purpose

Dashboard Visibility​

Control who can view your dashboard:

  • Roles: Select which user roles can access this dashboard
  • Authorization Channel Tags: Specify which authorization channels (departments/teams) can view this dashboard

Data Selection​

Determine what data appears in your dashboard:

  • Selection Type:
    • Departmental: Shows data based on authorization channels (departments/teams)
    • Individual: Shows only data specific to the viewer, regardless of authorization channels
  • Authorization Channel Tags: (For Departmental dashboards) Specify which departments' data should be included