Manage Dashboards

Required User Role: Organizational user with appropriate permissions. For more information, see User Roles.

For more information, see Dashboards.

To manage dashboards:

  1. Log in to Director via the user interface.

  2. Click Dashboard.

    The Dashboards page appears.

  3. In the upper-right corner of the page, click the Options drop-down button.

  4. Click Manage Dashboards

    The Manage Dashboards page appears.

  5. To add a dashboard, click Add. For more information, see Add a Template-Based Dashboard or Add a Custom Dashboard.

  6. To filter the dashboards in the table, see Apply a Filter.

  7. To manage a single dashboard, click the actions menu in a dashboard row.

    The actions menu appears.

    From this menu, you can:

    • Click View to view details for the dashboard.

    • Click Share to share or revoke access to the dashboard.

    • Click Copy to copy the dashboard.

    • Click Edit to edit the dashboard.

    • Click Delete to delete the dashboard.

  8. To show or hide a dashboard from the Switch Dashboard drop-down on the Dashboards page, pin or unpin the dashboard:

    • pinned — pinned, the dashboard appears.

    • unpinned — unpinned, the dashboard does not appear.