Creating and managing organization dashboards

SECURITY  Security level with Admin permission to configure Organizations & Contacts. Refer to Organizations & Contacts.

NAVIGATION   > Admin > Features & Settings > Organizations & Contacts > Organization Dashboards

On this page, you create and manage the dashboard tabs that appear on organization dashboards. Up to five active tabs display on the organization dashboard for all users who have View permissions for the organization. Individual users cannot edit the tabs, but they can change the display order.

How to...

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Click New Tab. The New Tab dialog will open.
  3. Enter a unique Tab Name.
  4. Optionally, to keep the new tab off the organization dashboard, clear the Active box. You can have up to 5 active tabs at one time.
  5. Click Save or Save & New.
    • If you click Save, the Design Tab page will open, and you can add widgets to the tab. Refer to The Design tab.
    • If you click Save & New, the tab is saved without any widgets, and another new tab dialog is displayed. To add widgets to tabs added in this way, select Design from the context menu.

The default tab order on the Client Portal and the Organization dashboards is determined by the order on the table. To change the tab order, grab the handle of a numbered row and drag it to a new position.

  1. Click the three dots in the widget's upper right corner and select Settings from the menu.
  2. Edit widget settings as needed. For a description of the setting options, refer to Managing dashboard widgets.
  3. Click Save & Close.

NOTE  You cannot change a widget's entity type. For a list of entities that can have widgets, refer to Widget descriptions by entity.

Organization and Client Portal dashboard tabs are managed from a context menu. The following options are available:

Option Description
Design Selecting Design opens the Design Tab page. On this page, you create or modify tab filters, tab settings, and widgets. Refer to The Design tab.
Tab Settings On the Tab Settings dialog, you can change the tab name, the Active setting, and the automatic positioning of widgets based on available space.
Activate/Inactivate Toggles the Active/Inactive setting for the tab. You can have up to five active organization tabs, and up to 200 active Client Portal tabs.

Publish (Client Portal dashboards only, Full Access security level required)

Opens the Publish Tab page. Refer to Publishing Client Portal dashboard tabs.
Copy Opens the Copy Tab dialog window. The tab name of the original is followed by "(Copy)". You can edit all settings. Note that the tab name must be unique.
Delete Opens the confirmation dialog for deletions. Click Yes to delete. Note that system tabs cannot be deleted, only inactivated.