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How to configure the dashboards for the web app


Anindita Basu    Evangeline Philip    Feedback

Different dashboards are available to different roles such as administrators, super users, and others when they log in to the web interface. The following pictures show the different options in dashboards based on roles.

Superuser Manager Everyone else
Superuser dashboard Manager dashboard Dashboard

Configuration options

Option Mandatory Default values Configurable Dependencies
Type Yes cover, productivity, allocations, leads, downloads, funnel No -
Name Yes Cover, Productivity, Allocations, <module_name> List, Downloads, Funnel Yes -
Code Yes cover, productivity, allocations, leads, downloads, funnel No -
Enable or disable No - Yes -
Display order No - Yes -
Roles No nil Yes The roles must exist. If they don't, create them at Global Settings > Role.

How to

  1. Log in to the web app and click Customize > Module settings > Pencil icon > Dashboard Configurations.
  2. Use the on-screen prompts and instructions.
  3. When you're done, click Save. Then, release the changes.

What to do next

If you create more roles later, return to this configuration and review the dashboard access those roles have.

See also


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