Skip to main content

Dashboard Collections

Tags: Dashboard, Collections, Add, Delete, Access, Project Admin, Users, Project Team

Jared Elliott avatar
Written by Jared Elliott
Updated over a year ago

Dashboard Collections are dashboards that have been grouped together to push to users either by user name, Project Team or role.

Project Admins have the authority to create and manage Dashboard collections
​

Access Dashboard Collections

To access Dashboard Collections, select Dashboard Collections under Project Admin.

Add a New Dashboard Collection

  1. To add a new collection, select the Add button.

  2. Give the collection a name.

  3. Select Add Dashboards to select the dashboards to include in the collection.

Select the dashboard(s).

Delete Dashboard from the Dashboard Collection

Use the X button to remove a dashboard from the collection.

Add Users to the Dashboard Collection

To add users to the collection by username, select User from the Membership drop down, and select the username(s).

OR

To add users to the collection by Project Team, select Project Team from the Membership drop down and select the Project Team(s).

OR

To add users to the collection by Role, select Role from the Membership drop down and select the role(s).

Delete Users from the Dashboard Collection

To delete users from the collection, use the X button next to the user, Project Team, or role.

Access Dashboard Collections

To access the Dashboard Collection, use the Dashboard drop down and select Browse All Dashboards.

Select the collection from the list.

Select from the available dashboards.

Did this answer your question?