Customizing the Starter Dashboard

You must have appropriate permissions to perform this task. For more information, see your system administrator. This task assumes only the starter dashboard is available in your system and is displayed on the Dashboard page.

To customize the starter dashboard:

  1. Click the lock icon above the numbered list to unlock the Dashboard page.
  2. Optional: Modify the widgets.
  3. Optional: Modify the layout.
  4. Click Publish / Modify Template.
  5. Name the dashboard.
  6. Select the groups who should have access to the dashboard.
  7. Click Save.

If you make changes to widgets on a published dashboard, and then change your mind, you can restore the original dashboard by unlocking the dashboard and clicking Revert to Published.

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