Ref: Image 1

First-Time Access – Starting from an Empty Dashboard

When a new user logs into the platform, they are greeted with an empty Dashboard Home Page, as no dashboards are active by default.

From here, users can begin by exploring and activating the available default dashboards provided by the system.

 Ref: Image 2

Default Dashboards

 Ref: Image 3

• When you login for the first time, there are a set of default dashboards curated by IQnext provided in the My dashboard section

• These cannot be edited or deleted by the users, IQnext is responsible for the default dashboards and the design can be improvised time to time. 
  

• Users can do the following actions with default dashboards.
  

• Mark as Favourite for quick access - shows up in the dashboard home tab

• Duplicate default dashboards to create editable versions

• Deactivate default dashboards
  

Adding a New Dashboard

Ref : Image 4

To add a dashboard:

1. Click the Manage button on the main dashboard. (shown in Image 1)
   
   

2. In the Dashboard Management Table, click the Add Dashboard button. (Ref: Image 3)
   
   

3. A modal appears where you need to fill the below details
   
   

• Dashboard Name

• Dashboard Type - which basically works as a Filter Level (scope of data filtering)

           For how to choose the right dashboard type - Read this article.

4. Click Save to continue.
   
   

5. You will be redirected to the Dashboard Creation Board, where you can:
   
   

• Add/remove/arrange widgets as needed.
  
  

6. Once satisfied with the layout, Save the dashboard.
   
   

7. The new dashboard will appear in the “My dashboard” page.

8. If you mark it as favourite by clicking the Star icon - then it gets added as a tab on the Dashboard Home Page.

Note: System-defined rules may apply when configuring dashboards, such as widget compatibility and layout constraints.

Editing an Existing Dashboard

To make changes to an existing dashboard:

1. Click on the Manage button from the main dashboard.
   
   

2. Locate the dashboard in the Dashboard Management Table and click Edit.
   
   

3. You will enter the Dashboard Edit Board:
   
   

• Modify widgets
  
  

• Rearrange layout

• Update name.

4. Click Save after making changes.

Note: Default dashboard templates cannot be edited. Consider duplicating them to create a modifiable copy.

Warning: It is recommended to not change the dashboard type of an existing dashboard, all widgets may get removed due to permission conflicts.

Deleting a Dashboard

To remove a dashboard:

1. From the main dashboard, click Manage.
   
   

2. Find the dashboard you want to remove and click Delete in the corresponding row.
   
   

3. A confirmation warning popup will appear.
   
   

4. Confirm to permanently delete the dashboard.
   
   

Important: Dashboard templates (default dashboards) cannot be deleted. 

Its advised to mark your dashboard as Inactive, instead of deleting them unless and until you are completely sure

Activating / Deactivating Dashboards

Dashboards can be toggled between active and inactive states:

1. Go to the Dashboard Management Table by clicking Manage.
   
   

2. Click Active/Inactive on the desired row:
   
   

• Selecting Activate will display the dashboard tab on the Dashboard Home.
  
  

• Selecting Deactivate will hide it from the Dashboard Home.

Note: Inactive dashboards are preserved but hidden from daily view.

Duplicating a Dashboard

To create a copy of a dashboard:

1. Click Manage on the main dashboard.
   
   

2. In the Dashboard Management Table, find the dashboard to be copied and click on the three dots at the end of the row and choose Duplicate.
   
   

3. You will enter the Dashboard Edit Board, where you can:
   
   

• Rename the dashboard
  
  

• Add or rearrange widgets
  
  

4. Click Save to finalize the duplicated dashboard.
   
   

5. The duplicated dashboard will now be visible on the Dashboard Home Page.
   
   

Marking a Dashboard as Favourite

Favourite dashboards appear at the top of the Dashboard Home Page for quick access.

To mark a dashboard as favourite:

1. From the Dashboard Home Page, locate the dashboard tab you want to favourite.
   
   

2. Click on the star icon beside the dashboard name.
   
   

3. The icon will turn solid, indicating the dashboard is now marked as a favourite.
   
   

4. Favourite dashboards will always appear first in the dashboard tab list.
   
   

To remove from favourites:

• Simply click the star icon again to unmark the dashboard.
  
  

Note: You can mark both user-created and default dashboards as favourites.

Sharing a Dashboard with Other Members

To share a dashboard with other users in your organization:

1. Click Manage on the main dashboard.
   
   

2. In the Dashboard Management Table, locate the dashboard you wish to share and click on the three dots, where you will find a Share option.
   
   

3. Enter the email addresses or usernames of the members you'd like to share the dashboard with.
   
   

4. Click Share.

What happens next:

• The selected users will receive an email notification with a link to view the shared dashboard.
  
  

• Upon clicking the link, users can add the shared dashboard to their own Dashboard Home by clicking Add to My Dashboards.
  

Shared dashboards retain the original layout and widgets present at the time of sharing. If any changes are made by the owner - they will have to reshare the new version of the dashboard for it to get reflected to other users.