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Navigate to dashboards via Service Desk → Dashboards.

Public dashboards

A dashboard can be made "Public" so other users can view it. These can be created by customer users or by business partners for their customers to use.

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Where auto-start is selected on a dashboard, users may be required to allow pop-ups. Click on the pop-up Icon in the browser and select "Always allow pop-ups and redirects from ..."

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To create a dashboard:

1. Click on the ‘Add Dashboard’ button on the Dashboards screen.
2. Populate Add Dashboard fields and then click OK.
   • Name – The Name of the Dashboard
   • Sharing – Private or Public
     1. If Private only the Owner can view the dashboard
     2. If Public other users can view the dashboard. Other users can then Open or Copy the dashboard but cannot Edit or Delete it
   • Owner – Defaults Users name here and cannot be edited.
   • Description – an optional field that describes the contents or use
   • Tick box – Allows the Dashboard to Auto Start when the owner logs in. If selected this Dashboard will automatically open in a second browser tab when the owner logs into VSM
     1. On first Logon you will need to allow pop-ups, to enable your dashboards to start automatically on log in.
3. You have created a new dashboard name.
4. Select the new name, right click to Open Dashboard and then add required dashlets.

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