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• A public dashboard can only be modified by the original user
• Where a public dashboard has been created by a Business Partner, then the customer will see the owner as "Business Partner created"
• If a user has been deleted, and they were the owner of Public dashboards then those dashboard will remain for users to continue using. (Note that their Private dashboards will be deleted)
• Administrator and Normal Users can copy a public dashboard, and then they will be able to edit their own copy
  • DashboardOnly users can only open and view dashboards where the  Sharing 'sharing' is set to Public

Note: Business Partner dashboards created from top menu Administration > Dashboards are only visible to other BP users when made public

Auto-start for Dashboards

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 ..."

To Create a Dashboard

Note 1: A DashboardOnly user cannot create a dashboard. They can only only open and view dashboards that another user has created and has sharing set to Public.

Note 2: Business Partner dashboards created from top menu Administration > Dashboards are only visible to other BP users when made public. Create a dashboard at customer level to share with customer users.

1. Click on the ‘Add Dashboard’ button on the Dashboards screenlanding page.
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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