Administration
Dashboards (templates)
Choose what each group of people sees on their home page: which widgets, how wide, whose figures, and who gets the dashboard.
Contents: Who can use it · The page · Create a dashboard · Widgets · Audience · Priority · Reset and delete · Example · Tips · FAQ
Who can use it
People with the dashboard-management permission. The Manage dashboards button on the dashboard opens this page.
Where: Settings → Dashboards.
The page
"Choose what each group of people sees on their home page." The left list shows dashboards with a Built-in tag for those shipped by 9bx, plus the audience and widget count. The right side is the editor. New dashboard starts a blank one.
Create a dashboard
- Click New dashboard.
- Enter Name (for example "Support floor"), Priority and an optional Description (shown under the greeting).
- Keep Active on. "An inactive dashboard is not shown to anyone."
- Add widgets and set the audience.
- Click Save. You see "Dashboard saved." A banner "Unsaved changes" shows while you edit.
Widgets
Use Add a widget to choose from the catalogue (widget list). For each widget:
| Setting | Meaning |
|---|---|
| Scope | Widest allowed (default), or limit to Mine, My team, My branch, Everyone. A person never sees more than their own access allows |
| Width | 1 column, 2 columns or Full width |
| Up / down arrows | Reorder (or drag) |
| Remove | Take it off this dashboard |
A widget whose module is missing from your plan shows "Not in your plan: hidden until the module is added". Each person only sees the widgets their access allows.
Audience: who gets this dashboard
"Anyone matching at least one choice gets it."
| Option | Meaning |
|---|---|
| Everyone | Every member of the organization |
| Roles | People holding the roles chosen |
| Departments | People in those departments |
| Designations | People with those job titles |
| Holders of a permission | For example everyone who can see the business overview |
| Heads of a team | Anyone with people reporting to them |
Priority and tabs
Lower numbers come first. A person's first matching dashboard is their default; the others appear as tabs on the dashboard page.
Reset and delete
- Reset to default (built-in dashboards only): widgets, audience and priority return to how 9bx ships them.
- Delete: people who had it get their next matching dashboard.
Example scenario
Padma Net Support creates "Support floor" for the roles Agent and Team lead: Tickets, SLA compliance, Queue health and My calls, priority 10, widths 2, 2, 3, 1. A separate "Owners" dashboard (priority 5) with Sales, Calls and Headcount goes to the Owner role, who see both tabs.
Tips
- Keep dashboards short, six to eight widgets.
- Give the most specific dashboard the lowest priority number.
- Set a widget Scope to Mine for agents so they do not see colleagues' figures.
Troubleshooting and FAQ
Nobody sees my dashboard. It may be inactive or the audience is "Nobody yet".
A person sees fewer widgets than I added. Their access does not cover them.
Default tab is wrong. Check priority numbers.