Dashboard Customization
The Dashboard is your first stop when logging into Provision, giving you a quick graphical status overview as well as convenient links for reference and support. The Dashboard is comprised of modular "Widgets" that show different types of information. These widgets may be added, moved, edited, and customized to create personalized Dashboards.
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Working with Dashboards
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View a Dashboard
The Default Dashboard will be the primary dashboard that appears when clicking on the Dashboard Tab.
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From there, click on the name of the dashboard you wish to view.
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Add a Dashboard
To add a new personal dashboard, click on the dashboard name at the top left of the dashboard page. This will open the list of existing dashboards.
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MyDashboard has now been created as an "Empty" dashboard, is accessible from the dropdown list of dashboards, and is ready to set up!
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Edit a Dashboard
You can change the layout of your dashboard by selecting overall page layout options (for column size and location on the page), as well as move individual widgets around the page.
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While mousing over the move icon, when the cursor changes to a hand icon, click and hold your left mouse button, then drag the widget up or down to the desired location. To move the widget to another column, drag the widget sideways to the column, then up to briefly hover over a widget already in the desired column (this "selects" the column for the widget). Then, drop the widget in the desired location in that column.
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Save a Dashboard
Personal dashboards are automatically saved after making layout or widget edits (the exception is that widget resizing must be manually saved -see Working with Dashboard Widgets).
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Admin users can save Default Dashboard changes by clicking "Save as Default Layout" at the top right section of the dashboard page, and the changes will be applied for all users.
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Delete a Dashboard
Personal dashboards may be deleted by clicking the "Delete Dashboard" button at the top right of the page. Default Dashboards may not be deleted.
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This will remove any admin changes, and set the Default Dashboard to its original state. This action may only be made by admin users.
Next Step: Widgets
Continue on to Working with Dashboard Widgets for information on each widget, as well as how to add, move, update, and delete individual widgets.
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