Manage Dashboard features

After one or more dashboards are created using My Dashboards, you can perform management tasks using Manage Dashboards.

Managing dashboards tasks

With the proper role, privileges, and scope, you can:

Dashboard rules

A dashboard must be shared before you can change its owner.
A dashboard belongs to the organization in which it is created. If the publisher who created the dashboard switches organizations, the dashboard remains with the organization.
When an employee is terminated from an organization, dashboards owned by that employee in that organization are no longer owned. This status is designated with an exclamation point (!) in the icon:
(private/not owned) or
(shared/not owned)

Display rules

Only the dashboards belonging to organizations that you have scope to view appear in the workspace Area within an application window where the user interacts with the program..
When changing a dashboard’s owner, only the employees (including you) that meet all conditions appear in the drop-down list of available dashboard owners:
- Assigned to a role that has Share Dashboard privilege Permissions associated with each role that define the features of the application a user is able to view and the functionality in the application the user can access.
- Assigned to a role that has scope to the organization that the dashboard belongs to
- Is not terminated within the (optional) time range designated in the view filter

Audited actions

Audited actions can be viewed in the Audit Viewer Tool that displays the list of audited actions that have occurred in the system. under Audit Viewer on the System Monitoring menu. The audited actions are: