My Dashboard and Shared Dashboards

My Dashboard can be configured by individual users, whereas Shared Dashboards are configured by administrators for individual users and are read-only.

As a user for whom a Shared Dashboard has been created, the Shared Dashboard will act as the default view when opening the Dashboard.

User Roles define the access a user has to various areas of Diligent Entities, including views, wizards, Data Libraries, and reporting functions. The existence of a User Role will also determine the existence of a Shared Dashboard.

The group of users attached to a User Role will be the users granted access to view the configured Shared Dashboard.

To navigate to the My Dashboard view:

• Select the My Dashboard icon in the Navigation Bar.

The My Dashboard screen displays.

To switch back to the Shared Dashboard view:

• Select the Shared Dashboard icon in the Navigation Bar.

Enable Shared Dashboards for an Administrator

Shared Dashboards can only be created and managed by Administrators.

To ensure that an Administrator can create and manage a Shared Dashboard:

• Navigate to the Administrator's User Role Rights (Security > Systems Security > User Roles).
• Scroll down to the Dashboards section and select the Expand All icon to reveal the rights options.

Administrate personal dashboard: This option allows users to administrate their (personal) My Dashboard. This right is selected by default.

Administrate shared dashboard: This option allows users to administrate Shared Dashboards for other users. This option must be selected to enable the Shared Dashboard feature.

• Select the Administrate shared dashboard checkbox.

The count of the number of rights selected in the Dashboards section increases

• Select Finish.

The wizard closes.

The right is enabled for the Administrator User Role.

The Admin Hub icon is visible in the Administrator's Navigation Bar, providing access to both Shared Dashboards and Shared Favourites.

Create (Administrate) a Shared Dashboard

Shared Dashboards allow Administrators to disseminate tailored information to different user groups. Sharing configured Dashboards reduces the time taken to distribute content, increase knowledge uptake, and enhance the flow of communication across an organisation.

To create a new Shared Dashboard, a User Role must first exist in Entities the existence of this User Role will then generate a corresponding Shared Dashboard.

To create a new Shared Dashboard:

• Create a User Role and assign the necessary rights to it (Security > Systems Security > User Roles).

• Navigate to the Manage Shared Dashboard panel (Admin Hub > Manage Shared Dashboards).

A corresponding Shared Dashboard is generated