Operations with Dashboard Templates

This section describes all operations that a Host user can perform with Dashboard Templates.

Create a new Dashboard template

1. Click Create New Dashboard Template.
2. Enter a dashboard template name in the Dashboard Template Name field.
3. Click Create. You will be directed to the specific Dashboard Template page for this template.
4. Click the Add New Category button located on the right side of the screen.
5. Enter the category name into the Category name field.
6. Select the colour for this category from the Select color menu.
7. Click Save. You will be directed to the category screen, where you can define the widgets to be displayed within this category.
8. Click Add New Widget.
9. Select the widget.
10. Fill out the widget parameters.
11. Click Save.
12. Repeat the aforementioned four steps to add and configure any additional required widgets.
13. Click Publish. A confirmation banner will be displayed on the screen, and the new template will appear in the Dashboard Template list.

Copy an existing Dashboard template

1. In the Dashboard Template list, click Actions next to the template you need to copy.
2. Click Copy.
3. Enter the name for the template copy into the Dashboard Template Name field.
4. Click Copy.
5. If required, amend the category and/or widgets.
6. Click Publish. The new copy will appear in the Dashboard Template list.

Edit an existing Dashboard template

1. In the Dashboard Template list, click Actions next to the template you need to edit.
2. Click Edit.
3. Amend the category and/or widgets as required.
4. Click Publish.

Edit the category name

1. In the Dashboard Template list, click Actions next to the template you need to edit.
2. Click Edit.
3. Click the downward arrow next to the category name.
4. Click Edit.
5. Enter the new category name into the Category name field.
6. Click Update.

Edit the category colour

1. In the Dashboard Template list, click Actions next to the template you need to edit.
2. Click Edit.
3. Click the downward arrow next to the category name.
4. Click Edit.
5. Select a new category colour from the colour dropdown menu.
6. Click Update.

Delete a widget

1. In the Dashboard Template list, click Actions next to the template you need to edit.
2. Click Edit.
3. Click the red cross located in the top right corner of the widget's screen.
4. Confirm the deletion.

Edit a widget

1. In the Dashboard Template list, click Actions next to the template you need to edit.
2. Click Edit.
3. Click the gear icon within the widget you wish to modify.
4. Update the required parameters.
5. Click Save.

Delete a Dashboard template

1. In the Dashboard Template list, click Actions next to the template you need to edit.
2. Click Delete.
3. Confirm the deletion.