Configuration & Customisation
Overview
Once you've created a Dashboard, you can configure and customise it to match your organisation's needs and branding. This section covers all the settings and customisation options available to make your Dashboards truly your own.
From global Dashboard options to visual customisation with banners, translations for multi-language organisations, and tools for testing—you'll find everything here.
What You'll Learn
Topic | Description |
|---|---|
Dashboard Options and Settings | Global settings that affect all Dashboards, including Manager Dashboard permissions and batch operations |
Customising the Dashboard Banner | Adding visual headers with images, titles, subtitles, and brand colours |
Translating Dashboard Names | Multi-language support for Dashboard names in international organisations |
Previewing Dashboards for Other Users | Testing how Dashboards appear for different users before rolling out changes |
Configuration Quick Reference
Global Settings
Setting | Location | What It Does |
|---|---|---|
Enable Manager Dashboards | Settings → Dashboards → Options | Allows managers to create personal Dashboards |
Batch visibility updates | Settings → Dashboards → Manage | Update multiple Dashboards at once |
Per-Dashboard Settings
Setting | What It Does |
|---|---|
Name | Dashboard title (can be translated) |
Audience Type | Who sees this Dashboard (Role, Team, Onboarding, etc.) |
Visibility | Which roles/teams can see this Dashboard |
Default | Whether this is the default Dashboard for that audience |
Banner | Visual header with image and text |
Category | Organisational grouping |
Customisation Options
Visual Customisation
Element | Options |
|---|---|
Banner image | Upload custom images for desktop, tablet, and mobile |
Banner title | Main heading text |
Banner subtitle | Supporting text |
Banner text colour | Customise for readability |
Compact mode | Reduced banner height |
Multi-Language Support
Dashboards can have translated names for each language enabled in your organisation. This ensures users see Dashboard names in their preferred language.
See Translating Dashboard Names for step-by-step instructions.
Testing Your Dashboards
Before rolling out Dashboard changes to all users:
Use Preview to see how the Dashboard appears for specific users
Check visibility settings are correct for each role
Verify widgets display appropriate content
Test on different devices if using responsive images
See Previewing Dashboards for Other Users for detailed guidance.
💡 Tip: Always preview your Dashboard as a typical user from each target role before publishing changes.