Dashboard Options and Settings

Dashboard Options and Settings control global behaviours and administrative functions for all Dashboards in your organisation. From this area, you can enable Manager Dashboards, perform batch operations, and configure system-wide Dashboard preferences.

This page covers the settings that affect all Dashboards, as opposed to individual Dashboard configuration.

Batch operations allow you to update multiple Dashboards at once:

To access and modify Dashboard Options:

• You must have Owner or Admin role

• Navigate to Settings in the sidebar, then select Dashboards

1. Navigate to Settings in the sidebar

2. Select Dashboards

3. Click on the Options tab (if available) or look for global settings

1. Navigate to Settings → Dashboards → Options

2. Find the Manager Dashboards setting

3. Toggle to Enabled

4. Save your changes

Managers will now see an option to create their own Dashboards.

1. Navigate to Settings → Dashboards

2. Select multiple Dashboards using the checkboxes

3. Click the Batch Actions button

4. Choose Update Visibility

5. Select the roles you want to update

6. Apply the changes

💡 Tip: Batch operations are useful when rolling out a new role or reorganising your Dashboard structure.

When enabled:

• Managers see "Create Dashboard" option

• Managers can build custom Dashboards with team-scoped widgets

• Manager Dashboards appear highest in the priority hierarchy

When disabled:

• Managers cannot create personal Dashboards

• Existing Manager Dashboards remain accessible

• No new Manager Dashboards can be created

Q: Do existing Manager Dashboards disappear if I disable the feature?
No. Existing Manager Dashboards remain accessible. Managers just won't be able to create new ones.

Q: Can I limit which managers can create Dashboards?
The setting applies to all managers equally. You cannot selectively enable it for specific managers.

Q: Do batch operations affect Manager Dashboards?
Batch operations typically apply to company Dashboards. Manager Dashboards are personal and managed individually.

Q: Can I undo a batch operation?
Batch operations cannot be directly undone. You would need to perform another batch operation or manually update affected Dashboards.