End users can configure a new dashboard with limited changes as defined by the admin. Fields like User Role, Team, Access Level, and Users will be disabled. However, users can adjust settings such as dashboard name, date period length, status, show/hide options, custom names, and the sequence of sections and subsections according to their preferences.
To configure the Dashboard, follow these steps:
- On the main navigation header, click Home and select Dashboard.
Note: You will see either Configure Dashboard or Launch Dashboard on the screen: if configuring the dashboard for the first time, Configure Dashboard will appear; otherwise, Launch Dashboard will be shown.
- Click Configure Dashboard. This will redirect you to the Dashboard Settings.
Information: Clicking Configure Dashboard opens a new tab where you can set up a new dashboard, while Launch Dashboard takes you directly to the Recruitment Funnel screen by default.
Information: The default view depends on your menu access. If you lack access to the Recruitment Funnel but have access to My Dashboard, then My Dashboard will be the default view.
Information: To read more about Recruitment Funnel or My Dashboard, click here: Recruitment Funnel or My Dashboard.
Home – Dashboard – Configure Dashboard
- You will see all the configured dashboards (only active status ones) by the admin, super admin and you under the Menu tab, click on the Configure New Dashboards.
Dashboard Setting – Configure New Dashboard
- This action opens the configure dashboard screen, with your name pre-filled in the User(s) field. You can customise the dashboard name as needed.
- All the other fields like the User Role, Team, Access Level, and Users will be disabled.
- Enter a date range to view the dashboard for that timeframe. The minimum period is 7 days, and the maximum is 365 days.
- Select a Status from the dropdown. By default, the Status is Active.
- Use the six-dot icon to drag, drop, and rearrange sections and subsections to customise the dashboard layout.
- Clicking the Show/Hide option will show the particular section on the dashboard.
Information: If in case you fail to select the show/hide option for the sections will be hidden on the dashboard.
Information: If you set all permissions for a component or subcomponent and later uncheck the show/hide field, the system will disable all other permissions. However, the data will be retained, so when you recheck the show option, all configurations will auto-populate, ensuring no configuration data is lost.
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- Checking View Only checkbox limits you to view data only. Select All at the header level grants view-only access to all components.
- Clicking on the Drill Down checkbox will let you drill down data on a section and subsection level. Select All (the checkbox in front of drill down) to drill the data for all the sections and subsections.
- Clicking on Download All will allow you to download certain section or subsections data.
Information: If you do not select the option the end user won’t be able to download the data. Select all at the header level will help the end user to download the sections and subsections data.
Information: Download All permission is allowed only if View Only is not set; otherwise, it is disabled to prevent data export.
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- Upon configuration, click on Save.
Configure New Dashboard – Permissions
Actions to perform under the three-dot button:
- You can Configure, Clone, and Delete the dashboard.
Information: The user role/team/access level field displays data defined by the administrator, however, for users, it will display only the end username.
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- Configure lets you edit and update dashboards with the latest changes.
- Clicking Clone will allow you to clone the existing dashboard with the different configuration.
Information: Upon clicking clone, the dashboard name will be prefixed with Clone, for example: Clone Insight Hub.
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- Selecting Delete will allow you to delete only your own configured dashboard. Dashboards configured by the admin cannot be deleted.
Settings Landing Page – Choose Options
Note: Non-admins can duplicate dashboards created by admins but are restricted from editing or deleting the original versions.
Information: To read more on Recruitment Funnel, click here: Recruitment Funnel.